CranstonRecruiter Since 2001
the smart solution for Cranston jobs

Financial Planner

Company: Fidelity Investments
Location: Cranston
Posted on: November 28, 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 Staff Accountant, Accounting Assistant, and Accountant and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Cranston , Financial Planner, Accounting, Auditing , Cranston, Rhode Island

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


Senior Systems Security Engineer
Description: OverviewDraper is an independent, nonprofit research and development company headquartered in Cambridge, MA. The 1,800 employees of Draper tackle important national challenges with a promise of delivering (more...)
Company: Charles Stark Draper Laboratory
Location: Cambridge
Posted on: 12/9/2019

Travel Nurse - Med/Surg RN - Billings, MT
Description: Travel Med/Surg Registered Nurse RN br br Start your next travel opportunity with this great Registered Nurse RN position in Billings, MT - first time travelers welcome br br Job Details (more...)
Company: General Healthcare Resources
Location: Boston
Posted on: 12/9/2019

Account Executive, Financial Services
Description: What makes Gartner a GREAT fit for you When you join Gartner, youll be part of a fast-growing team that helps the world become smarter and more connected. Were the worlds leading research and advisory (more...)
Company: Gartner, Inc.
Location: Arlington
Posted on: 12/9/2019


Senior Software Engineer
Description: OverviewDraper is an independent, nonprofit research and development company headquartered in Cambridge, MA. The 1,800 employees of Draper tackle important national challenges with a promise of delivering (more...)
Company: Charles Stark Draper Laboratory
Location: Cambridge
Posted on: 12/9/2019

Accounts Payable Clerk
Description: DescriptionAccountemps has an Accounts Payable A/P Clerk opportunity in a stimulating work environment with a team of highly skilled professionals. The candidate's responsibilities in this role include (more...)
Company: Robert Half Accountemps
Location: Randolph
Posted on: 12/9/2019

State and Local Tax Senior - Investment Management, East
Description: Are you a strategic and creative Multistate Tax Investment Managementprofessional who likes solving complex state and local tax issues Are youready to make a greater impact on organizations by combining (more...)
Company: Deloitte
Location: Boston
Posted on: 12/9/2019

Plant Controller
Description: SUMMARY: Ensure timely, accurate financial reporting and protection of Company assets through oversight of internal controls and management of accounting operations. Serve as the principal financial manager (more...)
Company: Hollingsworth & Vose
Location: Acton
Posted on: 12/9/2019

Travel Nurse - PACU RN - Billings, MT
Description: Travel PACU Registered Nurse RN br br Start your next travel opportunity with this great Registered Nurse RN position in BILLINGS, MT. br br Job Details br br Weekly gross 1,707 (more...)
Company: General Healthcare Resources
Location: Boston
Posted on: 12/9/2019

Travel Nurse - ER RN - Billings, MT
Description: Estimated 1403 weekly take home pay - Billings, MT - Travel ER Registered Nurse RN br br Explore the historic Pictograph Cave State Park when you start your next travel opportunity with this (more...)
Company: General Healthcare Resources
Location: Boston
Posted on: 12/9/2019

IT Finance Project Analyst (with strong MS Excel)
Description: IT Finance Project Analyst with strong MS Excel Apply now Apply now ul li Start apply with LinkedIn li ul li Start apply with Xing li ul li Apply Now li Start li Please wait...Date:Dec (more...)
Company: TJX
Location: Marlborough
Posted on: 12/9/2019

Log In or Create An Account

Get the latest Rhode Island jobs by following @recnetRI on Twitter!

Cranston RSS job feeds