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
- Financial Advisor - Hartford County, CT page is loaded## Financial Advisor - Hartford County, CTlocations: CT - Hartford: CT - Stamfordtime type: Full timeposted on: Posted 30+ Days Agojob requisition id: REQ-44699Meaningful work. Rewarding career. Make an impact providing...SuggestedLocal area
$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- ...Associate Wealth Advisor to join our planning-centric team in West Hartford, CT. You will work with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. You will develop, implement, and monitor strategies...Suggested
- ...all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity... ...maintains good relationships with customers; and exhibits consultative skills to provide recommendations based on financial analysis...SuggestedWork experience placementLocal areaImmediate startRelocation
$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$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....Full timeWork experience placementLive inWork at officeLocal area- ...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...Full timeSummer workInternshipWork at officeVisa sponsorshipFlexible hours
- ## Financial Advisor Associate- Hartford, ConnecticutPostulerremote type: Sur placelocations: Hartford, Connecticuttime type: Temps pleinposted on... ...maintaining client relationships by providing on-going consultation, advice, planning and day to day account servicing.The...Temporary workTraineeshipWork experience placementCasual workWork at office
$60k - $80k
...Northwestern Mutual is seeking Financial Representatives to join our West Hartford, CT office. this is an exciting opportunity open to individuals seeking to begin a career in financial services, including recent college graduates, as well experienced candidates and career...Work experience placementWork at officeMonday to Friday- ...Development Skills into a Career in Financial Services with Greater Hartford Wealth Management of Northwestern... ...in business development or consulting has given you strong communication... ...located at: 29 S Main St. Ste 201 West Hartford, CT 06107 Meet Our Local Team: Jen...Full timeSummer workInternshipWork at officeLocal areaVisa 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
- ...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...
- ...Management Experience into a Career in Financial Services with Greater Hartford Wealth Management of Northwestern... ...at: 29 S Main St. Ste 201 West Hartford, CT 06107 Meet Our Local Team: Jen... ...Key Responsibilities: Client Consultation: Engage with clients to...Full timeSummer workInternshipWork at officeLocal areaVisa sponsorshipFlexible hours
$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$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- ...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
- ...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 has a...Work at office
$61k - $119k
Northwestern Mutual in Hartford, CT, is seeking a Financial Advisor to build client relationships and provide personalized financial plans. This role offers a chance to be a business owner in a performance-based compensation structure, with average earnings between $61...$15 per hour
...job poster from Prudential Financial Business Development Manager... ...Advisor jobs in Glastonbury, CT . Hartford County, CT $115,000.00-$135,... ...months ago Financial Analysis Consultant - Global Specialty Sr.... ...Representative, Internship Program West Hartford, CT $500.00-$1,000....Minimum wageFull timeContract workPart timeInternshipImmediate start$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$135.6k - $300k
...guided by a common purpose to help make financial lives better through the power of... ...investment decision making and financial consulting experience working with high-net-worth... ...Week: 40Pay Transparency detailsUS - CT - West Hartford - 29 S MAIN ST (CT2110)Pay and benefits...Full timeWork at officeFlexible hoursDay shift- ...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
$175k - $250k
CONSUMER FINANCIAL SERVICES CAREER ASSOCIATE ATTORNEY Locations: multiple locations, see complete... ...CountySan DiegoSan FranciscoConnecticut (CT)HartfordFlorida (FL)MiamiWest Palm... ...YorkRochesterPennsylvania (PA)Berwyn (Philadelphia West)HarrisburgPhiladelphiaPittsburghTexas (TX)...Work at office$75k - $85k
## Associate Wealth AdvisorApplylocations: West Hartford, Connecticuttime type: Full timeposted on: Posted 3 Days Agojob requisition id:... ...enhance client relationships through active participation in the financial planning process. Responsibilities include creating and...Work at officeLocal areaRemote work2 days per week$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- Financial Consultant (Representative) (All Professional Levels) Northwestern Mutual Full-Time Build a Meaningful Career. Grow a Thriving Practice... ...to join our growing Stamford, Westport, and Fairfield, CT offices. Whether you are beginning your professional career,...Full timeWork at officeLocal areaFlexible hours
- Connecticut Green Bank is seeking an Associate to join its Financing Programs team, focusing on program development and origination in Hartford, CT. The role partners with the Director and Associate Manager to identify project opportunities and move them toward Green Bank...Remote jobFor contractors
$85k - $145k
...of investments, tax, pension, estate, insurance, and general financial planning. Analyze, draft, edit, deliver, and present financial... ...designation; additional certifications such as Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered...Temporary workWork at officeLocal areaMonday to FridayFlexible hours- CVS Health in Hartford, CT is seeking a Senior Analyst, FP&A - DDAT to support the PCW segment. You will consolidate and report monthly financials, including variance vs plan and forecast, and develop management presentations for budgets and the multi-year strategic plan...
- ...Management Experience into a Career in Financial Services with Greater Hartford Wealth Management of Northwestern... ...at: 29 S Main St. Ste 201 West Hartford, CT 06107 Meet Our Local Team: Jen... ...Key Responsibilities: Client Consultation: Engage with clients to...Full timeSummer workInternshipWork at officeLocal areaVisa sponsorshipFlexible hours
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