Financial Consultant - Midlothian, VA
Soteria Reinsurance Ltd.
## Financial Consultant - Midlothian, VAApplylocations: Midlothian, VAtime type: Full timeposted on: Posted Todayjob requisition id: 2130116## ## Job Description: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 solutionsNote: 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## ## Certifications:Series 07 - FINRA, Series 66 - FINRA## ## Category:## 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.### About UsAt Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.Fidelity Investments is an equal opportunity employer. #J-18808-Ljbffr
- ...market noise or short‑term trends. The team is dedicated to holistic financial planning, helping clients pursue their financial goals and grow... ...to efficiently deliver best‑in‑class service. Job Location On‑site, McLean, VA (Northern Virginia Area) #J-18808-Ljbffr...SuggestedFull timeTemporary work
$14.42 - $24.04 per hour
## Part Time TellerApplylocations: VA - Onleytime type: Part timeposted on: Posted Todayjob requisition id: R228195# **Position Overview... ...a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet....SuggestedFull timePart timeWork experience placementWork at officeShift work- ...the examples and feedback that make advanced systems more accurate, consistent, and useful. For this role, that means putting real financial expertise to work: building, reviewing, and stress-testing the financial reasoning that the next generation of AI learns from....SuggestedContract workRemote workFlexible hours
$28.85 - $33.65 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do... ...your success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs...SuggestedHourly payWork at officeImmediate startMonday to FridayShift workDay shift$80k - $95k
...Position Title: Financial Analyst III Location: On-Site at DARPA Headquarters, 675 N Randolph Street, Arlington, VA 22203 Work Type: Full Time, On-Site Annual Salary Range: $80,000 - $95,000 Position Overview The Financial Analyst III supports the DARPA Adaptive Capabilities...SuggestedFull timeTemporary workFor contractorsWork at officeFlexible hours- ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...
$100k - $120k
Overview MUST BE LOCAL TO HYBRID SITE Public Trust Clearance requirement. BRMi is seeking a Security Analyst to support cybersecurity operations, risk management, compliance, and information assurance activities in support of NIH enterprise IT environments. The Security...Temporary workLocal areaRemote workVisa sponsorshipWork visa- ...accordance with operational procedures. Participate in marketing and awareness campaigns in the Bank to create and grow customer base. Consult customers on consumer loan options and explain their terms, process consumer loan applications with accuracy, understand and...Work at office
$40 per hour
A cybersecurity training company is seeking experienced professionals to enhance AI models. This role involves evaluating AI-generated security content, solving security-related problems, and providing feedback for AI improvement. Candidates should have at least 2 years...Hourly payRemote workFlexible hours- ...Department: Costello College of Business Classification: Financial Svcs Specialist 1 Job Category: Classified Staff Job Type: Full-Time Work Schedule: Full-time (1.0 FTE, 40 hrs/wk) Location: Fairfax, VA Workplace Type: Hybrid Eligible Sponsorship Eligibility: Not eligible...Full time
- ...Overview SCCI is seeking a Financial Analyst I to join our team! If you enjoy analyzing data and providing helpful insight based on that... ...program and project managers. This position is located in Dahlgren, VA. This is a part‑time position with an expected workload of 8-20...Contract workPart timeWork at officeFlexible hours
- ...Identify and match customer product needs with New Peoples Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met. Meet performance goals...For contractorsWork at officeLocal areaShift workNight shift
- ...Job Description Clearance: Secret Location: Crystal City, VA Type: Exempt, Full Time, Regular Description: The Program Analyst will lead and / or support all aspects of program management, to include schedule management, risk management, cost management, contract management...Full timeContract workFor contractors
$64k - $101k
...Position Overview The Financial Reporting Analyst at BWXT ensures the accuracy and integrity of financial reporting in compliance with GAAP... ...(3 days per week onsite) in Charlotte, NC or Tysons Corner, VA. Your Day to Day as a Senior Financial Reporting Analyst Assist...For contractorsLocal areaFlexible hours3 days per week- ...PNC Financial Services Group, Inc. is hiring a Part Time Teller in Virginia. The teller will provide excellent customer service, assist customers with their financial interactions, and leverage technology to enhance customer experiences. This position does not require...Part time
- Description Individual will proactively manage commercial and residential accounts and enforce credit terms. Duties include processing incoming credit applications, communicating with customers in a professional manner by phone, email, and written correspondence, collecting...Monday to Friday
- Cash Management Services Teller As a Cash Management Services Teller, you work with your team to ensure the safe and secure preparation and processing of cash, coin, and check deposits for our Loomis customers. Duties Conduct deposit verification and/or change order preparation...Full timeFlexible hoursShift work
- ...Description The Teller is responsible for accurately processing a variety of financial transactions, addressing member inquiries, resolving issues, and providing financial solutions that contribute to the overall well‑being of our members. The Teller plays a key role in...
- ...you know how to turn needs-based conversations into confident buying decisions that truly help customers. Location Address: Stafford, VA 22554 At Gary Boxley - State Farm Agent, we’re here to help people protect what matters most. We take pride in serving our community...Work at officeRelocation packageFlexible hours
- MLT Systems is seeking an experienced Risk Management professional to support the planning, engineering, and analytical needs for ACV CM and Risk Management operations to the Program Manager Advanced Amphibious Assault (PM AAA). Key Responsibilities CM operation tasks:...Work experience placementWork at office
$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...Hourly payContract workFor contractorsWork experience placementRemote work$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...Hourly payContract workFor contractorsWork experience placementRemote work- ...The Financial Analyst at Big Cedar Lodge will provide critical financial analysis and insights to support our unique hospitality business. The ideal candidate will have a natural sense of curiosity, the initiative to identify opportunities for improvement, the courage...Full timeWork at officeLocal areaFlexible hours
- ...Job Summary We are seeking a detail-oriented and analytical Financial Analyst. This role will support financial reporting, budgeting, forecasting, and business analysis to help drive informed decision-making across the organization. The ideal candidate has 2–3 years of...
- ...agencies, and external partners. Manage a portfolio of clinical trial grants and contracts, ensuring timely execution and overall financial integrity. Ensure compliance with federal regulations, institutional policies, and sponsor requirements across all activities....Remote work
- ...Job description Position Title: Junior Financial Analyst Location: Washington, DC (On-Site) Active Top Secret clearance with SCI eligibility required U.S. Citizenship required Position Overview The Junior Financial Analyst supports budget formulation, budget execution,...
- ...Responsibilities Help support a commercial cloud service provider's mission‑critical systems Ensure seamless financial management and compliance for cloud programs aligned to the customer's objectives Lead the financial reconciliation process: Oversee the end-to-end reconciliation...Contract work
$50.38k - $79.38k
Job Summary The Billing Analyst compiles, validates, and analyzes data to prepare accurate and timely customer invoices, schedules, reconciliations, and journal entries, ensuring the company's flow of cash and revenue. This information is critical to support timely and...Temporary workWork at officeLocal area$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...Hourly payContract workFor contractorsWork experience placementRemote work$15.25 - $23.25 per hour
This is a part time position. Primary responsibility is to Take Excellent Care Of Our Customers by satisfying each customer.s needs and exceeding their expectations. This requires maintaining: price file, shelf tag accuracy, and the signs for the entire store. To perform...Part time
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