Financial Advisor
1 week ago
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 RoleWorking 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
- 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
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
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 Glassdoor Employees’ Choice Award, 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.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
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, detailed in this document, 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 fidelitycareers.com.
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 accommodations@fmr.com.
We welcome those with experience in jobs such as Senior Accountant, Bilingual Customer Service , and Accounting Manager and others in the Accounting and Finance to apply.-
Financial Advisor
4 weeks ago
Red Bank, United States Northwestern Mutual Full time2025 start date *Paid licensing and training program*Fresh graduates and career changers encouraged to apply Full Job Description: Our financial advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans bringing together the right insurance and investment strategies to guide them every step of the...
-
Financial Advisor
4 months ago
Red Bank, United States Northwestern Mutual Full time*** Paid Licensing & Training Provided by Northwestern Mutual, Commission Incentivized Role **** Must be commutable distance to Red Bank, New Jersey ** 2024 Graduates & Career Changers Encouraged to Apply! *Financial Advisors at Northwestern Mutual Red Bank help their clients live more and worry less through our personalized approach to financial planning....
-
Financial Services Expert
2 weeks ago
Red Bank, Tennessee, United States Integrated Financial Concepts Full timeJob OverviewWe are seeking a seasoned Financial Advisor to join our team at Integrated Financial Concepts. As a key member of our advisory group, you will leverage your expertise to provide exceptional financial guidance and build long-lasting relationships with clients.The ideal candidate will possess a strong background in finance, excellent communication...
-
Event & New Business Coordinator
3 weeks ago
Red Bank, United States Abrahamsen Financial Group Full timeDescription Are you a dynamic and well-organized individual looking for an opportunity as an Event and New Business Coordinator at Abrahamsen Financial in Red Bank, NJ? Join our team and take on a diverse role where you will be instrumental in coordinating events, managing calendars, providing essential support for client services, and driving new business...
-
Event & New Business Coordinator
3 weeks ago
Red Bank, United States Abrahamsen Financial Group Full timeDescription Are you a dynamic and well-organized individual looking for an opportunity as an Event and New Business Coordinator at Abrahamsen Financial in Red Bank, NJ? Join our team and take on a diverse role where you will be instrumental in coordinating events, managing calendars, providing essential support for client services, and driving new business...
-
Financial Planner
1 week ago
Red Bank, United States Fidelity Investments Full timeJob Description:Financial ConsultantIf 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...
-
Financial Representative
1 week ago
Red Bank, United States Fidelity Investments Full timeJob Description:Financial ConsultantIf 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...
-
Red Bank, New Jersey, United States Abrahamsen Financial Group Full timeAt Abrahamsen Financial Group, we are seeking a highly skilled and organized Senior Event Coordinator and Business Development Specialist to join our team in Red Bank, NJ.Job Summary:We are looking for an experienced professional who can plan and execute client events, manage calendars, provide essential support for client services, and drive new business...
-
Financial Services Professional
2 weeks ago
Red Bank, New Jersey, United States SkyView Investment Advisors Full time**Company Overview**SkyView Investment Advisors is a pioneering investment advisory firm that has been shaping the industry since its inception in 2009. With an impressive $5B AUM on both discretionary and non-discretionary bases, the company boasts a robust presence across public and private markets. Through separately managed accounts, private funds, and...
-
Financial Services Representative
1 week ago
Red Bank, United States Fidelity Investments Full timeJob Description:Financial ConsultantIf 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...
-
Operations/Client Service Rep
3 months ago
Red Bank, United States SkyView Investment Advisors Full timeCompany Description SkyView Investment Advisors is an SEC-registered investment advisory firm founded in 2009 with over $5B AUM on a discretionary and non-discretionary basis. The firm deploys capital globally across both public and private markets via separately managed accounts, private funds, and institutional advisory. The firm works with institutions,...
-
Operations/Client Service Rep
3 months ago
Red Bank, United States SkyView Investment Advisors Full timeCompany DescriptionSkyView Investment Advisors is an SEC-registered investment advisory firm founded in 2009 with over $5B AUM on a discretionary and non-discretionary basis. The firm deploys capital globally across both public and private markets via separately managed accounts, private funds, and institutional advisory. The firm works with institutions,...
-
CF - Freehold - Certified Home Health Aide
4 months ago
Red Bank, United States Modivcare Full timeCompetitive Rates up to $20 per hourFREEHOLD, NJ(Rates vary with experience, case difficulty, hours/week an employee commits to work, and travel) Invest in yourself and become a Caregiver TODAY!If you enjoy working with people, caring for and talking with them, learning from their stories, and seeing them smile, this is the job of a LIFETIME. You’ll...
-
North America Marketing
3 weeks ago
Red Bank, United States AXIS Capital Full timeThis is your opportunity to join AXIS Capital - a trusted global provider of specialty lines insurance and reinsurance. We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an entrepreneurial, disciplined and ethical corporate culture. As a member of AXIS,...
-
Customer Relationship Ambassador
2 weeks ago
Red Boiling Springs, Tennessee, United States Edward Jones Full timeAbout Edward JonesWe're a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned.
-
Ambitious Client Relations Specialist
2 weeks ago
Red Boiling Springs, Tennessee, United States Edward Jones Full timeTransform Your Career with Edward JonesWe are seeking an experienced Branch Office Administrator to join our team in Boiling Springs, SC. As a vital member of our branch team, you will be responsible for delivering exceptional personalized service to our clients and supporting the financial advisor in achieving their goals.The ideal candidate will have...
-
Client Relationship Specialist
2 weeks ago
Red Boiling Springs, Tennessee, United States Edward Jones Full timeCompany OverviewAt Edward Jones, we are building a place where everyone feels like they belong. Our team is dedicated to helping clients achieve their long-term financial goals. We value different viewpoints and unique experiences, and we believe that this diversity helps us achieve results.About the RoleAs a Client Relationship Specialist - Part-Time, you...