Financial Consultant - Fairlawn, OH
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:Series 07 - 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: Fairlawn, OHType: Full time
$83k - $125k
...Reference: 300015667149394Location: Columbus, OH, United States | Toledo, OH, United... ...sustainable design, engineering, and consultancy solutions for natural and built assets.We... ...description:Arcadis is currently searching for a Financial Management Consultant with at least 5...SuggestedFull timePart time- ...contribute to the company's success. As a Personal Banker within PNC's Retail Branch Banking organization, Fairlawn Branch office, you will be based in Fairlawn, OH. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve...SuggestedWork at office
$41.25k - $68.75k
...OH - Akron (44333) Full time R233783 Position Overview At PNC, our people... ...PNC's Retail Branch Banking organization, Fairlawn Branch office, you will be based in Fairlawn... ...opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem...SuggestedFull timeTemporary workPart timeWork experience placementWork at office- ...Organization : Name AKRON OH Default: Location : City AKRON Overview The purpose of the Financial Representative is to meet the needs of middle-income... ...appointments using Western & Southern Life consultative practices and processes. Effectively sells...SuggestedWork at officeLocal area
- CFO Opportunity At Sequoia Financial Group Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast... ...role can sit in either Akron, Mayfield Heights or Westlake, OH. At Sequoia, the CFO helps the whole firm see itself clearly....Suggested
$94k - $175k
...KPB) is dedicated to serving our clients' financial needs through expert advice and... ...presenting appropriate financial solutions via consultative review and proactive, regular contact.Meets... ...@keybank.com.#LI-HybridSummaryLocation: Akron, OH; Canton, OHType: Full timeFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift- ...PNC in Akron, OH is seeking a Premier Client Banker to drive mass affluent client... ...within Wealth Management. You will leverage consultative skills and bank products to deepen... ...providing proactive service and delivering financial wellness, while meeting regulatory and risk...
$70k - $140k
...customers, outside counsel and external consultants, Credit Administration, and Commercial Real... ...an advanced understanding of complex financial structures.Compliance Oversight: Ensure... ...consideration.SummaryLocation: Columbus, OH; Charlotte, NC; Pittsburgh, PA; Detroit,...Full timeWork at officeRemote workWork from homeFlexible hours- ...Thrivent Financial AdvisorMeaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact...
$50k
...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 clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours- ...Full-Time/Part-Time Full-Time Description FINANCIAL AID ADVISOR - CAMPUS SUMMARY The Financial Aid Advisor (FAA) performs administrative work directly related to the administration of financial aid programs. The FAA coordinates and executes state, federal...Full timePart timeWork experience placementCasual workWork at officeLocal areaMonday to FridayAfternoon shift
$41.25k - $68.75k
...within PNC’s Retail Branch organization, you will be based in Akron, OH at the Portage Lakes Branch. PNC is an in‑office company that... ...by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer...Full timeTemporary workWork experience placementWork at office$61k - $250k
...Northwestern Mutual seeks a financial advisor in Akron, Ohio, offering a unique opportunity to assist clients with financial planning and growth. As an advisor, you will manage client relationships, create personalized financial plans, and build your client base. With...- ...people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent...Immediate startAfternoon shift
$30k - $50k
...within PNC's Retail Branch organization, you will be based in Akron, OH at the Ellet branch. PNC is an in-office company that fosters a... ...select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid...Full timeTemporary workPart timeWork at officeShift work$30k - $50k
...OH - Akron (44312) Full time R226819 Position Overview At PNC, our people are our greatest differentiator and competitive... ...Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet....Full timeTemporary workPart timeWork experience placementWork at officeShift work$21 per hour
...customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet their... ...Job Schedule Full time Locations 333 S Broadway, Akron, OH, 44308, US Working Hours 40 Career Site Category Bank Branch...Hourly payFull timeLocal areaFlexible hoursAfternoon shift$61k - $119k
Overview 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 advisor, you start as a financial representative...Work at office$18.75 - $25 per hour
...Akron, OH Full time R-41700 Location: 404 East Waterloo Road - Akron, Ohio 44319 Job Summary Be a problem solver, trusted... .... Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper...Hourly payFull timeWork experience placementFlexible hoursShift workDay shift$1,000 per month
...Northwestern Mutual College Financial Representative Internship 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$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 area$72.89 - $109.34 per hour
...InsuranceFull-time / Benefits eligibleLocation: 1077 Gorge Blvd, Akron, OH 44310Summa Health System is recognized as one of the region’s... ...ensures accurate loss runs to Finance, actuaries and outside consultants to assure internal resources are available for payment of...- ...Corp. The Analyst will be responsible for budgeting, forecasting, financial analysis, and performance reporting for assigned business units.... ...corporate headquarters, located at 341 White Pond Drive, Akron, OH 44320. The Analyst's primary responsibilities include analyzing...Contract workH1bWork at office
- ...WealthBridge Financial Group is seeking a results-oriented Senior Wealth Advisor to join our team. In this position, you will engage... ...finance, accounting, or a related field. Experience in financial consulting or a similar role is preferred. Strong analytical and...
$85k - $155k
...including deadline management and client expectations.Advise clients on consulting and compliance engagements related to RICs.Stay up to date on... ...and a willingness to learnLocationCleveland, Akron, Youngstown, OH; Baltimore, MD; Buffalo or New York, NY; Chicago, IL; Denver, CO...Full timeContract work$37.5k - $62.5k
...within PNC's Retail Branch organization, you will be based in Akron, OH at the Portage Lakes branch. R230716 Job Profile PNC is an in-... ...a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet....Full timeTemporary workWork experience placementWork at office$70k - $140k
...private investment, private equity) and specialized verticals: Fund Finance, Sponsors; Institutional and Government, North American Financial Services, REIT’s, Healthcare, Commercial Real Estate, Tech & Telecom, Large Corp, Middle Market, etc. Provides exceptional...Work at officeRemote workWork from homeFlexible hours- ...Financial Analyst (Contract-to-Hire) Location: Akron, OH Aspen Technical Staffing is seeking a Financial Analyst for a contract-to-hire opportunity with our client in Akron, OH. This role supports multiple project teams across all phases of design and construction...Contract workWork at office
- ## Financial AnalystApplyremote type: Hybridlocations: US OH Akron Corp Hdqtrstime type: Full timeposted on: Posted Yesterdayjob requisition id: JR-40111722Reporting directly to the Lead Financial Analyst - GCTSC Accounting, **the Financial Analyst** -GCTSC Accounting will...Work experience placementRelocation
- ...intended. All positions are onsite and may be located near the Akron, OH or Greensburg, PA location. Responsibilities include: - Subject... ..., and assist in implementation of regulatory mechanisms and financial reporting - Coordinating and reviewing responses to rate case...Full timeContract workWork experience placementH1bWork at office
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