Financial Consultant - Greenwich, CT (Greenwich)
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
$80k - $90k
...advice and guidance. Merrill's Financial Advisors and Wealth Management... ...business knowledge by using a defined consultative approach to systematically... ...Pay Transparency details US - CT - Darien - 1020 POST RD (CT9020), US - CT - Greenwich - 2 PICKWICK PLZ (CT9002), US -...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift- ...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
$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- ...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 timePart time
- ...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...Full time- 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
$160k - $210k
About the RoleiCapital is looking to hire an Assistant 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 end, on a wide...Full timePart timeWork at officeRemote work- ...experience.Primary Responsibilities: Conduct legal, regulatory, and financial due diligence to assess reputational risk across a variety of... ...proprietary sources; instruct and liaise with investigative consultants and evaluate their findings.Apply a global perspective to...Full timePart timeLocal areaFlexible hours
$170k - $225k
...managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients... ...Co. is an Equal Opportunity Employer, including Disability/Veterans Base Pay/Salary Greenwich,CT $170,000.00 - $225,000.00 / yearTemporary workWork experience placementLocal area- ...Financial Solutions Advisor - Southern CT. Market Westport, Connecticut;Southbury, Connecticut; Cheshire, Connecticut; New Canaan, Connecticut; Fairfield, Connecticut; Norwalk, Connecticut; Ridgefield, Connecticut To proceed with your application, you must be at...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$110k - $130k
...Associate/Senior - Fund Accountant (Public Vehicles) Location: Old Greenwich, CT or New York, NY | Hybrid: 4 days onsite Hours: 9:00 AM - 5:3... ...teams. Responsibilities Prepare and review monthly financial statements and management reporting packages for publicly traded...Full time$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$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$18 - $22 per hour
Job Description Job Description Keep Buck Mason Running Smooth as a Stock Coordinator! Are you the behind-the-scenes hero who keeps everything running smoothly? As a Stock Coordinator at Buck Mason, you’ll manage our inventory to ensure the sales floor is fully...Hourly payPart timeNight shiftWeekend workDay shiftAfternoon shiftEarly shift$115k - $140k
.... More at Position Overview: SPES is seeking an Investor Relations Associate to join its investor relations team in Greenwich, CT (hybrid: Tue-Thu in office, Mon/Fri optional remote). This is a highly visible, hands-on role with broad exposure across the investor...Full timeTemporary workWork at officeRemote work- ...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
$100k - $140k
..., Strategic Finance - Associate / Assistant Vice President Greenwich, Connecticut, United States About the Role iCapital is looking... .... This role will involve large scale responsibilities across financial and managerial reporting, budgeting, forecasting, analysis of...Full timeWork at officeRemote work- JPMorgan Chase is hiring a Private Banker in Greenwich, Connecticut to manage client relationships and provide financial advisory services. The ideal candidate will have over three years of experience in Private Banking and relevant qualifications, ensuring an exceptional...
- ...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
- Job Overview At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day...Temporary workMonday to FridayShift workDay shift
$60k
...finance or a related field; top grades Previous experience as a financial planner or financial analyst Excellent excel, word, power point... ...of the fiduciary only-and-always model for clients who want to sleep at night. #J-18808-Ljbffr Investment Boutique in Stamford, CTSleeping nights$100k
...other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients... ...of America) Hours Per Week: 40 Pay Transparency details US - CT - Stamford - 301 TRESSER BLVD (CT9301)Pay and benefits informationPay...Hourly payWork at officeShift workDay shift$120k - $140k
...THE COMPANY: Global Asset Management firm headquartered in Greenwich, CT. They have a strong reputation as a leader in alternative... ...ACCOUNTANT The successful candidate will be responsible for financial reporting, budgeting, valuations, SEC filings, board reporting...- ...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...
- ...Job Description Job Description About Us At WealthBridge Financial Group, we help individuals, families, and business owners... ...maintain long-term client relationships through a client-first, consultative approach Analyze clients’ financial goals and design...Flexible hours
- ...Acquisition at Mavis Tire Supply, LLC Mavis Discount Tire – Sr. Financial Data Analyst / Developer Put your career into high gear with... ...$150,000 4 days ago Senior Analyst – Corporate Restructuring Greenwich, CT $90,000 - $110,000 2 weeks ago New York City Metropolitan...Weekly payFull timeRemote work
$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$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- ...working with a dynamic boutique law firm seeking a Finance Associate for their Stamford, CT office. The ideal candidate will have at least 4 years of experience representing financial institutions and borrowers. Experience in senior secured and mezzanine financings is...Work at office
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