NJ/NY Licensed Professionals

Fidelity•Paramus, NJ

19h•Onsite

About The Position

Join a team that invests in you with key product and service offerings, sophisticated technology, and a premier investment platform. Build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies. You will nurture relationships with an existing client base, provide appropriate investment solutions to existing clients, and help expand the acquisition of new customers. You will engage face-to-face with customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity’s open architecture, you’re able to provide comprehensive investment guidance and sustain long-lasting relationships. You will be building your career while forming relationships.

Requirements

NJ/NY Licensed Professionals
FINRA Series 7 & 63 required prior to hire
Series 65 and/or 66 and state registrations required within 3 months of hire
Experience with High Net Worth clients
Deep understanding of financial markets
Ability to simplify complex financial concepts
Ability to build rapport and credibility with highly valued clientele
Remarkable knowledge of investment products
Ability to thoughtfully introduce clients to different investment strategies
Ability to bring together additional client assets while engaging in positive, client-centered discussions
Ability to craft an unsurpassed customer experience and meet the client’s broad range of investment needs
Integrity, insights, interpersonal skills and meticulous planning

Nice To Haves

A CFP is preferred
If you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it

Responsibilities

Guide clients through wealth management and retirement planning strategies.
Nurture relationships with an existing client base.
Provide appropriate investment solutions to existing clients.
Help expand the acquisition of new customers.
Engage face-to-face with customers, offering mentorship and personalized planning.
Extend the reach of the firm's brand.
Provide comprehensive investment guidance and sustain long-lasting relationships.
Educate customers on the technology and channels available to them to better monitor, maintain, and handle their investments.