Wealth Planner at reputed company Texas

Wealth Planner job at reputed company. Texas. Job Description: With your extraordinary knowledge and incomparable reputed company, 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 reputed company 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 The 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 reputed company. 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 reputed company 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 The Value You Deliver • No longer spending time on cold calls and sourcing new clients, you are able to reputed company an impact in the lives of your clients through deepening relationships and reputed company financial planning • Your reputed company, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reputed company their retirement goals • Educating customers on the technology and channels available to them to reputed company monitor, maintain, and handle their investments How 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 reputed company the reputed company 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! This position will be based in the Biltmore Investor Center in Arizona. Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Company Overview reputed company is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. Join Us At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to reputed company at work and at home. Honored with a , we have been recognized by our employees as a top 10 Best reputed company to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined. blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite reputed company business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, reputed company, and the safety of our associates and customers reputed company a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit reputed company during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . reputed company is an equal opportunity employer. We reputed company that the most effective way to attract, reputed company and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling 800-835-5099, reputed company 2, option 3. We welcome those with experience in jobs such as Payroll Specialist, Field Client Relationship Manager, and Controller and others in the Accounting and Finance to apply. Apply Job!