Financial Representative

4 weeks ago


Vero Beach, United States Fidelity Investments Full time
Job Description: Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
The Expertise We're Looking For
  • Previous success in building relationships, uncovering needs and recommending solutions
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
  • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
  • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring
    • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
    • Being coachable, collaborative, and curious are your "go to" attributes
    • Committed to delivering an outstanding customer experience with a passion for seeing others thrive
    • Motivated by results and finding solutions, you take initiative and exceed customer expectations
    • Extensive knowledge of investment solutions 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
      • Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
      • Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
      • Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
      • You have a steadfast commitment to your clients while making a positive impact in the community Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA
        Company Overview

        Fidelity Investments 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 thrive at work and at home. Honored with a , we have been recognized by our employees as a top 10 Best Place 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 all 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, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check 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 .

        Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop 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 .
        We welcome those with experience in jobs such as Billing and Posting Clerk, Residential Real Estate Agent, and Bookkeeper and others in the Accounting and Finance to apply.


  • Vero Beach, United States Fidelity Investments Full time

    Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...


  • Vero Beach, United States Fidelity Investments Full time

    Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...


  • Vero Beach, United States Fidelity Investments Full time

    Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...


  • Vero Beach, United States Fidelity Investments Full time

    Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...


  • Vero Beach, United States Fidelity Investments Full time

    Job Description : Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor...


  • Vero Beach, United States Fidelity Investments Full time

    Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...


  • Vero Beach, United States Fidelity Investments Full time

    Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...


  • Vero Beach, United States Fidelity Investments Full time

    Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...


  • Vero Beach, United States Piper Aircraft, Inc. Full time

    Job DescriptionJob DescriptionThe Senior Financial Analyst role is crucial for driving financial accuracy and strategic decision-making within the organization. Key responsibilities include conducting detailed variance analysis, assisting in the development and management of budgets, creating accurate financial forecasts, and contributing to month-end...


  • Vero Beach, United States Piper Aircraft, Inc. Full time

    Job DescriptionJob DescriptionThe Senior Financial Analyst role is crucial for driving financial accuracy and strategic decision-making within the organization. Key responsibilities include conducting detailed variance analysis, assisting in the development and management of budgets, creating accurate financial forecasts, and contributing to month-end...


  • Vero Beach, United States Piper Aircraft, Inc. Full time

    Job DescriptionJob DescriptionThe Senior Financial Analyst role is crucial for driving financial accuracy and strategic decision-making within the organization. Key responsibilities include conducting detailed variance analysis, assisting in the development and management of budgets, creating accurate financial forecasts, and contributing to month-end...


  • Vero Beach, United States Piper Aircraft, Inc. Full time

    Job DescriptionJob DescriptionThe Senior Financial Analyst role is crucial for driving financial accuracy and strategic decision-making within the organization. Key responsibilities include conducting detailed variance analysis, assisting in the development and management of budgets, creating accurate financial forecasts, and contributing to month-end...


  • Vero Beach, United States Piper Aircraft Full time

    Job Description Senior Financial Analyst (Full Time) Department: All Openings, Finance & Accounting The Senior Financial Analyst role is crucial for driving financial accuracy and strategic decision-making within the organization. Key responsibilities include conducting detailed variance analysis, assisting in the development and management of budgets,...

  • Financial Planner

    1 week ago


    Vero Beach, United States Fidelity Investments Full time

    Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...


  • Palm Beach Gardens, United States Northwestern Mutual Full time

    Our financial advisory firm is seeking new Financial Representatives to join our growing practice. Strong applicants will have exceptional interpersonal skills, a history of personal success, and a demonstrated interest in business, finance, and entrepreneur-ism. Financial Representatives provide expert guidance and innovative solutions for the planning...


  • Palm Beach Gardens, United States Northwestern Mutual Full time

    Our financial advisory firm is seeking new Financial Representatives to join our growing practice. Strong applicants will have exceptional interpersonal skills, a history of personal success, and a demonstrated interest in business, finance, and entrepreneur-ism. Financial Representatives provide expert guidance and innovative solutions for the planning...


  • Apollo Beach, United States Remote 3rd Party Collections Representative Full time

    Optio Solutions is seeking a highly energetic and experienced **3**rd** Party Collection Representatives** to join our growing team. This is a **fully remote **position, allowing you to work from the comfort of your home. Optio Solutions is a dynamic collections agency, that utilizes technology to bring you to the forefront of success. If you are seeking a...

  • Area Representative

    3 weeks ago


    Vero Beach, United States Fellowship of Christian Athletes Full time

    Job Description The Representative works with the Director and Advisory Team to fulfill the FCA Vision, pursue the FCA Mission and live the FCA Values by implementing the ministry plan for the assigned area. In the FCA Sports Environments, the Representative ensures there is a consistent approach to discipleshipmaking disciples who make disciples. The...


  • Santa Rosa Beach, United States Modern Woodmen Full time

    Overview The Modern Woodmen - Santa Rosa Beach office is seeking a motivated and driven individual to join our team as an Associate Financial Representative. This role offers an opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financial Representative. The ideal candidate will maintain existing...


  • Fort Walton Beach, United States Modern Woodmen Full time

    Overview The Modern Woodmen - Ft. Walton Beach/Destin office is seeking a motivated and driven individual to join our team as an Associate Financial Representative. This role offers an opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financial Representative. The ideal candidate will maintain existing...