Financial Consultant - Stamford, CT
Fidelity Investments
Job Description:Note: Fidelity will not provide immigration sponsorship for this position.The RoleWorking in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.The Expertise and Skills You BringProven success in building relationships, uncovering needs, and recommending solutionsFINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hireAbility to present complex solutions to a knowledgeable client base while building rapport and credibilityDegree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire oneAbility to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsCoachable, collaborative, and curious are key attributesCommitted to delivering an outstanding customer experience with a passion for seeing others thriveMotivated by results and finding solutions, takes initiative and exceeds customer expectationsExtensive knowledge of investment solutionsThe TeamFidelity’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.Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!Fidelity’s Onsite Working ModelFidelity 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:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:SalesPlease 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.SummaryLocation: 869 WASHINGTON BLVD, STAMFORD, CTType: Full time
- ...an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing... ...and/or associating with individuals with certain Criminal Histories.SummaryLocation: 869 WASHINGTON BLVD, STAMFORD, CTType: Full timeSuggestedFull time
- DescriptionFP&A Analyst - Stamford, CT Wanted: dynamic and creative individuals ready to connect with a like-minded team. You’ll enjoy... ...Analyst with approximately 5 years of experience to support financial planning, forecasting, and management reporting. This role will...Suggested
- ...Financial Advisor The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners... ...with retail and small business banking clients ~ Consultative sales experience required ~ Demonstrated ability to establish...SuggestedWork at office
- ...distressed credit fund manager with strong returns located in the Stamford area. They have a small team of highly regarded senior... ...situations investing. Candidates should have outstanding modeling and financial analysis skills, excellent critical reading ability, and a...SuggestedVisa sponsorship
$26.4 - $33 per hour
Financial Counselor Fully Remote MSO Corporate 1000 - Stamford, CT 06905 Overview Salary Range $26.40 - $33.00 Hourly Level Experienced Position Type Full Time Job Shift Day Education Level High School or Equivalent Travel Percentage None Category Health Care Description...SuggestedHourly payFull timeWork at officeLocal areaRemote workShift work- ...Hedge Fund - Senior Accountants. Two positions!Hybrid schedule and their office is in Stamford near train station.Our client, a top-rated Hedge Fund continues to build out their Stamford, CT office. The firm currently has two positions available one joining their fund...Work at office
- ...AXIS Capital in Stamford, CT, is hiring a GRC Analyst to strengthen security awareness and training across the organization. You will help execute phishing simulations, coordinate training, and produce insights to reduce risk. The role collaborates with Information Security...
- ...is remote and will report into Lovesac Corporate HUB based in Stamford, CT. Candidates must fully reside in the United States at all... ...and ERP engineering resources.Support optimization of NetSuite financial processes including General Ledger, Accounts Payable, Accounts...Full timeTemporary workLocal areaRemote workFlexible hours
$120k
...Northwestern Mutual – Fairfield County, CT (Westport, Stamford, Fairfield) Full-Time | In-Person... ...What This Career Looks Like As a Financial Advisor, you will establish yourself... ...successful advisors transition from: Consulting, finance, or banking Corporate...Full timeTemporary workWork at officeLocal areaRemote workFlexible hours$90k
...Location: Stamford, CT, Connecticut Type: Perm (Contingency) Job #49999 Salary: $90,000 Job Overview - Senior Financial Analyst (FP&A) Compensation: $90,000 - $120,000/year + bonus Location: Stamford, CT Schedule: Monday to Friday...Permanent employmentMonday to Friday$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours$94k - $104k
...help shape the future of cannabis. Title: Senior Financial Analyst, Corporate FP&A Location: Stamford, CT Job Type: FT About the Role The Senior Financial Analyst... ...in FP&A, Corporate Finance, Business Analytics, Consulting, or a related analytical role. Advanced Microsoft...Permanent employmentWork at office- ...Northwestern Mutual Career Opportunities: Office Locations - Stamford, CT | Westport, CT | Fairfield, CT Experienced/Seasoned WMA's... ...Career Transition Entry-Level What We Do: Financial Planning - Retirement Planning, Estate Planning, Business Planning...Work experience placementWork at officeWork visa
- ...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You... ...and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust...Afternoon shift
- ...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You... ...and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust...Afternoon shift
- ...Banker I The Retail Banker I is a customer liaison that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice to assist Customers with their banking solutions/needs. This role contributes to the achievement of business...Work at office
- ...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You... ...and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust...Immediate startAfternoon shift
$67k - $105.88k
...commercial loans, as well as maintaining credit files, analyzing financial statements, communicating with loan software vendors,... ...experience. Wage Range: $67,000 - $105,884 Locations Corporate Office Stamford, CT 06905, USA Equal Opportunity Employer/Protected Veterans/...Work at officeMonday to Friday- ...Job Description BestEx Research is a financial technology and research firm specializing... ...market conditions to support execution consulting conversations and algorithm... ...and clients. Willing to work in our Stamford, CT based HQ in person daily, with WFH flexibility...Work from home
- ...Job Description Job Description Financial Sales with NM110: Becoming a Financial Sales Consultant with NM110 is an opportunity to help your clients achieve their... ...ONLY ACCEPTING APPLICANTS FROM FAIRFIELD COUNTY, CT AND SURROUNDING AREAS - NO MANHATTAN, LONG ISLAND...Flexible hours
- ...supporting a large municipal government client in Connecticut. The consultant will be embedded directly with the client’s Cybersecurity... ...aligned to NIST and federal standards. Location: On-site (Stamford area, CT) Schedule: 35 hours per week (fully on-site) Duration: 6-12...Long term contractContract work
- ...Lenox Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. Who we are: Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth...Full timeDay shift
$120k - $195k
...Posted: 07/10/2025 Location: Stamford, Connecticut, United States Salary: $120000 - $195000 Job type: Permanent Overview We're recruiting for a Wealth Advisor on behalf of a local bank in Fairfield County with an established Wealth Management division. Candidates...Permanent employmentLocal area- ...Senior Financial Advisor (Greenwich Market) – Greenwich, CT Lead, grow, and deepen an established book of business with M&T Bank. We’re seeking an experienced... ...and growing a large book of business Strong consultative approach and ability to serve complex client needs...Work experience placementLocal area
- ...Senior Financial Advisor (Greenwich Market) Greenwich, CT Lead, grow, and deepen an established book of business with M&T Bank. We’re seeking an experienced... ...and growing a large book of business Strong consultative approach and ability to serve complex client needs...Work experience placement
$110k - $140k
Our client is an investment management firm. They seek a Fund Accountant to join their Greenwich, CT office.ResponsibilitiesPrepare and review monthly financial and management reports for the fundsCollaborate with outside administrators to create and maintain the financial...Work at officeRemote work$85k - $90k
...enhance client relationships through active participation in the financial planning process. Responsibilities include creating and... ...investment planning. This position requires a presence in the Stamford office five days a week. Job Description Primary Responsibilities...Work at officeLocal area$95k - $100k
...enhance client relationships through active participation in the financial planning process. Responsibilities include creating and... ...investment planning. This position requires a presence in the Stamford office five days a week. Job Description Develop, revise, and...Work at officeLocal area$200k
...Responsibilities Oversee and execute a broad range of fund accounting and financial reporting responsibilities Participate in the preparation and... ...opportunity to grow alongside the organization. Location: Stamford, CT Work Model: Hybrid — 2 days per week in office Compensation:...Work at office2 days per week- ...Certified Great Place to Work organization, Stamford Health understands what it takes to... ...guide and support Stamford Hospital research financial operations and indirectly impact patient... ...Job Shift Day Locations 3001 Summer St. , Stamford, CT, 06905, US #J-18808-Ljbffr...Full timeWork experience placementSummer workLocal areaShift work
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