RestonRecruiter Since 2001
the smart solution for Reston jobs

Personal Financial Advisor

Company: Fidelity Investments
Location: Reston
Posted on: December 5, 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 monthsThe Purpose of Your RoleIt 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 onceThe 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 teamHow Your Work Impacts the OrganizationFidelity 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 OverviewAt 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 Investments is an equal opportunity employer. We welcome those with experience in jobs such as Payroll Specialist, Home Buyer s Consultant, and Bookkeeper and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Reston , Personal Financial Advisor, Accounting, Auditing , Reston, Virginia

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Other Accounting, Auditing Jobs

Treasury Analyst
Description: Treasury Analyst Erickson Living is currently one of the largest senior housing developers and managers in the United States and ideally positioned for continued growth. We are expanding and developing (more...)
Company: Erickson Living
Location: Catonsville
Posted on: 12/7/2019

Financial Analyst I
Description: A career at T. Rowe Price says you want to contribute and make a difference at a leading global investment management firm where success results from the dedication our associates have in building success (more...)
Company: T Rowe Price
Location: Owings Mills
Posted on: 12/7/2019

Staff Accountant
Description: Staff Accountant Department of Agriculture Agricultural Research ServiceOverview - Open closing dates 11/08/2019 to 11/22/2019 - Service Competitive - Pay scale grade GS 12 - 13 (more...)
Company: Agricultural Research Service
Location: Beltsville
Posted on: 12/7/2019

Accounts Receivable Supervisor/Manager
Description: DescriptionAn established non-profit is seeking an Accounts Receivable Supervisor on a temporary to full-time basis. This Accounts Receivable Supervisor will work in the Columbia, Maryland location and (more...)
Company: Robert Half Accountemps
Location: Jessup
Posted on: 12/7/2019

Billing Professional
Description: DescriptionWe are looking for a Billing Accountant in our Columbia office. This person should have significant experience invoicing in a high-volume environment. This person should have general knowledge (more...)
Company: Robert Half Finance & Accounting
Location: Columbia
Posted on: 12/7/2019

SPAC Accounting Analyst
Description: The University of Maryland, Baltimore UMB , Office of Sponsored Projects Accounting and Compliance SPAC is currently recruiting for aSPAC Accounting Analyst. This position involves sponsored projects (more...)
Company: University of Maryland, Baltimore
Location: Baltimore
Posted on: 12/7/2019

Financial Planning
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 (more...)
Company: Fidelity Investments
Location: Highland
Posted on: 12/7/2019

Description: AccountantNational Aeronautics and Space AdministrationGoddard Space Flight CenterOverview ul li Open closing dates11/18/2019 to 12/02/2019 ul li ServiceCompetitive ul li (more...)
Company: Goddard Space Flight Center
Location: Greenbelt
Posted on: 12/7/2019

Junior Accountant
Description: Northrop Grumman Mission Systems is seeking a Junior Accountantto join its team.This position is located in Linthicum, MDPrimary Function:Interpret invoicing instructions in order to render invoices such (more...)
Company: Northrop Grumman
Location: Baltimore
Posted on: 12/7/2019

Lead Accountant
Description: GENERAL SUMMARY/JOB PURPOSE:The Lead Accountant will provide support in ensuring that appropriate accounting principles and standards to record and report financial transactions are consistently applied. (more...)
Company: Laureate Education
Location: Glenwood
Posted on: 12/7/2019

Log In or Create An Account

Get the latest Virginia jobs by following @recnetVA on Twitter!

Reston RSS job feeds