Financial Consultant - West Hartford, CT
Fidelity Investments
Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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. The Expertise We’re Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Note: Fidelity is not providing immigration sponsorship for this position Our Investments in You 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 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! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community 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: West Hartford, CTType: Full time
$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...SuggestedFull timeInternshipLocal areaFlexible hours$59.1k - $196k
...payroll, cloud-based HR and financial management solutions that put... ...a Workday Adaptive Insights Consultant, your primary responsibilities... ...Corp; New York, One Manhattan West, Corp; Cleveland, 1400 W 10th... ...Pittsburgh, 1001 Liberty Ave, Corp; Hartford, 280 Trumbull, Corp; St....SuggestedFull timeWork experience placementLive inWork at officeLocal area$102.8k - $154.2k
...theirs, too. Join our team as we help shape the future. The Financial Analysis Consultant will be a key member of the Claims Finance team,... ...operational insights.* This position will be Hybrid in our Hartford, CT (Tuesday, Wednesday & Thursday in office). Responsibilities...SuggestedFull timeTemporary workWork at office$102.8k - $154.2k
...investment areas make informed business decisions. As a Financial Analysis Consultant, you will partner directly with Technology leaders and Finance... ..., with the expectation of working in the office (Hartford, CT) 3 days a week (Tuesday through Thursday). Bachelor's degree...SuggestedFull timeTemporary workWork at officeShift work3 days per week- ...more meaningful? At Greater Hartford Wealth Management of... ...confidently transition into financial services. You’ll be surrounded... ...at: 29 S Main St. Ste 201 West Hartford, CT 06107 Follow this link... ...Responsibilities: Client Consultation: Engage with clients to...SuggestedFull timeSummer workInternshipWork at officeVisa sponsorshipFlexible hours
- ...Northwestern Mutual is seeking College Financial Representatives for their internship program in West Hartford, CT. This role prepares candidates for a career in financial planning, providing guidance to develop business strategies and build client relationships. Interns...Internship
$80k - $95k
Job title: Associate Financial Advisor Location: West Hartford, CT Status: Full Time (5 days in office) Compensation: $80,000- $95,000 (base salary) Who We Are We are a wealth advisory firm that provides creative, personalized financial planning for a lifetime and beyond...Full time- ...Description Job Description Bergenn Financial Group is an independent financial planning & investment management firm in West Hartford, CT. We have a customer-centric, modern,... ...case design, and financial planning Consult with clients on investment strategies based...
- ...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You... ...a welcoming environment. Engage in clear, polite, consultative communication to help clients and build trust ask questions and...Immediate startAfternoon shift
$150k - $170k
...clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes... ...Financial Advisor to join a collaborative advisory team in Hartford, CT. The ideal candidate is passionate about serving clients,...Full timeTemporary workFlexible hours- ...Description: D365 Finance Operations FO Project Management Accounting Costing PMA Functional Consultant Experience of minimum 23 full lifecycle implementations using MS Dynamics D365 FO Project Management Accounting Solution Gathering understanding analyzing...Contract work
- ...variety of administrative, registration and financial support duties for the unit/department.... ...behaviors, core values and philosophy of CT Children's. Responsibilities... ...Day Locations 282 Washington Street, Hartford, CT, 06106, US (Hybrid) Scheduled Days...Work at officeMonday to FridayShift work
$150k - $170k
...clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes... ...a Financial Advisor to join a collaborative advisory team in Hartford, CT. In the spirit of pay transparency, we are excited to share...Full timeTemporary workFlexible hours$150k - $170k
## Financial AdvisorApplylocations: Hartford, CTtime type: Full timeposted on: Posted Todayjob requisition id: R-102677**About Wealth Enhancement** Wealth... ...Advisor** to join a collaborative advisory team in Hartford, CT. The ideal candidate is passionate about serving clients...Full timeTemporary workFlexible hours- West Hartford, CT, West Hartford, CT, US Job Description Job Title: Loan Processor Department: Processing Location: Hybrid/Remote - CT based Position reports to: VP, Sr. Mortgage Banker TMS Core Values: Do the Right Thing; Embrace and Drive Change Create and Maintain...Contract workRemote work
- ...equipment vendors and manufacturers. Keystone is headquartered in West Hartford, CT. Keystone’s success is built on relationships, equipment... ...unique brand of equipment finance has produced excellent financial performance through all cycles since our founding. KEF...Work at officeImmediate start
$65k - $75k
...This position reports directly to the Director of Program Development & Origination.The position will be based in the Green Bank's Hartford, CT office with opportunities for remote work.Expected salary ranges from $65,000 - $75,000, but the final salary will be...For contractorsWork experience placementInternshipWork at officeRemote work$25 - $38.46 per hour
...Banker Location: 55 South Main Street - West Hartford, Connecticut 06107 Job Summary Be a... ...with a plan-based approach to financial advice. As a PCB, you will deliver and... ...techniques with clients, including tele-consulting, outside calling, prospecting and networking...Hourly payWork experience placementDay shift$75k - $95k
...West Hartford, CT | $75,000–$95,000 Base | Monday–Friday | Onsite We’re partnered with a growing, well-established wealth management firm... ...worth clients. As their client base expands, they’re adding a Financial Planning Specialist to support their Senior Financial...Local areaMonday to Friday$74k - $84.1k
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do... ...of America) Hours Per Week 40 Pay Transparency details US - CT - Hartford - 185 ASYLUM ST - CITY PLACE 1 (CT2500), US - MA - Boston - 1...Work experience placementWork at officeFlexible hoursShift workDay shift- TD in Hartford, CT seeks a Retail Banker I to serve as a customer liaison, delivering consultative financial advice and banking solutions. The role emphasizes education, referrals, and building lasting relationships with customers in a fast-paced environment. Requires...
$110k - $130k
...the first 25 applicants Fairfield County, CT | Onsite | $110,000–$130,000 Base A... ...wealth management firm is seeking a Certified Financial Planner (CFP) to join their growing team.... ...0,000.00 1 week ago Financial Services - Consulting - Guidewire - Business Analyst - Manager...Full timeLocumLocal areaRelocation- ...Work Location:Hartford, Connecticut, United States of AmericaHours:40Pay Details:$72,280 - $108,160 USDTD is committed to providing... ...details for this role.Line of Business:TD WealthJob Description:The Financial Advisor (FA) role is a three-year program with a forgivable...Work at officeLocal areaWork from homeFlexible hours
- ...Northwestern Mutual is seeking a Financial Advisor in Hartford, Connecticut. This role offers a unique opportunity to start a business while helping clients with financial planning. As a Financial Advisor, you'll build client relationships, develop personalized financial...
$77k - $214k
...are expected to support technology risk consultations. As a Senior Associate you are expected... ...WA-Seattle; SC-Spartanburg; NY-Albany; CT-Stamford; FL-Tampa; GA-Atlanta; OH-Toledo... ...Park; TX-Fort Worth; NC-Greensboro; CT-Hartford; TX-Houston; MI-Grand Rapids; IN-Indianapolis...Full timeH1b- ...DescriptionIn the assigned Job Role of Package Consultant 3, your Area Of Responsibility will be... ...implementation experience in Oracle Financials Cloud (AP, GL, AR, IC). Experience in... ...Management Cloud Work LocationHartford, CT, Indianapolis, IN, Raleigh, NC, Richardson...Full timeTemporary workRelocation
$121.36k - $182.04k
...overseeing credit and market risks across The Hartford. This role provides independent risk... ...insights. This position is based in Hartford, CT on a full-time, hybrid schedule (T, W, Th... ...conclusions.Strong analytical and financial modeling skills, including structured finance...Full timeTemporary workWork at officeRemote work- ...reinsurance, distribution, sales, operations, risk control, claim, and financials.Able to effectively utilize this business knowledge in... ...more about our comprehensive benefit programs please visit .SummaryLocation: CT - Hartford; MN - St. Paul; MA - BostonType: Full timeFull timeLocal area
- ...off Hiring on Behalf of a client - Location: Onsite, Hartford, CT Shifts: 8 hour shifts Monday - Friday with shifts varying... ...agent “Specialist” must possess strong communication skills, financial acumen, and a commitment to delivering exceptional service to...Temporary workWork at officeMonday to FridayShift work
- ...service ticketing system and on phone calls.What Will You Do?Consult on cybersecurity controls and best practices to assist clients... ...posting.To learn more about our comprehensive benefit programs please visit .SummaryLocation: CT - Hartford; US - NationwideType: Full timeFull timeLocal area
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