Financial Consultant- Memphis, TN
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:Category: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: Germantown, TNType: Full time
- ...commitment to providing our members with exceptional financial products and services, along with our legendary... ...communities. Currently, we have an immediate opening in our Memphis, TN branch for a Financial Service Consultant II (Personal Banker) to join our team! The...SuggestedTemporary workLocal areaImmediate start
$140k
Credit Officer – To $140K – Memphis, TN – Job # 3620 Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg... ...Officer responsibilities include: ~Developing department financial goals including credit quality, volume, and risk distribution....Suggested$110k
Credit Officer – To $110K + Bonus – Memphis, TN – Job # 3473 Who We Are The Symicor Group is a boutique talent acquisition firm based... ...Officer Officer responsibilities include: ~Developing department financial goals including credit quality, volume, and risk distribution....Suggested$185k
Chief Credit Officer – To $185K – Memphis, TN – Job # 3806-17719 Who We Are The Symicor Group is a boutique talent acquisition firm based... ...~Ten or more years of related work experience must consist of financial/credit analysis and lending. ~Management experience required....SuggestedWork experience placement$145k
...Commercial Lender – To $145K + Bonus – Memphis, TN – Job # 3469 Who We Are The Symicor Group is a boutique talent acquisition firm... ...any present or potential risks. Analyzing the applicant’s financial status, credit, and property evaluation to determine the feasibility...Suggested- ...guided by a common purpose to help make financial lives better through the power of every... ...business knowledge by using a defined consultative approach with clients to systematically... ...Franklin; Brentwood; Brentwood; Collierville; Memphis; Smyrna; CordovaType: Full timeFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...Merrill Advisor Development Program - Financial Advisor: Memphis/Little Rock Market Little Rock, Arkansas;Jonesboro, Arkansas; Hot Springs... ...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
$58.44k
...This position will provide personal financial services at assigned military installations... ...not limited to, one‑on‑one counseling, consultation with a commander or with another... ...Title : Personal Financial Counselor; Memphis, TN Grade : 24 Work Experience - Required :...Contract workTemporary workWork experience placementWork at office- ...WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them...
- ...Financial Advisor - Memphis, TN (or within a 2-hour radius) A nationally recognized, Memphis-based RIA with over $2.7 billion in assets under management is seeking an experienced Financial Advisor to join its growing team. This is a rare opportunity to become part...Work at office
- ...Job Description Job Description Job Title: Financial Technology Consultant Department: Sales - Bank Equipment Solutions Reports To: Regional Sales Manager Location: Memphis TN Position Overview: 56 year old Professional Security Company seeking a...Fixed term contract
- ...all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity... ...and maintains good relationships with customers. Exhibits consultative skills to provide recommendations based on financial analysis...Work experience placementLocal areaImmediate startRelocation
- ...all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity... ...and maintains good relationships with customers. Exhibits consultative skills to provide recommendations based on financial analysis...Work experience placementLocal areaImmediate startRelocation
- ...Description Credit Analyst - E Memphis - Hiring Now! Strong... ...the lending team to analyze financials, assess credit risk,... ...expertise. ~ E Memphis, TN | On-Site Position... ...Denise Fair Search Consultant gpac - Banking Division...
- ...all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity... ...and maintains good relationships with customers. Exhibits consultative skills to provide recommendations based on financial analysis...Work experience placementLocal areaImmediate startRelocation
- ...message the job poster from Prudential Financial Business Development Manager at... ...Job Function Finance, Sales, and Consulting Industries Financial Services and... ...Advisor - Southaven, MS (Memphis) Personal Financial Counselor; Memphis, TN Retirement Planning Associate - Retirement...Full timeInternship
$30k - $35k
...Financial Services Representative - State Farm Agent Team Member As a Financial Services... ...reinforces your sales-minded and consultative approach to educating customers on their... ...realize their dreams. We are located in Memphis, TN and help customers with their insurance...For contractors- ...Relationship Banker I – Float Location: US‑TN‑Memphis Overview Relationship Bankers are responsible for identifying customer needs and... ...current or prospective customer's satisfaction, loyalty, and financial well‑being. Utilizing proactive sales/service efforts coupled...Permanent employment
- ...on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs.... ...segmentation model and the client's best interests. Utilize a consultative sales process to partner with clients to review investment plans...Full timePart timeWork at officeShift workDay shift
$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 areaFlexible hours- ...A prominent financial services firm in Germantown is seeking a dedicated Financial Consultant to develop personalized financial plans for clients. In this role, you'll conduct comprehensive financial analyses and guide clients through their financial decisions. The ideal...
$55k - $75k
...A financial services provider based in Memphis seeks a qualified Financial Advisor to assist clients with investment strategies and goals. Ideal candidates... ...client relationships and providing investment consultations, with a total cash compensation of $55,000-$75,000 plus...- ...trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs... ...with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates...Temporary workWork at office
- ...is seeking a Credit Officer for a community bank role in the Memphis, TN area. In this position, you will manage the credit analysis and... ...oversight. Key responsibilities include developing departmental financial goals related to credit quality, volume, and risk distribution...
$145k
...Commercial Lender – To $145K + Bonus – Memphis, TN – Job # 3469 Who We Are The Symicor Group is a boutique talent acquisition firm based... ...and any present or potential risks. Analyzing the applicant’s financial status, credit, and property evaluation to determine the feasibility...$116k - $229.1k
...bringing you the best in cloud-based ERP applications like Workday Financials and Infor. We're here to help transform finance and supply-... ...ends on 9/30/2026Work you'll doAs a Workday Financials Sr Consultant, you will lead project workstreams, identify and document business...Local area- ...Teller Job ID 2026-15650 Job Locations US-TN-Memphis Overview Tellers are responsible for processing transactions... ...and identify opportunities to help customers with their financial needs by identifying cues and clues while processing their transaction...Contract work
- ...seeking a Chief Credit Officer for a credit union role in the Memphis, TN market. The selected leader will provide oversight and support... ...or equivalent and at least ten years of related experience in financial/credit analysis and lending, including required management experience...
- ...Northwestern Mutual in Memphis, Tennessee, seeks College Financial Representatives for an internship to build a financial planning practice. Ideal candidates are full-time students, preferably juniors or seniors, who exhibit entrepreneurial spirit and strong time-management...Full timeInternshipLocal 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours
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