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
- ...Investor Center, you will develop customized financial plans utilizing a wide range of... ...expectationsOutstanding communication and consultative skills, and thrives in a fast-paced... ...individuals with certain Criminal Histories.SummaryLocation: Fairlawn, OHType: Full timeSuggestedFull timeLocal area
$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- ...Organization : Name AKRON OH Default: Location : City AKRON Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating... ...appointments using Western & Southern Life consultative practices and processes. Effectively sells...SuggestedWork at officeLocal area
$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 timeSuggestedFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift- ## FP&A Financial AnalystApplyremote type: Hybridlocations: US OH Akron Corp Hdqtrstime type: Full timeposted on: Posted Todayjob requisition id: JR-40110508FP&A Financial Analyst is responsible for analyzing, consolidating, and reporting actual and forecasted EBIT performance...SuggestedRelocationVisa sponsorship
- ...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...
- ...PNC in Akron, OH is looking for a Personal Branch Banker to manage and deepen customer relationships through proactive engagement.... ...sales conversations and positioning PNC solutions for customers’ financial wellbeing. The ideal candidate has an Associate’s degree and 3+...
$41.25k - $68.75k
...organization, East Exchange Branch Office, you will be based in Akron, OH. PNC is an in-office company that fosters a supportive culture... ...by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer...Full timeTemporary workPart timeWork experience placementWork at office- ...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... ...the customer experience by identifying opportunities to improve financial wellbeing. Collaborate with ecosystem partners and community...Temporary workWork at office
- ...Personal Banker Associate IApplylocations: Akron, OH: Cuyahoga Falls, OH: Tallmadge, OH: Stow, OHtime type... ...Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the...Work experience placementWork at office
- ...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You... ..., creating a welcoming environment. Engage in clear, polite, consultative communication to understand and help clients, building trust...Immediate startAfternoon shift
$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
...organization, Tallmadge Branch Office, you will be based in Tallmadge, OH. PNC is an in-office company that fosters a supportive culture... ...by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer...Full timeTemporary workPart timeWork experience placementWork at office$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 - $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...Full timeContract workFor contractorsWork at office- ...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
$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- ...Golden Reserve is seeking an experienced financial sales professional to conduct client meetings and uphold the firm's high standards. The role centers on building retirement plans for retirees using pre-qualified leads generated by the company, without requiring an existing...
$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$65k - $161k
...organization, you will be based in Akron, OH. PNC is an in‑office company that fosters... ...the introduction and expansion of financial services to clients. Executes risk management... ...Thinking Effective Communications Investment Consulting Portfolio Management Products and...Temporary workWork experience placementWork at office$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 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$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...- ...Sequoia Financial Group Job Opportunity Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives...Work 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...
$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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$37.5k - $62.5k
...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... ...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$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- ...Company Finance Associate The Ruhlin Company is looking to hire a Finance Associate to work from our Headquarters in Sharon Center, OH. Overview Summary: Assist the Finance Department team members with a variety of accounting and administrative functions. Responsibilities...Hourly pay
- Your Opportunity as the Lead Analyst, Financial SystemsBecome a key member of our Financial Systems Center of Excellence (COE) by leading... ...national origin, disability status or protected veteran status. SummaryLocation: Orrville, OH; Cleveland, OH; Akron, OHType: Full timeFull time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant - Fairlawn, OH. Be the first to apply!

