ClevelandRecruiter Since 2001
the smart solution for Cleveland jobs

Financial Planner

Company: Fidelity Investments
Location: Chagrin Falls
Posted on: December 5, 2019

Job Description:

We believe that as a Financial Representative, you make a key impact on the branch culture and sales, as the official face of Fidelity. Through honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting positive relationships with Fidelity. We will help you obtain your FINRA series 7 and series 63 licenses allowing you to provide fundamental financial guidance and mentorship.The Expertise We------re Looking For

  • A college degree is encouraged yet not required
  • We feel customer service, sales, phone or financial services experience will prepare you for this role
  • Banking, insurance, or financial experience is an excellent addition to your experience
  • We'll support you while you learn the FINRA licensing material and work to obtain your Series 7 & 63 licenses during your first six monthsThe Purpose of Your RoleIt is our mission for the Financial Representative to have rewarding interactions with clients. As a multi-talented expert for compliance and all front lobby transactions, you will partner and contribute to branch success by identifying sales opportunities.The Skills You Bring
    • Superb interpersonal skills and passion to engage with customers
    • An aptitude for sales to dedicatedly identify leads
    • Remarkable attention to detail and ability to prioritize
    • Computer literacy and experience working with multiple applications at onceThe Value You Deliver
      • A vital member of the team, you are offering support to Fidelity------s most wealthy and valuable clients daily
      • By identifying leads and making effective introductions, you are directly impacting the success of the branch
      • Your efforts will be valued by clients and you will find working with those clients a rewarding experience
      • As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the teamHow Your Work Impacts the OrganizationFidelity remains committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions.
        Company OverviewAt Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.Fidelity Investments is an equal opportunity employer. We welcome those with experience in jobs such as Accountant, Field Client Relationship Manager, and Residential Real Estate Agent and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Cleveland , Financial Planner, Other , Chagrin Falls, Ohio

Click here to apply!

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

I'm looking for
in category
within


Other Other Jobs


Class A OTR Truck Driver
Description: Job Description: Midwest / Southeast Lanes Home Weekend - Some Areas More Revised Competitive Pay Dry Van - No Touch Benefits:
Company: Venture Logistics
Location: Mansfield
Posted on: 12/8/2019

Hair Stylist - Appleseed Center
Description: Stylist At Great Clips, we know that stylists like you are most happy when they're cutting hair, so at a Great Clips salon, that's exactly what you get to do Want to be the best stylist in
Company: Great Clips
Location: Mansfield
Posted on: 12/8/2019

CDL-A Flatbed Owner Operator Truck Driver
Description: CDL-A OTR OWNER OPERATOR TRUCK DRIVER JOBSGrow Your CDL-A Business With Flatbed, Step Deck Heavy Haul Routes At Bennett Motor Express, we know there s nothing more important than family. In fact, our (more...)
Company: Bennett Motor Express
Location: Mansfield
Posted on: 12/8/2019


Mortgage Loan Officer - Mansfield, OH
Description: Description The Mortgage Loan Officer position provides Simply the Best customer service to each customer at all times. Responsibilities include using internal and external referral sources (more...)
Company: Huntington National Bank
Location: Mansfield
Posted on: 12/8/2019

Urgently Needed - Telecommute Reps - PT/FT (Will Train)
Description: The nation's 1 Premier Discounted Medical Plans of healthcare access in the US is looking for motivated self-starters to enjoy a career with our company. Our healthcare programs are primarily designed (more...)
Company: Healthcare Bosses Inc
Location: Mansfield
Posted on: 12/8/2019

Now Interviewing Benefit Consultants (Telecommute)
Description: We are looking for people who are self-motivated to work from their own home office. Our
Company: JMS Benefits
Location: Mansfield
Posted on: 12/8/2019

CDL-A Owner Operator Truck Driver - $1.00-MILE BASE PAY
Description: Solo Owner Operators Earn 1.00 Per Mile Base Pay Are you in it for the long haul John Christner Trucking is. 32 years in business, 1,200 - 1,400 mile average length of haul, two generations
Company: John Christner Trucking
Location: Mansfield
Posted on: 12/8/2019

CDL-A Regional Truck Driving Job
Description: Job Description: Midwest / Southeast Lanes Home Weekend - Some Areas More Revised Competitive Pay Dry Van - No Touch Benefits:
Company: Venture Logistics
Location: Mansfield
Posted on: 12/8/2019

CDL A Truck Drivers
Description: Call 833-864-5628 to speak with a recruiter today CDL Truck Drivers: 8,000 Bonus and 4 Weeks Paid Vacation Each Year We will meet or beat your CPM. PLUS, Guaranteed Miles: 2400/week in first 90 days (more...)
Company: Celadon
Location: Mansfield
Posted on: 12/8/2019

Work from Home - Benefit Consultant (Training Provided)
Description: Nation's largest provider of discounted healthcare benefits is looking for Benefit Consultants.
Company: JMS Benefits
Location: Mansfield
Posted on: 12/8/2019

Log In or Create An Account

Get the latest Ohio jobs by following @recnetOH on Twitter!

Cleveland RSS job feeds