Top 10 Cfp Jobs in Greensboro, Nc

Investment Consultant - Greensboro, NC
Fidelity Investments —Greensboro, NC
- Full-time
- Mid-level
- Office
- Experience equivalent to degree accepted
9d
J.P. Morgan Wealth Management - Private Client Advisor - Kernersville, NC
JPMorganChase —Kernersville, NC
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Financial Consultant - Greensboro, NC
Fidelity Investments —Greensboro, NC
- Full-time
- Mid-level
- Office
- Mentoring
- Tuition reimbursement
2h
Financial Planning Specialist
CAPTRUST —Greensboro, NC
- Full-time
- Customer service
- 5 years
- Research
- Health savings account
- Disability insurance
12d
Associate Financial Professional
Stone Press Financial Group —Greensboro, NC
- $80,000 a year
- Hybrid work
- CPA
- Microsoft Office
- Finance
Quick Apply
Associate Financial Advisor
Edward Jones —Reidsville, NC
- Full-time
- Data analysis skills
- Research
- Mid-level
- Profit sharing
- Health savings account
11d
Financial Representative - Transitioning Military
Northwestern Mutual —Greensboro, NC
- Mid-level
- Bachelor's degree
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance
Quick Apply
Associate Financial Advisor II
LPL Financial —Greensboro, NC
- $74,700 - $124,500 a year
- Full-time
- Microsoft Excel
- Office
- Business development
- Health insurance
- Paid time off
Quick Apply
13d

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Investment Consultant - Greensboro, NC

Fidelity Investments -
Greensboro, NC

Apply Now

Job Details

Full-time
9 days ago

Qualifications

Customer communication
Series 7
FINRA License
Experience practicing in the securities industry

Full Job Description

Job Description:

The Role

Working in our Investor Center, you will develop customized financial plans utilizing a wide range of products, services, and Fidelity’s planning tools. Your good judgment and keen product knowledge will guide you. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. In this role you will work directly with clients to help them make investment decisions that are in their best interest. By skillfully working with Fidelity’s planning and guidance resources, you will present and implement solutions that suit the client’s needs. This will develop a lasting impact on their financial future.

The Expertise and Skills You Bring

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Leverage Fidelity’s guidance tools to facilitate financial planning discussions and recommend solutions that best align with client needs
Use technology to prepare for and conduct efficient one-on-one appointments, maximizing client time and enabling effective follow-up planning
Grow relationships through proactive outreach, seeking to understand clients’ goals and objectives and referring them to wealth management partners based on needs and financial complexity
A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
Comprehensive understanding of various investment solutions and can educate customers on the values and differences of each
Interpersonal skills and ability to grow relationships are exemplary
Will take initiative and exceed expectations
Outstanding communication and consultative skills, and thrives in a fast-paced work environment

The Team

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 built to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to support you in all aspects of your business. You will not fail due to a lack of training or onboarding. You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.

Please note this role requires in-person attendance in the assigned Branch location.

Note: Fidelity will not provide immigration sponsorship for this position.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Series 07 - FINRA, Series 66 - FINRA

Category:

Sales

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Apply Now

Refine Your Search

cfp jobs in greensboro, nc

Investment Consultant - Greensboro, NC

J.P. Morgan Wealth Management - Private Client Advisor - Kernersville, NC

Financial Consultant - Greensboro, NC

Financial Planning Specialist

Associate Financial Professional

Associate Financial Advisor

Financial Representative - Transitioning Military

Associate Financial Advisor II