Financial Consultant - Midlothian, VA
Dormont Manufacturing Co
Job Description: 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 ourbenefit programsare 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: Series 07 - FINRA, Series 66 - FINRA Category: Sales Please 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 Dormont Manufacturing Co
- ...manager to meet their needs Partner with financial advisors to understand appropriate... ...NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits... ...sponsorship Position Location: ~1177 N 9th St Midlothian, TX We Value Diversity At Wells...SuggestedOngoing contractWork experience placementWork at officeImmediate startWeekend work
$55k - $75k
Overview Full Time in Midlothian, VA. Replies within 24 hours. About Us Cindy Shumaker State Farm is a well-established insurance agency,... ...Identifying opportunities to offer additional insurance products and financial services that align with customers' needs. Collaboration:...SuggestedFull timeWork at officeWeekday work- ...Financial Solutions Advisor - NW Texas Market Dallas, Texas;Dallas, Texas; Midlothian, Texas; Cedar Hill, Texas; Waco, Texas; Amarillo, Texas; Dallas, Texas; Desoto, Texas; Odessa, Texas; Lubbock, Texas; Abilene, Texas; Midland, Texas; Dallas, Texas To proceed with...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- Gfoat, located in Midlothian, Texas, is seeking an Accountant who will monitor and reconcile cash and investment accounts, create journal entries, and ensure accurate financial reporting. The role requires a high school diploma or GED, with a preference for an Associate...Suggested
- Virginia Credit Union in Midlothian, Texas is seeking a Loan Processor to manage consumer loan disbursements and ensure compliance with lending guidelines. Responsibilities include processing loans, answering member inquiries, and collaborating with branch staff to achieve...Suggested
- Virginia Credit Union is seeking a Mortgage Loan Processor located in Midlothian, Texas. The candidate will focus on processing first mortgage loan applications, ensuring compliance with regulatory and company policies. This role includes providing quality member service...
- Job Description * Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate customer relationships, new and existing account holders, to offer bank products and services...Work at 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 M1 Global is seeking an SOC Analyst who views security as a core component of operational excellence. This role serves as a centralized hub for physical security operations, responsible for real-time alarm monitoring, incident triage, and coordinated response...Night shiftRotating shift
- Virginia Credit Union in Midlothian, Texas, is seeking a Contact Center Account Consultant I to provide exceptional service to members. In this role, you will handle inquiries regarding deposit and loan accounts while promoting various credit union products. The ideal candidate...Work at office
- ...obtain business from referral sources such as realtors, builders, financial service providers and others as well as borrowers directly.... ...Knowledge of Freddie Mac (FHLMC), Fannie Mae (FNMA), FHA, and VA. Two (2) years prior mortgage or mortgage banking experience....Full timeWork at officeLocal areaRemote work
- Job Description:PRIMARY FUNCTIONTo process first mortgage loan applications for all residential and land loans to ensure compliance with secondary market and Virginia Credit Union (VACU) corporate policies and procedures.JOB DUTIES AND RESPONSIBILITIES:Member ServiceProvide...
- ...of wallet through a differentiated customer experience and effective lobby engagement. Educate customers on options for managing financial transactions by leveraging technology, tools and resources. Apply product and procedural knowledge to identify, mitigate, and solve...Temporary workWork experience placement
- Bank of America in DeSoto, Texas, is seeking a financial advisor to provide comprehensive advice to clients. The role involves planning financial goals, recommending investment strategies, and triaging client leads. Candidates must hold Series 7 & 66 licenses and have at...
$65k - $95k
...buying decisions that truly help customers. Location Address: Midlothian, TX 76065 At Ryan Mason - State Farm Agent, we're here to help... ...Our Agency We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life...For contractorsWork at office- ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at officeShift work
$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...Hourly payContract workFor contractorsWork experience placementRemote work$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...Hourly payContract workFor contractorsWork experience placementRemote work- A fraternal financial services organization in Duncanville, Texas, seeks an Administrative Assistant. The role involves providing financial guidance, creating tailored financial plans, and building community relationships. Candidates should demonstrate leadership skills...Full time
- ...applying for any new position. Acknowledge ( 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,...Work at officeShift workWeekend workDay shift
- ...their Consumer, Small, and Business Banking division. This position emphasizes building customer relationships and providing tailored financial solutions. Offering a wide range of benefits including health coverage, a 401(k) plan, and competitive pay, the company is focused...
- First Convenience Bank is seeking customer service representatives in Duncanville, Texas, to deliver exceptional customer service in a high-volume sales environment. You will handle cash transactions, evaluate customer relationships, and recommend bank products. Applicants...Flexible hoursWeekend workAfternoon shift
- ...will be based in Desoto, MO at the Desoto branch. Job Description Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions and educates...Full timeTemporary workWork experience placementWork at officeShift work
- ...established lending limits or recommendations to the Loan Committee. Monitors current loans to ensure complete compliance with terms. Gives financial advice and counsel to current and prospective customers. Calls on potential or current customers to develop new business and/or...Contract workWork experience placementWork at office
- * Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers on alternatives available for their financial interactions. Identifies...
- ...Job Opportunity We're always looking for bright individuals to join our growing organization. As a part of the First Financial Family, we will invest in your development and provide a dynamic work environment where you're challenged, valued and empowered every day....Flexible hours
- ...who is responsible for accurately and efficiently processing teller transactions. A Teller Floater must be able to identify member financial need(s) and recommend an appropriate credit union product/service solution to fit that need. Major Duties and Essential...Part timeWork at officeFlexible hours
- ...Address We're always looking for bright individuals to join our growing organization. As a part of the First Financial Family, we will invest in your development and provide a dynamic work environment where you're challenged, valued and empowered every day. We strive...For contractorsWork at officeFlexible hours
- ...that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications... ...cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to...Full timeFlexible hours
- ...be. In joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled financial services.**Who you are:**As a **Lead** **Teller,** *you* are our subject matter expert. You are the first point of contact for many...Monday to Friday
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