Financial Consultant - Chesterfield, MO
Soteria Reinsurance Ltd.
## Financial Consultant - Chesterfield, MOApplylocations: Chesterfield, MOtime type: Full timeposted on: Posted Yesterdayjob requisition id: 2130210## ## Job Description:**Financial Consultant**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 solutionsNote: 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:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA## ## 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. #J-18808-Ljbffr
$12 per hour
...Junior Loan Officer job at Mutual of Omaha Mortgage. Chesterfield, MO. Company Overview From your first day to your next promotion, Mutual... ...You Do –Play an integral role in helping clients with their financial solutions. Sell from the heart without the seedy sales...SuggestedBase plus commissionHourly payFull timePart timeWork at officeSleeping nightsMonday to FridayFlexible hours- ...Soteria Reinsurance Ltd. is hiring a Financial Consultant in Chesterfield, MO. The role involves engaging customers face-to-face to provide personalized guidance and develop long-term client relationships. Candidates should have previous success in building relationships...Suggested
$16 - $19 per hour
...Classification : Non-Exempt / Hourly Job Type : Full-Time Location : Ellisville, MO Reports To : West County Operations Officer ABOUT US: FCB Banks has been family owned and managed for more than three generations. Our original banks opened in New...SuggestedHourly payFull timeTemporary workBank staffWork at officeLocal areaMonday to FridayFlexible hoursNight shift- ...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 impact in the lives of the people you serve, helping them build, grow...Suggested
$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...SuggestedFull timeInternshipLocal areaFlexible hours- ...Thrivent is seeking a Financial Advisor in Chesterfield, MO to guide clients on their financial journeys. In this role, you will provide expert financial advice while building a practice centered on purpose-based solutions. Successful candidates will enjoy unlimited earning...Flexible hours
- ...Threadneedle group is looking for an Associate Financial Advisor in Chesterfield, MO, who will be integral in supporting financial advisors in conducting operations and assisting clients achieve their financial goals. Responsibilities include managing client data, coordinating...Full time
- ...Company Description: Synergy Wealth Solutions is a financial services firm located in St. Louis, MO with offices across the country. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. With our...Full timeLocal areaHome office
- ...require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN). Equal Opportunity Employer Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual...Work experience placementH1bWork at officeLocal areaWork from homeVisa sponsorship1 day per week
- Job Description: 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....Temporary workWork at officeShift workDay shift
- ...insurance Significant bonus opportunity commensurate with outcomes First year stipend potential Life insurance Retirement plan Licensing and Education Requirements No Educational Requirements MO Insurance License Flexible work from home options available. #J-18808-Ljbffr...Remote workWork from homeFlexible hours
- ...Northwestern Mutual is seeking College Financial Representatives in Chesterfield, Missouri, to build a financial planning practice while gaining exposure to coaching, training, and development. Candidates will learn to manage business strategies and engage clients to help...Full timeInternshipFlexible 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- ...Ameriprise Financial Services, LLC, located in Chesterfield, Missouri, is seeking an Associate Financial Advisor to assist financial advisors with client services and business operations. The role involves managing client data, preparing financial plans, and implementing...
- ...Linxup, LLC is seeking a Senior Accountant to join their Chesterfield, Missouri team. This key role involves executing monthly financial close entries, annual financial statements, and supporting bank compliance efforts. Linxup offers a supportive work environment that...
- Northwestern Mutual - Clayton is seeking an Associate Financial Representative to provide exceptional client service and support financial advisors in Chesterfield, MO. The role involves organizing case files, preparing financial plans, and facilitating client communications...Full time
$19.75 - $23 per hour
...personal banker, with an emphasis on providing comprehensive financial services to customers. This role requires deeper knowledge and... ...your day in the St Louis Market - Bayless, Creve Coeur, Chesterfield, St Charles, DeBaliviere, and Clayton. Greet and engage customers...Work at officeLocal areaImmediate start$78.08k - $110.86k
...Reinsurance Group Of America, Incorporated is hiring an Accounting Analyst in Chesterfield, Missouri. The role involves financial transaction management, account reconciliations, and compliance reporting. The candidate will participate in audits and work closely with internal...- ...WealthBridge Financial Group in Chesterfield, Missouri, is seeking a results-oriented Financial Consultant to engage with clients and provide tailored financial advice. The role requires a Bachelor's degree in finance or accounting and strong analytical and communication...
- Job Location: Chesterfield, MO Job Title: Associate Financial Representative Position Type: Full-time Hours per week: 40 hrs/wk Working hours: M-F 8:00am-5:00pm FLSA Classification: Exempt We help clients build a financial plan aligned with their financial goals...Full timeTemporary workWork at officeHome office
$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- ...Description: About Us At Larson Financial Group, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a personalized touch, and were looking for a dedicated Financial Planner...Temporary workWork experience placementWork at office
- ...Software solutions is looking for a Network Security Analyst Details: Network Security Analyst Location: Chesterfield MO - Weekly once onsite Duration: Full time/Direct Hire Must be able to obtain a Federal 6C Security Clearance after...Full timeWork experience placement
- ...A financial advisory firm in Chesterfield is seeking a high-performing Sales Manager who has built a successful practice in the financial services industry. The role involves recruiting, developing, and managing a team of advisors to achieve ambitious production goals....
- Bank of America, located in Ballwin, MO, is seeking a financial advisor to help clients achieve their financial goals by providing tailored advice and solutions. Responsibilities include triaging client needs and recommending investment products. The ideal candidate will...
- ...First State Bank is seeking a Teller/Retail Services Representative at our Baxter Road location in Chesterfield, MO. If you have customer service and previous banking experience, then you may be a great fit! 40 hours per week. Must have reliable transportation...Full time
- ...A major financial institution is seeking a Business Banking Relationship Analyst in Chesterfield, MO. This role focuses on managing client relationships and analyzing financial data to enhance business growth. The ideal candidate will have 5 to 8 years of experience in...Work at officeRemote work
- ...First Community Credit Union in Chesterfield is seeking an ATM+ Teller to assist members through video transmission at our Corporate East Building. This role requires exceptional communication skills and the ability to manage complex transactions. You will need to work...Monday to FridayWeekend work
- ...Description 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...
- ...At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward...Full timePart timeWork at officeLocal area
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