Financial Consultant - Greenwich, 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: Greenwich, CTType: Full time
- ...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...SuggestedImmediate startAfternoon shift
$150k - $180k
...to Work in 2025, this Firm is among the world's largest asset managers. Due to recent growth, they are hiring a Financial Consultant in their Greenwich, CT, market, offering an extraordinary opportunity to step into a role where your expertise is valued, your growth is...SuggestedFlexible hours- ...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 understand and help clients, building trust...SuggestedImmediate startAfternoon shift
- ...Senior Financial Advisor (Greenwich Market) - Greenwich, CT Lead, grow, and deepen an established book of business with M&T Bank. We’re seeking an... ...managing and growing a large book of business ~ Strong consultative approach and ability to serve complex client needs...SuggestedWork experience placement
$120k - $140k
...Position: Associate Wealth Advisor Location: Greenwich, CT Status: Full time, in office Compensation: $120K-$140K We... ...custodied through Raymond James. We help clients make informed financial decisions through comprehensive planning and investment...SuggestedFull time- ...JPMorgan Chase & Co. in Greenwich, CT seeks a Private Banker to advise families on building, preserving and managing their wealth. You will use knowledge of investments, financial planning, credit and banking to service current clients and generate new assets. You will...Temporary workLocal 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
- ...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
$120k - $140k
...A $10B private equity and credit fund, based in Greenwich, CT, is seeking an experienced professional to join their team as a Senior Fund... ...daily reconciliations, monthly close packages, and annual financial statement preparation Interact with prime brokers, custodians...Full time$110k - $130k
...Associate/Senior – Fund Accountant (Public Vehicles) Location: Old Greenwich, CT or New York, NY | Hybrid: 4 days onsite Hours: 9:00 AM – 5:30... ...teams. Responsibilities Prepare and review monthly financial statements and management reporting packages for publicly traded...Full time$170k - $250k
...managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients... ...Date: 2024-07-18, 10:31 a.m. Locations: 100 W Putnam Ave, Greenwich, CT, 06830, US Job Schedule: Full time Base Pay/Salary: Greenwich...Full timeTemporary workWork experience placementLocal area$116k - $229.1k
...bringing you the best in cloud-based ERP applications like Workday Financials and Infor. We're here to help transform finance and supply-... ...ends on 9/30/2026Work you'll doAs a Workday Financials Sr Consultant, you will lead project workstreams, identify and document business...Local area$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...Hourly payFull timeWork at officeLocal areaRemote workShift work$135.6k - $300k
...guided by a common purpose to help make financial lives better through the power of every... ...decision making and financial consulting experience working with high-net-worth... ...Per Week: 40Pay Transparency detailsUS - CT - Greenwich - 55 Railroad Ave - Plaza 55 (CT1010)Pay...Full timeWork at officeFlexible hoursDay shift$150k - $180k
...Senior Associate, Strategic Finance | Investment Firm | Stamford, CT, three days a week on site We're recruiting for one of our most... ..., multi-entity, or multinational structures Strong Excel and financial modeling ability, able to build a 3-statement model solo and stand...Flexible hours3 days per week- Senior Associate, FP&A | Investment Firm | Stamford, CT, three days a week on site If you come from private equity or investment... ...and annual budgets, forecasts, variance analysis, and 3-statement financial models for a defined set of entities Strategic Planning &...3 days per week
- ...Our client is a leading Fintech firm based in Stamford, CT. They're looking to add a talented Strategic Finance Associate to their... ...RESPONSIBILITIES Contribute to company-wide and subsidiary-level financial analysis, partnering with multiple teams to support strong performance...
$110.7k - $218.3k
Position Summary Financial Services Senior Consultant - Financial Risk Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform...Work at officeVisa sponsorship$85k - $120k
...Senior Financial Analyst, FP&A About TouchCare TouchCare is redefining how employees... ...6+ years of experience in FP&A, finance, consulting, accounting, banking, or analytical... ...Environment: This role is based at our Stamford, CT headquarters and is expected to be...Immediate startFlexible 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$120k
...Northwestern Mutual – Fairfield County, CT (Westport, Stamford, Fairfield) Full-Time... .... What This Career Looks Like As a Financial Advisor, you will establish yourself as a... ...successful advisors transition from: Consulting, finance, or banking Corporate leadership...Full timeTemporary workWork at officeLocal areaRemote workFlexible hours- ...Northwestern Mutual Career Opportunities: Office Locations - Stamford, CT | Westport, CT | Fairfield, CT Experienced/Seasoned WMA's,... ...Exploring Career Transition Entry-Level What We Do: Financial Planning - Retirement Planning, Estate Planning, Business...Work experience placementWork at officeWork visa
$75k - $95k
...Job Overview – Financial Analyst Compensation: $75,000–$95,000/year + bonus Location: Greenwich, CT Schedule: Full-Time | Hybrid Atlantic Group is hiring a Financial Analyst for our client, supporting financial planning, budgeting, forecasting, financial reporting, and...Full time- Atlantic Group is seeking a Financial Analyst in Greenwich, CT, Hybrid schedule, full-time. The role focuses on financial planning, budgeting, forecasting, reporting, and business analysis to support strategic and operational decisions. The ideal candidate has 1–3 years...Full time
$160k - $220k
About the RoleiCapital is looking to hire an Assistant Vice President or Vice President Fund Attorney to join the Funds Legal team with a primary focus on U.S. and Cayman private funds. The scope of this role will include representing private funds, both open end and closed...Full timePart timeWork at officeRemote work- A pioneering asset management group in Greenwich, CT, is seeking a detail-oriented Associate to lead performance reporting, create financial models, and assist with corporate development and M&A activities. Ideal candidates should have at least 4 years of FP&A experience...Full time
- ...are partnering with an alternative investment firm based in Greenwich, CT, focused on middle‑market distressed, special situations, and... ...With a 15+ year track record, the firm leverages deep in‑house financial and operational restructuring expertise to transform...Work at office
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...Full timeContract workFor contractorsWork at office$45k - $100k
...anticipated to remain open for 30 days, from 26-Jun-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...First County Bank is seeking a Credit Analyst I to join the Credit Administration team in Stamford, CT. The role involves underwriting commercial loans, preparing financial spreads, conducting credit checks, and analyzing market trends to support loan decisions....Monday to Friday
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