Location: Orlando, FL
Company: Employeez
flexibility, growth, and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity's planning tools.
Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. The Expertise We're Looking For Effectively utilizing Fidelity's guidance tools, you engage in financial planning
discussions by presenting solutions and service offerings that best meet client needs Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client's time, as well as plan for post-appointment follow-up Growing relationships through proactive outreach, you seek to understand clients' goals and objectives and refer them to a wealth management partner based on needs and financial complexity Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire Degree and/or other professional certifications such as a CFP are helpful; if you don't already have a CFP or degree,
our Tuition Reimbursement program can help you obtain one!
The Skills You Bring You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.
And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity's planning and guidance tools, presenting and implementing solutions that best meet the client's needs, you will have a lasting impact on the client's financial future.
Please note this role requires in-person attendance in the assigned Branch location.
Consulting jobs refer to professions where experts provide strategic advice to companies or individuals. Individuals in these roles analyze challenges, identify improvements, and recommend solutions that drive business efficiency, profitability, and growth. Characterized by problem-solving, project-based engagements, and expertise in specific industries or functions, consultants may work for firms or as independents. This career is marked by its dynamic work environment, frequent travel, and the opportunity for exposure to diverse business scenarios, enabling consultants to rapidly build a broad skill set and professional network.
Consulting jobs refer to professions where experts provide strategic advice to companies or individuals. Individuals in these roles analyze challenges, identify improvements, and recommend solutions that drive business efficiency, profitability, and growth. Characterized by problem-solving, project-based engagements, and expertise in specific industries or functions, consultants may work for firms or as independents. This career is marked by its dynamic work environment, frequent travel, and the opportunity for exposure to diverse business scenarios, enabling consultants to rapidly build a broad skill set and professional network.
Consulting jobs refer to professions where experts provide strategic advice to companies or individuals. Individuals in these roles analyze challenges, identify improvements, and recommend solutions that drive business efficiency, profitability, and growth. Characterized by problem-solving, project-based engagements, and expertise in specific industries or functions, consultants may work for firms or as independents. This career is marked by its dynamic work environment, frequent travel, and the opportunity for exposure to diverse business scenarios, enabling consultants to rapidly build a broad skill set and professional network.
Consulting jobs refer to positions where individuals, known as consultants, provide expert advice and strategic solutions to organizations across various industries. Typically, these roles are characterized by project-based work, analytical problem-solving, and collaboration with client teams. Consultants often specialize in areas such as management, technology, finance, or human resources, aiming to enhance a company's performance, efficiency, and profitability. Distinctive features of consulting jobs include frequent travel, high-paced environments, and the potential for rapid career advancement for high-performers.
