MinneapolisRecruiter Since 2001
the smart solution for Minneapolis jobs

Financial Planner

Company: Fidelity Investments
Location: Saint Paul
Posted on: June 26, 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 months The Purpose of Your Role It 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 once The 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 team How Your Work Impacts the Organization Fidelity 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 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. 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.

Keywords: Fidelity Investments, Minneapolis , Financial Planner, Accounting, Auditing , Saint Paul, Minnesota

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


Night Auditor
Description: SUMMARY: To audit accounts, calculate charges and oversee front desk operations. Responsible for a high level of guest service as described in your departments guest service standards. br br ESSENTIAL (more...)
Company: Treasure Island Resort & Casino
Location: Cannon Falls
Posted on: 07/24/2019

Pharmaceutical Senior Cost Accountant-Minimum 5-7 years exp.
Description: The Senior Cost Accountant will be responsible for all aspects of accounting for inventories in our Minnesota location. Responsibilities include establishment, analysis and maintenance of standard costs, (more...)
Company: Antares Pharma Inc.
Location: Minneapolis
Posted on: 07/24/2019

Junior Financial Representative
Description: We're More Than InsuranceAt Mutual of Omaha, we're not afraid to step outside the box and release the potential for ultimate success. We are a Fortune 500 company that allows you to carve your own professional (more...)
Company: Mutual of Omaha
Location: Randolph
Posted on: 07/24/2019


Night Auditor
Description: SUMMARY: To audit accounts, calculate charges and oversee front desk operations. Responsible for a high level of guest service as described in your departments guest service standards. br br ESSENTIAL (more...)
Company: Treasure Island Resort & Casino
Location: Welch
Posted on: 07/24/2019

Sales Tax Analyst
Description: SunIRef:Sales:title Sales Tax Analyst Element Fleet Corporation - Eden Prairie, MN 55344 Element Fleet Management is seeking a Sales Tax Analyst to join our Tax team. The Sales Tax Analyst, is responsible (more...)
Company: Element Fleet Corporation
Location: Eden Prairie
Posted on: 07/24/2019

Billing/Collections Rep - Senior
Description: Adecco is currently assisting a local client in their search to fill Billing/Collections Rep Senior in Minnetonka, MN br Description: br br top 5-10 responsibilities for this position br (more...)
Company: Adecco
Location: Minnetonka
Posted on: 07/24/2019

Inpatient Hospital Coding Compliance Auditor
Description: Inpatient Hospital Coding Compliance Auditor The Inpatient Hospital Coding Compliance Auditor will provide expert auditing services across various hospitals for Inpatient services. Review documentation (more...)
Company: Mommy Jobs Online
Location: Elk River
Posted on: 07/24/2019

Financial Advisor
Description: Primary Purpose:This position's primary responsibility will be to service numerous smaller accounts as defined by Senior Advisors that due to time constraints they do have the capacity to handle. In addition (more...)
Company: Wings Financial CU
Location: Lakeville
Posted on: 07/24/2019

Financial Advisor
Description: The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should
Company: All Things Annuity
Location: Minneapolis
Posted on: 07/24/2019

Cash Services Cashier * New
Description: SUMMARY: To provide accurate and timely cash or cash equivalent transactions for guests and other departments. Responsible for a high level of guest service as described in your departments guest service (more...)
Company: Treasure Island Resort & Casino
Location: Lake City
Posted on: 07/24/2019

Log In or Create An Account

Get the latest Minnesota jobs by following @recnetMN on Twitter!

Minneapolis RSS job feeds