BoiseRecruiter Since 2001
the smart solution for Boise jobs

Personal Financial Consultant

Company: Fidelity Investments
Location: Boise
Posted on: May 16, 2020

Job Description:

Job Description:With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategiesThe--Expertise--We're Looking ForFINRA Series 7 & 63 required prior to hireSeries 65 and/or 66 and state registrations required within 3 months of hireExperience with High Net Worth clientsA CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain itThe--Purpose--of Your RoleWe 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. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.The--Skills--You BringYou demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clienteleRemarkable knowledge of investment productsAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsCollaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needsThe--Value--You DeliverNo longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planningYour integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goalsEducating customers on the technology and channels available to them to better monitor, maintain, and handle their investmentsHow Your Work--Impacts--the OrganizationWorking in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity's open architecture, you're able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career!Certifications:Series 07 - FINRA, Series 63 - FINRACategory:Sales We welcome those with experience in jobs such as Home Buyer s Consultant, Field Client Relationship Manager, and Bookkeeper and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Boise , Personal Financial Consultant, Accounting, Auditing , Boise, Idaho

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Personal Financial Advisor
Description: Job Description:With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, (more...)
Company: Fidelity Investments
Location: Boise
Posted on: 05/31/2020

Accountant I
Description: ESSENTIAL FUNCTIONS: br br Prepares sales tax filings and exemptions. br br Assists in sales tax audits and research. br br Assists in the monthly close process including but not limited (more...)
Company: Western States Equipment Co
Location: Meridian
Posted on: 06/4/2020

Business Financial Administrator
Description: Business Financial Administrator ndash Reconciliation Specialist At our Company, we grow People, Brands, and Businesses We are seeking a dynamic Business Financial Administrator ndash Reconciliation (more...)
Company: Advantage Solutions
Location: Boise
Posted on: 06/6/2020


Personal Financial Advisor
Description: Job Description:With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, (more...)
Company: Fidelity Investments
Location: Boise
Posted on: 05/30/2020

Fidelity Investments: Personal financial advisor
Description: Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, (more...)
Company: Fidelity Investments
Location: Boise
Posted on: 05/30/2020

Financial Consultant - Boise, ID
Description: Job Description:With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, (more...)
Company: Fidelity Investments
Location: Boise
Posted on: 06/6/2020

Fidelity Investments: Financial consultant
Description: Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, (more...)
Company: Fidelity Investments
Location: Boise
Posted on: 05/30/2020

Senior Manager, International Tax
Description: Req. ID: 196583Our vision is to transform how the world uses information to enrich life. Join an inclusive team passionate about one thing: using their expertise in the relentless pursuit of innovation (more...)
Company: Micron Technology
Location: Boise
Posted on: 06/6/2020

Personal Financial Advisor
Description: Job Description:With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, (more...)
Company: Fidelity Investments
Location: Boise
Posted on: 06/4/2020

Data Entry Representatives
Description: We are actively seeking customer service and appointment setting representatives. Your primary responsibility is to supply specialized assistance to our current client base. In this position, you will (more...)
Company: Morani Enterprise
Location: Nampa
Posted on: 06/1/2020

Log In or Create An Account

Get the latest Idaho jobs by following @recnetID on Twitter!

Boise RSS job feeds