WinstonSalemRecruiter
the smart solution for Winston-Salem jobs

Financial Planning

Company: Fidelity Investments
Location: Winston Salem
Posted on: April 18, 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 months The Purpose of Your Role It 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 once The 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 team How Your Work Impacts the Organization Fidelity 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 Overview At 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.

Keywords: Fidelity Investments, Winston-Salem , Financial Planning, Accounting, Auditing , Winston Salem, North Carolina

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


Financial Analyst - Cash Equities # 131150
Description: We Offer Product Controllers are the Financial Guardians of the Bank's sales and trading activities. ul li You will be ensuring complete, accurate and timely Profit Loss, Balance Sheets and analysis. (more...)
Company: Credit Suisse -
Location: Raleigh
Posted on: 04/27/2019

Tax Senior
Description: Tax Senior br If you are a Tax Senior with experience, please read on br Top Reasons to Work with Us br Highly Reputable br What You Will Be Doing br Experience: br Two 2 to three 3 years (more...)
Company: CyberCoders
Location: Charlotte
Posted on: 04/27/2019

Billing Data Analyst
Description: As a Billing Data Analyst, you will have the opportunity to provide data analysis to support, compile and report key information for billing operations and our overall revenue cycle objectives. This is (more...)
Company: Mommy Jobs Online
Location: Roanoke
Posted on: 04/27/2019


Client Investment Associate
Description: CLIENT INVESTMENT ASSOCIATE Looking for an exciting opportunity in the fast-growing energy sector GESS International-- www.gessinternational.com is looking for a motivated Client Investment Associate (more...)
Company: GESS International
Location: Raleigh
Posted on: 04/27/2019

Functional solution architect - Oracle Financials Cloud
Description: Oracle Finance on Cloud ndash More functional, could be a product
Company: AppLab Systems Inc
Location: Roanoke
Posted on: 04/27/2019

Medical Billing Manager
Description: Medical billing manager for small, but busy, orthopedic clinic. Open Mon-Thurs always get 3 day weekend . There is some flexibility, so could be ideal job for someone with a family
Company: Orthopedic Surgery of the Foot & Ankle
Location: Raleigh
Posted on: 04/27/2019

Financial Advisor Associate
Description: Financial Advisor Associate br The Morgan Stanley Financial Advisor Associate FAA Program prepares ambitious self-starters to become Financial Advisors through intensive training and development. (more...)
Company: Morgan Stanley
Location: Raleigh
Posted on: 04/27/2019

Internal Auditor
Description: Internal Auditor Looking for an Experienced Internal Auditor to will conduct audits of the
Company: Confidential
Location: Charlotte
Posted on: 04/27/2019

Personal Financial Consultant
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 (more...)
Company: Fidelity Investments
Location: Winston Salem
Posted on: 04/27/2019

Contract Billing Analyst
Description: Job Summary: The Contract Billing Analyst will be part of the Billing Team within the Controller s Office at RTI. This role will perform daily contract billing operations including administrative, analytical, (more...)
Company: RTI International
Location: Durham
Posted on: 04/27/2019

Log In or Create An Account

Get the latest North Carolina jobs by following @recnetNC on Twitter!

Winston-Salem RSS job feeds