IndianapolisINRecruiter
the smart solution for Indianapolis jobs

Financial Planning

Company: Fidelity Investments
Location: Indianapolis
Posted on: April 18, 2019

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 strategies The 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 itThe Purpose of Your Role We 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 Bring
    • 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 needsThe Value You Deliver
      • 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 investmentsHow Your Work Impacts the Organization Working 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!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. For information about working at Fidelity, visit FidelityCareers.com Fidelity Investments is an equal opportunity employer.

Keywords: Fidelity Investments, Indianapolis , Financial Planning, Accounting, Auditing , Indianapolis, Indiana

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 Advisor
Description: Job DescriptionWe are seeking a qualified candidate to join our independent franchise and Private Wealth Advisory practice of Ameriprise Financial, which currently ranks in the top tier of franchise advisors (more...)
Company: Ameriprise Financial
Location: Cincinnati
Posted on: 04/20/2019

Procure to Pay Sales Tax Manager
Description: We Are Hiring Procure to Pay Sales Tax Manager - PTP SALES TAX AND 1099 - Full-Time, Days - AH Ministry Service Center - Indianapolis, IN Why Join Ascension The Ascension Ministry Service Center serves (more...)
Company: Ascension Health
Location: Indianapolis
Posted on: 04/21/2019

Current College Students - ASR External Audit Intern - Summer 2020
Description: Job Summary Description br A career within External Audit services, will provide you with the opportunity to provide a range of Assurance services and business advice to a variety of clients from (more...)
Company: PwC
Location: Indianapolis
Posted on: 04/21/2019


Financial Services Agent
Description: The Agent Opportunity br br We look for people who: br br Want to make a positive difference in people's lives and in their community br Want a career that is both personally and financially (more...)
Company: State Farm
Location: Bloomington
Posted on: 04/21/2019

Accounting Clerk
Description: Kelly Services is seeking an Accounting Clerk for a non-profit organization located in Cincinnati, OH. br br Length of the assignment: Contract-to-hire br br Pay Rate: 16/hr br br Responsibilities (more...)
Company: Kelly Services
Location: Cincinnati
Posted on: 04/21/2019

Associate actuary - Life Insurance
Description: he Risk Management group in the Annuity Actuarial division is seeking an Associate Actuary. This job will encompass the following responsibilities and preferred skills: Responsibilities:
Company: Mitchell Actuarial Recruiting
Location: Cincinnati
Posted on: 04/21/2019

Consumer Banking & ME Market Leader
Description: The Consumer Banking Merrill Edge Market Leader will manage a team that may be comprised of field-based Financial Solutions Advisors, Bank Financial Advisors, and/or Financial Center Managers and Relationship (more...)
Company: Bank of America
Location: Indianapolis
Posted on: 04/20/2019

Current College Students - Assurance - Audit Intern
Description: At EY Assurance, we build a better working world through innovation, so we can meet the evolving demands of business, regulators and investors. Through a quality EY Audit, supported by state-of-the-art (more...)
Company: EY
Location: Cincinnati
Posted on: 04/21/2019

Accountant IV
Description: Accountant IV Job Overview Job Overview We are currently hiring a Accountant who is a CPA, for our Indianapolis, IN location. Apart from holding a CPA license, we are looking for a Bachelor's degree and (more...)
Company: Covance
Location: Indianapolis
Posted on: 04/21/2019

Controller
Description: Trinity Metals is a privately held company based in Indianapolis, Indiana that has interests in Manufacturing, Metals Processing, and Recycling. We are looking for an experienced accountant to undertake (more...)
Company: Trinity Metals LLC
Location: Indianapolis
Posted on: 04/20/2019

Log In or Create An Account

Get the latest Indiana jobs by following @recnetIN on Twitter!

Indianapolis RSS job feeds