Financial Consultant
$60k - $75kFidelity Investments
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 Model Fidelity 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.The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please 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.CertificationsSecurities Industry Essentials (SIE) - Issuing Authority, Series 07 - FINRA, Series 66 - FINRACategorySales
$82.6k - $162.8k
...and scale efficiently as their businesses grow. As a NetSuite Consultant at Deloitte, you will support the design and implementation of... ...and technical skills. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation...SuggestedLocal areaVisa sponsorship- ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals....Suggested
$60k - $75k
...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...SuggestedFull timeWork at office$92.22k - $106.1k
....We are looking for an experienced and client-focused Workday Consultant to join our team. As a key member of the team, you will have an... ...wear multiple hats and help shape the vision for our Workday Financials Practice. You will be responsible for implementing Workday solutions...SuggestedFull timeContract workLocal areaFlexible hours$140.3k - $210.5k
...Plans team works directly with customers through targeted micro consulting engagements to help solve their business needs using the... ...methodologies.Our Consultants have a deep understanding of Workday Financials applications. In this position, we are looking for expertise...SuggestedFull timeRemote workHome officeFlexible hours- ...transformations, you’ll deliver integrated, payroll, cloud-based HR and financial management solutions that put organizations on the fast track to a better way to work. As a Workday WSS/CLM/Evisort Consultant, your primary responsibilities may include: Identification of...Full timeWork experience placementLive inWork at officeLocal area
$110.7k - $218.3k
...scale efficiently as their businesses grow. As a NetSuite Senior Consultant at Deloitte, you will help clients design and implement... ...measurable results. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds...Local areaVisa sponsorship- WealthBridge Financial Group seeks a Financial Consultant to join our Seattle team. You will engage with clients to understand their financial objectives and provide tailored advice and strategies that align with their goals, including investments, retirement planning,...
- Charles Schwab is seeking a Financial Consultant to provide wealth management and financial planning guidance to Schwab clients, helping them reach their goals. You will grow your practice through client referrals, networking and asset consolidation, collaborating with...
- ...and environmental services, and we are committed to driving innovation and operational excellence for our partners. As a Financial Systems Consultant, you will play a pivotal role in supporting financial systems analysis and operational initiatives within a dynamic...Local area
$75k - $90k
Overview Team-Based Financial Advisor - Legacy West Financial Consultants Meaningful work. Rewarding career. Make an impact providing financial advice with heart, learning from experienced advisors and mentors while developing your career with potential to become a partner...Full timeLocal area$140.3k - $210.5k
...yourself, you’ve found a match in Workday, and we hope to be a match for you too.About the TeamCome join our Healthcare Financials functional consulting team as a Financial Implementation Consultant and bring industry leading Workday solutions to healthcare organizations...Full timeWork at officeRemote workWork from homeHome officeFlexible hoursNight shift- ...skills across more than 40 industries, we offer Strategy and Consulting, Interactive, Technology and Operations services—all powered by... ...stakeholders to understand Record to Report (R2R) business requirements; Financial Accounting Hub setup; demonstrate understanding of business...Full timeWork experience placementLive inWork at officeLocal area
- ...heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial... ...and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing...Full timeWork at office
- ...contribution matters and where you can help build a better world of work; think of Gallagher.OverviewThe GBS Divisional Sr. Financial & Actuarial Consultant is a key leadership role within the Health and Benefits division, responsible for providing support and oversight to...Work at officeLocal areaFlexible hours
- Essnova Solutions, Inc. seeks a Financial Systems Consultant located in Washington, USA to support financial systems analysis and operational initiatives. The successful candidate will enhance workflows, reporting capabilities, and ensure compliance with financial standards...
$100 per hour
...that perform reliably, deliver measurable impact, and drive lasting results on the P&L. Role Overview Turing is looking for Financial Consulting professionals to work with our researchers to improve the performance of AI models. You will apply your expertise in...Remote jobHourly payFlexible hours- ...the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial... ...and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be provided with the practice of existing...Work at office
- ...MassMutual Northwest MassMutual Northwest is seeking motivated and driven individuals interested in building a career in financial services. No prior industry experience is required. We provide training, licensing support, mentorship, and professional development...Contract workFor contractorsFlexible hours
$88k - $150k
...liquidity events and beyond. We serve ultra-high net worth founders, entrepreneurs, and first-generation wealth creators with complex financial lives, delivering integrated advice across investments, planning, and legacy considerations with discretion, rigor, and long-term...Full timeTemporary workWork at officeLocal areaMonday to FridayFlexible hours$200k - $250k
...Financial Advisor Location: Bellevue, Washington Salary: $200,000 - $250,000 base salary Status: Full-time; Hybrid (3 days in office per week) We are an independent advisory firm, and a team-oriented environment of motivated people who genuinely enjoy...Full timeWork at officeLocal area3 days per week$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$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$19.23 - $28.37 per hour
...needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts... ...building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required) Experienced...Hourly payFull timeWork experience placementWork at officeFlexible hoursDay shift$61k - $119k
...Financial Advisor OpportunityBecoming 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...For contractorsWork at office$92.87k - $152.57k
...brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Financial Advisor will support the Wealth Investments. The Financial Advisor will have responsibility for all functions relating to the company...Work experience placementFlexible hours- Bank of America’s Merrill Wealth Management is seeking candidates for the Advisor Development Program in the Bellevue area. The program develops a book of business and delivers personalized wealth guidance through the Merrill-Bank of America relationship. You’ll receive...
$80k - $90k
...Merrill Advisor Development Program - Financial AdvisorMerrill Wealth Management is a leading provider of comprehensive wealth management... ...your success.Grow your business knowledge by using a defined consultative approach to systematically identify client needs and...Interim roleWork at officeLocal areaImmediate startShift workDay shift- ...recognized office dedicated to developing the next generation of financial representatives, ranked the #1 office in the country for new... ...tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals,...Full timeInternshipSeasonal workWork at officeVisa sponsorshipFlexible hours
$19.23 - $28.37 per hour
...needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts... ...building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required) Experienced...Hourly payWork experience placementWork at officeDay shift
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