MidlandmiRecruiter Since 2001
the smart solution for Midland jobs

Financial Advisor (Midland,MI)

Company: Fidelity Investments
Location: Midland
Posted on: June 18, 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.

        Associated topics: broker, healthcare, insurance sales, life insurance sales, outside sales, retail, sales, sales associate, sales position, sales representative

Keywords: Fidelity Investments, Midland , Financial Advisor (Midland,MI), Accounting, Auditing , Midland, Michigan

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


Senior Associate
Description: It is Conway MacKenzie's policy to provide equal employment opportunity EEO to all employees and applicants for employment, M/F/Disabled/Veteran. In addition to federal law requirements, Conway MacKenzie, (more...)
Company: Conway MacKenzie
Location: Grand Rapids
Posted on: 07/12/2019

Financial Services Professional - Entry Level
Description: If your idea of a dream career combines business ownership with the opportunity to create impact, you may have just landed on a winning combination. As a Financial Services Professional, you will work (more...)
Company: MassMutual Great Lakes
Location: Southfield
Posted on: 07/12/2019

Financial Services Professional - Entry Level
Description: If your idea of a dream career combines business ownership with the opportunity to create impact, you may have just landed on a winning combination. As a Financial Services Professional, you will work (more...)
Company: Mass Mutual
Location: Southfield
Posted on: 07/12/2019


Financial Advisor
Description: We are looking for an experienced Licensed Annuities and/or Financial Advisor with a Series 65 or ChFC to work our existing client base cultivating a variety of different Senior Market sales opportunities, (more...)
Company: Alliance America
Location: Grand Rapids
Posted on: 07/16/2019

Specialist Order to Cash
Description: Specialist Order To Cash At our Company, we grow People, Brands, and Businesses Do you have great attention to detail and are looking to bring value to a client-driven team We are seeking a dedicated (more...)
Company: Advantage Solutions
Location: Grand Rapids
Posted on: 07/13/2019

Partnership Tax Senior Accountant
Description: Job Summary br br BDO s Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live (more...)
Company: BDO USA, LLP
Location: Grand Rapids
Posted on: 07/11/2019

Preset Appointments! Financial Sales! Big Bucks!
Description: We do NOT merely save small business owners money on their merchant credit card processing fees.
Company: Colorado Protection, LLC - zipCCfees
Location: East Lansing
Posted on: 07/13/2019

Corporate Accountant (Regular-Full Time)
Description: Our Accounting team is looking for a Corporate Accountant to support various entities by completing accounting-related tasks such as preparing, reviewing and reconciling financial information, while providing (more...)
Company: Sun Communities
Location: Southfield
Posted on: 07/16/2019

Build Financial Freedom in Four Years..
Description: ..while building a six figure residual income. Our expanding healthcare benefits
Company: Myownhomecareer
Location: Saginaw
Posted on: 07/15/2019

Financial Enrollment Advisor - Kalamazoo, MI
Description: Functional Area:SC - Sales Commission Estimated Travel Percentage : Up to 25 Relocation Provided: No VARIABLE ANNUITY LIFE INSURANCE COMPANY INC Excel with VALIC With the combined strength and diverse (more...)
Company: American International Group
Location: East Lansing
Posted on: 07/15/2019

Log In or Create An Account

Get the latest Michigan jobs by following @recnetMI on Twitter!

Midland RSS job feeds