Financial Consultant - Dayton, OH
Fidelity Investments
Fidelity will not provide immigration sponsorship for this position.Job Description: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 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: Beavercreek, OHType: Full time
$105k
...Commercial Lender – To $105K + Bonus – Dayton, OH – Job # 3556 Who We Are The Symicor Group is a boutique talent acquisition firm... ...reports or surveys to identify issues and risks. Assessing financial status, credit, and property evaluations for loan feasibility....Suggested$105k
Commercial Lender – To $105K + Bonus – Dayton, OH – Job # 3556 Who We Are The Symicor Group is a boutique talent acquisition firm based... ...any present or potential risks. ~Analyzing the applicant’s financial status, credit, and property evaluation to determine the feasibility...Suggested- ...Financial Professional OpportunityVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined... ...seeking a Financial Professional to join our team in the Dayton area to work plan sponsor relationships in the education market...Suggested
- ...Our client, a major firm, is seeking a Lead Financial Analyst for their Dayton, OH location. The person can be remote but would have to be in office 2-3 times within the 7 months duration of the role. Rate: 80-86/hr W2 dependent on experience Responsibilities...SuggestedWork at officeLocal areaRemote work
- ...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You... ...product and service recommendations.Engage in clear, polite, consultative communication to understand and help clients, building trust...SuggestedAfternoon shift
- ...Description Job Description Description Location: Dayton, OH Reports To: Chief Operating Officer & Senior Consultant Industry: Fiduciary Consulting / Retirement... ...grow within the fiduciary consulting space. Financial services experience is not required . We're...
- ...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You... ...and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust...Immediate startAfternoon shift
- ...Thrivent Financial AdvisorMeaningful 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 impact...
$75k - $150k
...Powerwell is a leading recruitment firm helping our clients discover top talent. We are recruiting for a Financial Consultant. Candidates must be located in the Cleveland, OH region and will be allowed to work remote. Summary: As a Financial Consultant, you will...Remote work- ...WealthBridge Financial Group in Dayton, OH seeks a Comprehensive Wealth Advisor to engage clients, understand their financial objectives, and provide tailored investment, retirement, and wealth management strategies. You will use advanced tools to assess needs and craft...
- ...Transformation team practices to help chief financial officers, controllers, and finance... ...finance. Work You’ll Do As a Project - Consultant, Finance Managed Services on the Finance... ...the future.Ability to work onsite in Dayton, OH 100% of the timeActive Secret security...Work at officeLocal area
$58.44k - $93.5k
...Personal Financial CounselorThis position will provide personal financial services at assigned military installations. Primary responsibilities... ...may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff,...Contract workTemporary workWork experience placementWork at office- ...Financial Advisor PositionLPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients... ...opportunity at TruStage located at Universal 1 Credit Union in Dayton, OH would allow you to join Universal 1 Credit Union as a Financial...Local area
- ...Finance Specialist with Mental Health Recovery Board in Springfield, OH This is an On-Site, Contract Position with the Potential... ...an experienced Finance Specialist to support the day-to-day financial, payroll, human resources, and administrative operations of the...Permanent employmentContract workWork at officeWork visa
$20.25 - $24.75 per hour
...At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life...Temporary workLocal area- ...’ investments, offering truly in-depth financial planning. We set ourselves apart byactually... ...Wealth Advisor to our team in our Dayton, OH office. The Associate Wealth Advisor is... ...responsibilities. Facilitates the client consulting process through the preparation and...Work at officeLocal area
- ...Automotive Parts Counterperson at Mazda of Dayton GREAT opportunity for career path in parts across our large dealer group! Independent retail stores, shops, or dealership experience is welcome! Shift Into Your New Role as a Parts Counterperson: Mazda of Dayton...Immediate startShift work
$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$36k
...Republic Finance in Dayton, OH is seeking a Sr. Consumer Loan Specialist to originate loans and build strong customer relationships while... ...benefits, and opportunities for growth in a growing financial services company that values performance and community involvement...$115.4k - $192.3k
...initiatives?Do you thrive at the intersection of consulting, program leadership, and data-driven... ...located near one of our offices in Dayton, OH, Boca Raton, FL, or Alpharetta, GA for... ...committee updates, status reports, financials, risks, and issuesOversee project budgets...Full timeWork at officeLocal areaRemote work- ...Kearney & Company, P.C. is seeking an Air Force Financial Management Journeyman to join our team in Dayton, OH and other U.S. locations to support DEAMS deployment and training. You will deploy, sustain, and train users on dashboard tools, primarily Power BI, to ensure...
$116k - $216k
Location:130 W 2nd Street, Suite 1950, Dayton OhioJob SummaryKey Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized... ...appropriate financial solutions via consultative review and proactive, regular contact.Meets...Full timeWork experience placementWork at officeLocal areaFlexible hoursNight shift- ...Lead Financial Analyst 6+ Month Contract (Maternity Leave) Dayton, OH/surrounding area In office/Remote Key Responsibilities Strategic Business Partnership & Financial Leadership Month end close, fixed assets, accruals, department spend, actual vs forecast...Contract workWork at officeRemote work
$65k - $80k
...Associate Financial AdvisorPrideStaff has partnered with a premier, highly respected financial advisory practice in the Dayton, OH area to recruit a growth-minded, client-focused Associate... ...you to succeed! We have dedicated consultants who provide employment market insights...- As a Financial Calculations Representative, you will support and maintain the F&I applications used by our customers to ensure their compliance with industry regulations and dealer expectations. You will research, design, program, and test updates to Reynolds' F&I software...Work from home2 days per week
- ...Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the... ...various classroom training sessions.Location -- Dayton, Ohio 45429Fifth Third Bank, National Association...Work experience placementWork at office
- ...Bank of America in Dayton seeks an energetic team member to engage clients in the lobby, educate on self-service banking, and process... ...transactions with accuracy. You will build relationships to meet financial needs and connect clients to suitable solutions. The role...Weekend work
- ...Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the... ...your talent acquisition partner. Location Dayton, Ohio 45429 Fifth Third Bank, National...Work experience placementWork at office
- ...Client Engagement: Cultivate and expand your network within established markets Products and Services Consultation : Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs Client...Full timeWork experience placementLocal areaRemote workFlexible hours
- ...with Industry) to support our client at Wright Patterson AFB in Dayton, Ohio. This position will assist the EWI PM with matching students... ...Force Institute of Technology (AFIT/CIG) at Wright-Patterson AFB, OH.This position is hybrid, working at Wright-Patterson AFB...3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant - Dayton, OH. Be the first to apply!
- financial advisor development program Dayton, OH
- financial advisor associate Dayton, OH
- financial associate Dayton, OH
- financial planning administrator Dayton, OH
- jde finance consultant Dayton, OH
- financial consultant Dayton, OH
- financial counselor Dayton, OH
- associate corporate finance Dayton, OH
- finance associate Dayton, OH
- financial planning assistant Dayton, OH





