Financial Analyst

Bayonne, NJ, United States

Recognized expertise in nurturing lasting bonds, uncovering requirements and advising appropriate solutions

The applicant needs to possess a FINRA Series 7 and 63 license as well as state registration or have the potential to obtain the Series 65/66 license after the hiring process to qualify for this job

Capable of presenting multifarious solutions to a knowledgeable clientele, building rapport, and enhancing credibility through attentive communication

Professional certifications and degrees are advantageous to any profession, particularly finance

This is a highly valued skill in any field as it allows individuals to respond successfully to unexpected challenges and opportunities

Your resolute devotion to your clients is complemented by your aspiration to bring about a positive transformation in the community

Responsibilities In this role, you will also be expected to carry out research and data analysis, which will help your superior to make informed decisions

Cleverly acquainting your clients with different investment schemes and engendering encouraging, client-oriented discussions that result in greater asset accumulation

We are concerned about our workers' overall health and happiness and provide a range of benefit programs to promote work-life balance

With Fidelity, you will receive thorough training and onboarding to help you achieve success

Your unwavering principles, sharp insight, exceptional diplomacy, and comprehensive logistics enable you to advise and reinforce your stakeholders in reaching their retirement destinations

Qualifications Recognized expertise in nurturing lasting bonds, uncovering requirements and advising appropriate solutions

The applicant needs to possess a FINRA Series 7 and 63 license as well as state registration or have the potential to obtain the Series 65/66 license after the hiring process to qualify for this job

Capable of presenting multifarious solutions to a knowledgeable clientele, building rapport, and enhancing credibility through attentive communication

Professional certifications and degrees are advantageous to any profession, particularly finance

This is a highly valued skill in any field as it allows individuals to respond successfully to unexpected challenges and opportunities

Your resolute devotion to your clients is complemented by your aspiration to bring about a positive transformation in the community

Responsibilities In this role, you will also be expected to carry out research and data analysis, which will help your superior to make informed decisions

Cleverly acquainting your clients with different investment schemes and engendering encouraging, client-oriented discussions that result in greater asset accumulation

Benefits We are concerned about our workers' overall health and happiness and provide a range of benefit programs to promote work-life balance

With Fidelity, you will receive thorough training and onboarding to help you achieve success

Your unwavering principles, sharp insight, exceptional diplomacy, and comprehensive logistics enable you to advise and reinforce your stakeholders in reaching their retirement destinations

Job Description:

Financial Consultant...

Fidelity has established itself as a leader in the industry by providing financial professionals with a unique business model that allows for growth, flexibility, and unmatched support. Say goodbye to the struggle of generating new clients and hello to a world where you can focus on your passion for creating financial solutions.

In this role, you will also be expected to carry out research and data analysis, which will help your superior to make informed decisions. You should have a good understanding of the industry trends, your superior's organization, and the market to provide valuable insights

At the Investor Center, direct communication with clients is crucial. Here, you'll offer bespoke solutions and advice to boost the firm's image. We provide you with an excellent product platform and financial resources to aid in creating relationships with a pre-existing clientele and expanding the reach of the brand.

Seeking Experienced Candidates

• Recognized expertise in nurturing lasting bonds, uncovering requirements and advising appropriate solutions

• The applicant needs to possess a FINRA Series 7 and 63 license as well as state registration or have the potential to obtain the Series 65/66 license after the hiring process to qualify for this job

• Capable of presenting multifarious solutions to a knowledgeable clientele, building rapport, and enhancing credibility through attentive communication

• Professional certifications and degrees are advantageous to any profession, particularly finance. But if you don't have any yet, consider our Tuition Reimbursement program to help achieve your educational goals

Your Adaptability: Adaptability refers to the ability to adjust your approach and mindset to fit a new or changing situation. This is a highly valued skill in any field as it allows individuals to respond successfully to unexpected challenges and opportunities

• Cleverly acquainting your clients with different investment schemes and engendering encouraging, client-oriented discussions that result in greater asset accumulation

• Embracing the qualities of being receptive to guidance, having a cooperative attitude, and a constant desire for learning are three important factors that can elevate your success

• Devoted to creating an environment of growth and success for customers through exceptional service

• Empowered by achievement and finding solutions, you take the initiative and excel in exceeding customer expectations

• Comprehensive grasp of investment opportunities

Our investments in your skillset aim to ensure your professional growth and advancement

Fidelity regards its workforce as its primary competitive edge, and we emphasize an all-encompassing life approach. Our comprehensive compensation plan includes a strong base salary to recognize our employees' outstanding performances. We are concerned about our workers' overall health and happiness and provide a range of benefit programs to promote work-life balance. Furthermore, we offer comprehensive training opportunities, including in-person, regional, and national instruction and virtual learning sessions, to support their professional growth. With Fidelity, you will receive thorough training and onboarding to help you achieve success

Your Unique Contributions

• Your unwavering principles, sharp insight, exceptional diplomacy, and comprehensive logistics enable you to advise and reinforce your stakeholders in reaching their retirement destinations

• Our commitment to our clients is to deliver investment solutions and retirement plans that are designed to cater to their current and future requirements

• A strong professional-client relationship is based on trust and effective communication, and can be achieved through asking questions and open listening

• Your resolute devotion to your clients is complemented by your aspiration to bring about a positive transformation in the community

Certifications:

The FINRA Series 07 exam consists of 125 multiple choice questions and has a time limit of three hours

Company Overview

The principal mission of Fidelity Investments is to empower individuals to make strategic investments while securing their financial future.

Join Us

Employees have acknowledged Fidelity's dedication towards providing a pleasant work environment by awarding them the Glassdoor Employees' Choice Award and recognizing them as the Best Place to Work in 2023.

At Fidelity, we recognize the need for individuals to maintain flexibility between personal and business commitments. Hence, our introduction of Dynamic Working. Our goal is to establish a work environment that permits most associates to work both onsite and remotely. As part of this approach, we have set up a hybrid schedule requiring employees to work onsite for one week, five consecutive days every four weeks. We have the flexibility to adjust these demands should the situation demand it.

Fidelity wants you to achieve your full potential – that's why their job opportunities are available at fidelitycareers.com.

Our commitment to equal opportunities and inclusivity is a core value at Fidelity Investments. We firmly believe that a workforce built on these ideals will drive growth, productivity and ultimately, success for our company.

If you are an applicant with a disability who requires assistance to participate in the application or interview process, Fidelity will reasonably accommodate you. Contact the HR Accommodation Team by emailing [email protected] or calling 800-835-5099, prompt 2, option 3.

Fidelity emphasizes honesty, integrity, and safety for its clients and employees in a highly regulated environment. For some job roles, candidates may go through an initial credit check during the screening process. If selected, candidates must undergo a thorough background investigation that may involve the provision of additional documentation. The investigation encompasses various areas such as education, employment, credit, regulatory review, civil litigations, and criminal records (if required). The investigation covers seven years or more of history, based on the role.

Those who have worked as Senior Accountant, Accounts Payable Clerk, Billing, Cost, and Rate Clerk, and other Accounting and Finance positions are eligible to submit their applications Company information

At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

Company Specialties:

Retirement, Investments, Online trading, Asset management, IRA, 401k, Mutual funds, Stocks, ETF, Bonds, Brokerage, Cash management, HSA, 529 plans, Annuities, Life insurance, Benefits consulting, Stock plan services, Investing, and Business news

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