Financial Consultant - West Hartford, CT
Fidelity Investments
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 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 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: West Hartford, CTType: Full time
- ...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
$1,000 per month
...COLLEGE FINANCIAL REPRESENTATIVE FALL INTERNSHIP 2026 This ad is for Springfield, MA and Hartford, CT offices only. About the Company For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine...SuggestedFull timeFor contractorsInternshipLocal area$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$60k
...lives, personally, professionally, and financially. WE ARE NORTHWESTERN MUTUAL ~ Fortune... ...financial support for all licenses (CT Life/Health, SIE/FINRA), certifications,... ...Education: Bachelor's (Required) Location: West Hartford, CT (Required) *This position is hybrid...SuggestedFull timeWork at officeRemote work$59.1k - $196k
...payroll, cloud-based HR and financial management solutions that put... ...a Workday Adaptive Insights Consultant, your primary responsibilities... ...Corp; New York, One Manhattan West, Corp; Cleveland, 1400 W 10th... ...Pittsburgh, 1001 Liberty Ave, Corp; Hartford, 280 Trumbull, Corp; St....SuggestedFull timeWork experience placementLive inWork at officeLocal area$102.8k - $154.2k
...theirs, too. Join our team as we help shape the future. The Financial Analysis Consultant will be a key member of the Claims Finance team,... ...operational insights.* This position will be Hybrid in our Hartford, CT (Tuesday, Wednesday & Thursday in office). Responsibilities...Full timeTemporary workWork at office- Position: Teller Department: Retail Banking Job Status: Full-Time FLSA Status: Non-Exempt Grade: 5 Reports to: Branch Manager Amount of Travel Required: Some Travel Positions Supervised: N/A POSITION SUMMARY ...Full time
- ...Description: D365 Finance Operations FO Project Management Accounting Costing PMA Functional Consultant Experience of minimum 23 full lifecycle implementations using MS Dynamics D365 FO Project Management Accounting Solution Gathering understanding analyzing...Contract work
- ...established, planning-led fee-based RIA is hiring a Financial Advisor for its Connecticut offices (... ...oversight, therefore we are not considering West Coast-based candidates at this time. Ideal candidates are located in CT or within commutable distance #J-18808-Ljbffr...Work at officeLocal area
$135.6k - $300k
...guided by a common purpose to help make financial lives better through the power of... ...investment decision making and financial consulting experience working with high-net-worth... ...Week: 40Pay Transparency detailsUS - CT - West Hartford - 29 S MAIN ST (CT2110)Pay and benefits...Full timeWork at officeFlexible hoursDay shift$15 per hour
...job poster from Prudential Financial Business Development Manager... ...Advisor jobs in Glastonbury, CT . Hartford County, CT $115,000.00-$135,... ...months ago Financial Analysis Consultant - Global Specialty Sr.... ...Representative, Internship Program West Hartford, CT $500.00-$1,000....Minimum wageFull timeContract workPart timeInternshipImmediate start- ...individuals and families achieve long-term financial milestones through insurance,... ...is a full-time, on-site role based in West Hartford, CT. This role is responsible for meeting... ...negotiation abilities, with a focus on ethical, consultative service. Organizational and time...Full timeLocal area
- ...more meaningful? At Greater Hartford Wealth Management of... ...confidently transition into financial services. You’ll be surrounded... ...at: 29 S Main St. Ste 201 West Hartford, CT 06107 Follow this link... ...Responsibilities: Client Consultation: Engage with clients to...Full timeSummer workInternshipWork at officeWork from homeVisa sponsorshipFlexible hours
- ...product recall and product liability market. Backed by the financial strength and reputation of W. R. Berkley Corporation, a leading... ...Bachelor’s degree required Advanced degree preferred Juris Doctor strongly preferred Location West Hartford, CT #J-18808-Ljbffr...Local area
$85.47k
...CSCU System Office 61 Woodland Street Hartford, CT 06105 **This position is not remote**... ...for complex accounting functions and financial reporting for the CSCU System. Provide... ...correct practices are being followed, consult with and advise CSCU institutions regarding...Full timeSummer workLive inWork at officeImmediate start$102.8k - $154.2k
...shape the future. This Finance Consultant level role will be... ...for comprehensive credit and financial statement reviews of new and... ...collateral accepted for The Hartford’s high deductible insurance programs... ...locations - preference would be CT location / Hybrid 3 days a week...Full timeTemporary workWork at officeRemote work3 days per week- ...Description Position Description June 2026 CT Decarbonization Advisor Hybrid... ...and in-person, including decarbonization consultations, presentations, and trainings. This is a... ...of education, technical assistance, and financial incentives to accelerate the adoption of...Full timeFor contractorsWork at officeHome officeFlexible hours
$75k - $95k
...West Hartford, CT | $75,000–$95,000 Base | Monday–Friday | Onsite We’re partnered with a growing, well-established wealth management firm... ...worth clients. As their client base expands, they’re adding a Financial Planning Specialist to support their Senior Financial...Local areaMonday to Friday- ...Description Job Description Bergenn Financial Group is an independent financial planning & investment management firm in West Hartford, CT. We have a customer-centric, modern,... ...case design, and financial planning Consult with clients on investment strategies based...
$135k - $150k
...Lead Financial Planner / Lead Advisor Private Wealth / RIA Environment Salary: $135,000-$150,000 base + incentive compensation Schedule: 100% Onsite Location: West Hartford, CT CFP preferred About the Opportunity We’re partnering with a fast-growing...Full timeLocal area$77k - $214k
...are expected to support technology risk consultations. As a Senior Associate you are expected... ...WA-Seattle; SC-Spartanburg; NY-Albany; CT-Stamford; FL-Tampa; GA-Atlanta; OH-Toledo... ...Park; TX-Fort Worth; NC-Greensboro; CT-Hartford; TX-Houston; MI-Grand Rapids; IN-Indianapolis...Full timeH1b$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- ...employee-owned, wealth advisory firm (RIA) headquartered in West Hartford, CT with offices across the nation serving thousands of investors... ...right people for them and us.At Apella, we do meaningful financial planning with people we genuinely enjoy working with. The Role...Temporary workWork at officeRemote workFlexible hours
$121.36k - $182.04k
...overseeing credit and market risks across The Hartford. This role provides independent risk... ...insights. This position is based in Hartford, CT on a full-time, hybrid schedule (T, W, Th... ...conclusions.Strong analytical and financial modeling skills, including structured finance...Full timeTemporary workWork at officeRemote work$130k - $180k
...with the remainder dealing with financial reporting, profitability... ...senior management, and outside consultants and auditors)Assist with and/... ...eligible.For Chicago, St. Paul, Hartford, Jersey City, NYC: $130,000 -... ...States of America; Hartford, CT United States of AmericaType:...Full timeTemporary workWork at office- ...reinsurance, distribution, sales, operations, risk control, claim, and financials.Able to effectively utilize this business knowledge in... ...more about our comprehensive benefit programs please visit .SummaryLocation: CT - Hartford; MN - St. Paul; MA - BostonType: Full timeFull timeLocal area
- ...Position Overview KEF has a Processor position available in the West Hartford office. This position has visibility and interaction with senior management and offers career advancement. Responsibilities Gathers required information from finance representatives, customers...Work at office
$110k - $130k
...the first 25 applicants Fairfield County, CT | Onsite | $110,000-$130,000 Base A... ...wealth management firm is seeking a Certified Financial Planner (CFP) to join their growing team.... ...0,000.00 1 week ago Financial Services - Consulting - Guidewire - Business Analyst - Manager...Full timeLocumLocal areaRelocation$100k - $125k
...Associate Salary: $100,000 - $125,000 + Bonus Location: Stamford / Hartford CT (Hybrid)Responsibilities: • Work alongside the Investment... ...of business in the low middle market ($100mn-$200mn) • Create Financial Models, pitch/marketing material, presentations • Perform financial...Internship$190k - $217.5k
...two years of relevant experience to join its team in Boston, Hartford, New York City, Philadelphia, Stamford, or Washington, DC.... ...transaction participants Working directly with governmental issuers, financial institutions, nonprofit organizations, and developers...Work at officeLocal areaFlexible hours2 days per week3 days per week
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