Wealth Management Consultant - Remote Job at Ovextech, Florida

OHpFeENGMnVBcHkyZVlVc2hRR2RpUzA9
  • Ovextech
  • Florida

Job Description

Job Description: Wealth Management Consultant

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity we empower professional growth flexibility and support thus enabling longterm success for you and our clients.

The Purpose of Your Role
Working in our Investor Center you will engage facetoface with your customers offering guidance and personalized planning while helping extend the reach of the firms brand. We fully support you with an open architecture product platform and top resources in the financial industry while you nurture relationships with an existing client base.
The Expertise Were Looking For

  • Previous success in building relationships uncovering needs and recommending solutions
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
  • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
  • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree our Tuition Reimbursement program can help you obtain one

The Skills You Bring

  • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive clientcentered discussions
  • Being coachable collaborative and curious are your go to attributes
  • Committed to delivering an outstanding customer experience with a passion for seeing others thrive
  • Motivated by results and finding solutions you take initiative and exceed customer expectations
  • Extensive knowledge of investment solutions

Job Tags

Remote job,

Similar Jobs

Motion Recruitment

Program Manager Job at Motion Recruitment

 ...We are currently seeking seasoned Program and Project Managers to oversee large-scale data center and AI infrastructure initiatives. This role requires strategic leaders who can manage multiple interdependent projects, align cross-functional teams, and deliver complex... 

CleanSlate Centers

Medical Receptionist Job at CleanSlate Centers

 ...every patient. Step into a career with purpose-where each day, your support helps change lives. What You'll Do: As a Medical Receptionist, you'll be the first point of contact for patients and visitors-setting the tone for a positive care experience. You'll... 

HLB Gross Collins, P.C.

Bookkeeper Job at HLB Gross Collins, P.C.

 ...The Opportunity One of Atlantas top CPA firms is seeking a Full Charge Bookkeeper to assist multiple of our clients in a Client Services Accountant capacity. The ideal candidate will have 2-3 years of experience with data entry, accounts payable/receivable, and general... 

HRH Search & Recruitment

Program Manager, Membership Job at HRH Search & Recruitment

 ...Position Summary The Program Manager, Membership is responsible for developing, optimizing, and expanding membership programs that drive engagement, retention, and long-term value for both corporate and individual members. This role serves as a strategic partner to internal... 

Operational Technical Services

Wastewater Operator Job at Operational Technical Services

 ...Operational Technical Services (OTS) is one of the fastest growing private water and wastewater...  ...supervision of the Lead Operator and Plant Manager. The applicant will learn and perform...  ...and flow regulators, analyzers, chemical feed systems, and aeration blowers. MBR...