Personal Investing Licensed Professional (MW)
Apply NowCompany: Appcast
Location: Roanoke, TX 76262
Description:
Job Description:
Sales & Wealth Planning
Financial planning at Fidelity? People-focused. Collaborative. Driven. Just like you. Whether it's personal needs-based investment guidance, wealth management, retirement planning, income strategies or college planning services, you'll have a full range of products, solutions and support needed to provide the best customer experience.
The impact you can deliver:
Investing is a fast-paced, resource-rich environment where we always do what's best for our customers. From fund management to compliance and risk oversight, your work will help clients achieve their investment goals.
Some of the guidance you'll provide:
When it comes to supporting our customers, it's all about building relationships. Connecting with customers, listening, and acting with empathy as you work to understand their long-term goals. You'll make an impact on their financial futures each and every day, with the support and resources of one of the world's largest financial firms.
Certifications:
Series 07 - FINRA
Category:
Customer Service, Relationship Management, Sales
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
Sales & Wealth Planning
Financial planning at Fidelity? People-focused. Collaborative. Driven. Just like you. Whether it's personal needs-based investment guidance, wealth management, retirement planning, income strategies or college planning services, you'll have a full range of products, solutions and support needed to provide the best customer experience.
The impact you can deliver:
- Provide consultative investment and financial planning guidance
- Manage high-net-worth client accounts and account teams
- Act as a liaison between the customers and Fidelity to drive customer satisfaction
Investing is a fast-paced, resource-rich environment where we always do what's best for our customers. From fund management to compliance and risk oversight, your work will help clients achieve their investment goals.
Some of the guidance you'll provide:
- Investment research
- Portfolio management
- Trading
- In-depth reporting and analysis
When it comes to supporting our customers, it's all about building relationships. Connecting with customers, listening, and acting with empathy as you work to understand their long-term goals. You'll make an impact on their financial futures each and every day, with the support and resources of one of the world's largest financial firms.
Certifications:
Series 07 - FINRA
Category:
Customer Service, Relationship Management, Sales
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.