Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Consultant - Midlothian, VA

Fidelity Investments

Job Description 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 Certifications Series 07 - FINRA, Series 66 - FINRA Category Sales 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. #J-18808-Ljbffr

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Consultant - Midlothian, VA in Midlothian, VA vacancy
  • Your opportunity Schwab’s branch team is at the heart of our commitment to helping clients own their financial futures. As a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement... 
    Suggested

    Charles Schwab

    Glen Allen, VA
    3 days ago
  •  ...Position Overview As a Financial Advisor you play a key role in supporting client relationships by preparing and reviewing investment reports, conducting risk and cash flow analyses, and assisting with tax and estate planning strategies. You will collaborate closely with... 
    Suggested
    Temporary work
    Work at office

    Valeo Financial Advisors LLC

    Richmond, VA
    1 day ago
  •  ...products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new...  ...Onboarding Experience. Posting Location(s): ~ Richmond VA We Value Equal Opportunity Wells Fargo is an equal... 
    Suggested
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    Richmond, VA
    2 days ago
  • The Opportunity: We are searching for a full-time Financial Advisor. You will be joining our five-person team with two existing advisors,...  ...Associates, is a growing team of financial advisors in Chesterfield, VA. LPL Financial is one of the nation’s largest independent broker... 
    Suggested
    Full time
    Casual work
    Remote work
    Monday to Friday
    Afternoon shift

    Vaught, Spangler & Associates Financial Services, LLC

    Midlothian, VA
    2 days ago
  • Loan Officer job at ASCENDING. Glen Allen, VA. Loan Servicing Officer 6-Month Contract, Hybrid Glen Allen, VA Job Overview We are seeking a highly organized and detail-oriented Loan Servicing Officer to support the administration and servicing of loans within our rental... 
    Suggested
    Permanent employment
    Contract work
    Work at office

    ASCENDING

    Glen Allen, VA
    1 day ago
  • $16.48 - $19.81 per hour

     ...to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we...  ...Job: Branch Banking Primary Location: Virginia-Midlothian Schedule: Full-time Work Locations: VA - Midlothian Walmart-051912200 Chattanooga Plaza Midlothian... 
    Hourly pay
    Full time
    Temporary work
    Local area

    Woodforest National Bank

    Midlothian, VA
    4 days ago
  • JPMorganChase is looking for a Financial Advisor in Midlothian, Virginia. The role requires at least 2 years of financial services experience, with strong relationship management and integrity. Advisors will build personalized investment solutions and support team diversity... 

    JPMorganChase

    Midlothian, VA
    2 days ago
  • $16.48 - $19.81 per hour

    Branch Banking Primary Location Virginia-Midlothian Work Locations VA - Midlothian WM-0910 Salary Range $16.48 to $19.81 per hour Unposting Date Ongoing Organization Virginia Responsibilities Achieving individual sales by proactively identifying, marketing, and recommending... 
    Hourly pay
    Full time

    Woodforest National Bank

    Midlothian, VA
    3 days ago
  • $44.39k - $49.33k

     ...Posting Details Posting Summary Working Title Financial Aid Advisor Role Title Education Support Spec II...  ...Germanna Community College is centrally located in Fredericksburg, VA between Washington D.C. and Richmond and between the Blue Ridge... 
    Full time
    Temporary work
    Part time
    Work at office
    Local area
    Remote work
    Monday to Friday

    Germanna Community College

    Richmond, VA
    2 days ago
  • $100k - $157.5k

     ...independent, and fee-only wealth management firm located in Richmond, VA. They specialize in helping individuals age 50+ plan for and...  ...one coordinated strategy. They are looking for an experienced Financial Advisor (CFP designation) to serve as a primary advisor in their... 
    Work at office
    Remote work
    Shift work

    Financial Planner Recruiting, LLC

    Richmond, VA
    3 days ago
  • Charles Schwab in Glen Allen, VA seeks a Financial Consultant to guide clients in investments, retirement planning, and education goals, building trusted relationships through proactive outreach and personalized advice. You will manage a growing book of business, leverage... 

    Charles Schwab

    Glen Allen, VA
    3 days ago
  • $901 per month

     ...roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are... 

    SouthState Bank, N.A.

    Richmond, VA
    16 hours ago
  • $50.7k - $56k

    Virginia Credit Union in Midlothian, VA is seeking a Contact Center Lending Advisor to enhance members' financial well-being through lending services. In this role, you will utilize your lending and customer service experience to discuss loan products, evaluate financial... 

    Virginia Credit Union

    Midlothian, VA
    2 days ago
  • $50.7k - $56k

     ...the next level while making a meaningful impact on members’ financial lives? Join Virginia Credit Union as a Contact Center Lending...  ...Virginia Credit Union is hiring a Contact Center Lending Advisor in Midlothian, VA. If you have experience in lending and customer service,... 
    Local area

    Virginia Credit Union

    Midlothian, VA
    2 days ago
  • $65.5k - $85k

    Job Summary The Security Compliance Team is looking to hire an experienced Physical Security Analyst/Senior Physical Security Analyst to support the Virginia Electric Transmission business unit. The role is on‑site and requires the ability to travel up to 25%. Responsibilities...
    Work at office
    Local area

    VetJobs

    Glen Allen, VA
    2 days ago
  • $81.9k - $106.4k

    Physical Security Analyst / Senior Physical Security Analyst Dominion Energy is committed to providing reliable, affordable, and increasingly clean energy that powers our customers every day. If you want to work for a purpose-driven company that values safety and collaboration...
    Hourly pay
    Local area
    Visa sponsorship
    Work visa
    Relocation package

    Dominion Energy

    Glen Allen, VA
    2 days ago
  •  ...responsibilities will include interviewing applicants to gather financial information, evaluating creditworthiness, and completing loan contracts...  ...Mortgage Originator License in any of the following states VA, MD, NC, FL, and DC Previous experience as a Loan Officer is... 
    Remote work
    Flexible hours

    KORE MORTGAGE LLC

    Midlothian, VA
    4 days ago
  • $36k - $75k

    Are you driven, self‑motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long‑term success. As a Financial Representative... 
    Traineeship
    Home office

    Mutual of Omaha

    Glen Allen, VA
    4 days ago
  •  ...for more? Find it here. At Wells Fargo, we're more than a financial services leader – we're a global trailblazer committed to...  ...sponsorship Must take and pass required language assessment Posting Location(s): ~7202 Midlothian Tpke, RICHMOND, VA 23225... 
    Part time
    Work experience placement

    Wells Fargo

    Richmond, VA
    1 day ago
  • JPMorgan Chase & Co. is seeking a Private Client Advisor in Midlothian, Virginia, to offer comprehensive financial planning and advice. You will support diverse clients, from those just beginning to save to those with significant wealth, delivering personalized investment... 

    JPMorgan Chase & Co.

    Midlothian, VA
    2 days ago
  •  ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a... 
    Temporary work
    Work at office
    Shift work
    Day shift

    Bank of America Corporation

    Richmond, VA
    more than 2 months ago
  •  ...Thrivent Financial Advisor Meaningful 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... 

    Thrivent Financial for Lutherans

    Richmond, VA
    2 days ago
  • $80k - $100k

     ...range $80,000.00/yr - $100,000.00/yr As a Financial Services Representative, you will build...  ...solutions This role combines sales, consulting, and financial planning, supported by one...  ...Teller- Sliding Hill Branch / Ashland VA Midlothian, VA $40,000.00-$60,000.00 1 year ago... 
    Full time

    MassMutual

    Glen Allen, VA
    3 days ago
  •  ...Job Description Job Description Job Title: Parts Counterperson Location: Mercedes-Benz of Midlothian Company: Murgado Automotive Group   Job Type: Full-Time About Us: Join our dynamic team at Mercedes-Benz of Midlothian, a premier Mercedes-Benz dealership... 
    Full time
    Local area

    Murgado Automotive Group

    Midlothian, VA
    22 days ago
  •  ...background screening and drug testing. Valid driver's license and reliable transportation. Ability to work on‑site in Charlottesville, VA as required. Why Join NTS? Support one of the nation's premier academic healthcare and research environments. Work on meaningful... 

    Networking Technolgies & Support

    Midlothian, VA
    2 days ago
  •  ...Job Overview A law firm seeks a Leveraged Finance Associate in Richmond, VA. The firm offers a dynamic practice environment with exposure to a wide range of financial transactions, representing financial institutions, private equity sponsors, borrowers, and private credit... 

    BCG Attorney Search

    Richmond, VA
    1 day ago
  • Virginia Credit Union in Midlothian, Virginia, is seeking a dedicated professional to process and disburse Home Equity products. This role...  .... The ideal candidate will have extensive knowledge of financial products, strong organizational and communication skills, and... 
    Work experience placement
    Flexible hours

    Virginia Credit Union

    Midlothian, VA
    2 days ago
  •  ...level or senior-level corporate finance associate with significant secured financing experience to join its Corporate Group in Richmond, VA. This role offers an opportunity to work on sophisticated transactions within a dynamic debt finance team. Responsibilities... 

    BCG Attorney Search

    Richmond, VA
    3 days ago
  •  ...is anticipated to remain open for 30 days, from 08-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 500 company where people come first. With over 9 million... 
    Full time
    Temporary work
    Local area
    Flexible hours

    Edward Jones

    Midlothian, VA
    4 days ago
  •  ...are compliant and provide excellent customer service * Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources * Develop and maintain a high degree of visibility for... 
    Work experience placement
    Work at office
    Local area
    Immediate start
    Night shift
    Weekend work

    Wells Fargo

    Midlothian, VA
    22 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Consultant - Midlothian, VA. Be the first to apply!