-
ID
#49571123 -
Job type
Permanent -
Salary
TBD -
Source
Fidelity Investments -
Date
2023-03-26 -
Deadline
2023-05-25
Financial Services Representative
Ohio, Cincinnati, 45999 Cincinnati USAPermanent
Vacancy expired!
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 For- FINRA Series 7 & 63 required prior to hire
- Series 65 and/or 66 and state registrations required within 3 months of hire
- Experience with High Net Worth clients
- A CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it
- You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele
- Remarkable knowledge of investment products
- Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
- Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needs
- No 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 planning
- Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
- Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments
- We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements
- Click to hear from a few of our associates about the outstanding benefits Fidelity offers:
- Click here for a story about how we are helping our
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