CFP Financial Planner — Retirement & Client Solutions
Fidelity Investments Inc.
Fidelity Investments Inc. in Greenwich, CT seeks a Financial Consultant to engage clients face-to-face, provide personalized planning, and expand relationships within an established client base. The role emphasizes guidance, retirement planning, and comprehensive investment solutions. The ideal candidate brings relationship-building skills, FINRA licensing (7/66) or ability to obtain, and a passion for delivering exceptional client service in a supportive, training-rich environment. #J-18808-Ljbffr Fidelity Investments Inc.
- ...common purpose to help make financial lives better through the... ...how we deliver for our clients, teammates, communities and... ...and customized financial solutions to clients, helping them... ...as Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC)...RetirementTemporary workMonday to FridayShift workDay shift
- ...Financial Solutions Advisor - Albany / Hudson Valley Market Latham, New York;Armonk... ...company and how we deliver for our clients, teammates, communities and... ...designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). •...RetirementTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
$87.4k - $123.4k
...idea that transforming financial lives starts by... ...Yourself. The Financial Planner - Retail will develop... ...plans for Empower Retail clients that are in Brokerage... ...wellness and retirement solutions. You will deliver personalized... .... MBA preferred * CFP required * FINRA...Retirement16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- ...first-class experience to clients within J.P. Morgan's U... ...of investments, financial planning, credit and banking... ...developing thoughtful solutions and delivering an... ...MBA, JD, CFA, or CFP preferred Proactive... ...and wellness centers, a retirement savings plan, backup childcare...RetirementTemporary workWork experience placementLocal area
$65k - $80k
...Bank Of America Financial Advisor At Bank of America, we... ...and how we deliver for our clients, teammates, communities... ...comprehensive advice and customized solutions to clients to help them... ...as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)...RetirementTemporary workWork at officeMonday to FridayShift workDay shift$65k - $80k
...common purpose to help make financial lives better through the... ...how we deliver for our clients, teammates, communities and... ...advice and customized solutions to clients to help them achieve... ...as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)...RetirementTemporary workWork at officeMonday to Friday$65k - $80k
...Description This role provides comprehensive financial advice and customized solutions to help clients achieve their financial goals.... ...designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your...RetirementTemporary workMonday to FridayShift workDay shift$25 - $38.46 per hour
...Private Client Banker Location: 270 Martine Avenue - White Plains... ...a plan-based approach to financial advice. As a PCB, you will deliver... ...refer appropriate financial solutions to KeyBank's client base with... ...investment strategies, retirement planning, and tax optimization...RetirementHourly payWork experience placementDay shift$170k - $225k
...first-class experience to clients within J.P. Morgan's U... ...of investments, financial planning, credit and banking... ...developing thoughtful solutions and delivering an... ...MBA, JD, CFA, or CFP preferred Proactive... ...and wellness centers, a retirement savings plan, backup childcare...RetirementTemporary workWork experience placementLocal area- ...Rochelle, NY seeks a customer-focused lobby associate to educate clients on self-service options and assist with transactions. You... ..., build relationships, and connect clients to appropriate financial solutions. The role requires strong communication, problem-solving, and...Weekend work
- ...America is recruiting for an in-branch associate to engage clients in the lobby, educate them on self-service options, and... ...emphasizes building client relationships and identifying solutions to meet financial goals. The position requires flexible hours including weekends...Flexible hours
- Bank of America is hiring for a client service role focused on educating clients in the lobby and guiding them to self-service... ...client relationships, and connecting customers with tailored financial solutions. The role requires strong communication, problem solving, and...
$130k - $160k
...than $2.7 billion in client assets and is recognized... ...experienced Senior Financial Planner to join our growing team... ...situations involving retirement planning, tax planning... ...integrated client solutions Help ensure a high-... ...Qualifications: ~ CFP® certification required...RetirementWork at officeLocal area$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual... ...where you can help your clients achieve their goals... ...· Trust Services · Retirement Solutions · Business Needs Analysis... ...Certified Financial Planner® licensing support2... ...certification marks CFP®, CERTIFIED FINANCIAL...RetirementFull timeContract workFor contractorsWork at office$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor Stage I in Mount Vernon, NY. The role involves obtaining licenses and building relationships with clients while delivering tailored financial advice. Responsibilities include conducting client reviews and collaborating...Hourly pay- Financial Consultant If you no longer want to... ...time on sourcing new clients and would rather... ...and recommending solutions FINRA Series 7 &... ...not already have a CFP or degree, our Tuition... ...to reach their retirement goals Supporting... ...Certified Financial Planner® / CFP‑® - Issuing...RetirementWork at office
- ...and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are... ...nonprofits and cities grow, delivering solutions to solve all their financial needs... ...health and wellness centers, a retirement savings plan, backup childcare,...RetirementImmediate startAfternoon shift
$19.23 - $28.37 per hour
KeyCorp is seeking a Financial Wellness Associate in Port Chester, NY. This role involves engaging clients to provide guidance and assist with financial wellness, balancing client servicing and transaction support. The ideal candidate will have a High School Diploma, experience...Hourly pay$100k - $115k
...Capital Markets team within Investment Solutions. Members of the Wealth Management Finance... ...analysis and advisory services of the Firm's financial and capital resources. This is an... ...evolving and innovating to better serve our clients and our communities in more than 40...Temporary work$100k - $115k
...Capital Markets team within Investment Solutions. Members of the Wealth Management Finance... ...analysis and advisory services of the Firm's financial and capital resources. This is an... ...Finance functional area, product and/or client segment and technical skills, as well as...Temporary work- ...Job Description As a Financial Representative you will build long... ...offer guidance and provide solutions to help clients meet their financial goals... ...Trust Services Estate Analysis Retirement Solutions Business Needs... ...Series 6, 63, 7, 65, CLU, CFP, ChFC) Personalized Mentorship...Retirement
- ...Management Sales Manager in Chester, NY. The role involves developing client relationships, identifying business opportunities, and... ...compliance regulations, focusing on enhancing client experience through tailored solutions. #J-18808-Ljbffr Orange Bank & Trust Company
- ...Flexible) Your Career. Your Clients. Your Way. Are you an... ...to design personalized financial strategies that truly make an... ...re helping clients plan for retirement, invest wisely, or build generational... ...Offer your clients the best solutions for their needs...RetirementFull timeWork at officeRemote workFlexible hours
$65k - $80k
...professional to provide comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key Responsibilities Works with clients to... ...exceeded goals. Additional certifications such as CFP and/or CRPC. Obtained insurance licenses. Schedule...Temporary workMonday to FridayShift workDay shift$80k - $90k
...management, including planning for retirement, education, legacy, and other... ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue... ...and executing highly customized solutions to meet client needs Recommending...RetirementInterim roleWork at officeLocal areaImmediate startShift workDay shift$15 per hour
A leading financial services company is seeking a highly motivated individual to join as a... ...Plains, NY. In this role, you will develop client relationships, gather information for... ...financial plans, and help clients prepare for retirement. The position offers comprehensive...Retirement$120k - $140k
...through Raymond James. We help clients make informed financial decisions through... ...working closely with them on retirement planning, investments, cash... ...Establish and define the client-planner relationship. Gather... ...investment and insurance solutions: estate issues; tax...RetirementFull time- ...Bank of America is seeking a client-focused associate to engage customers in the lobby, educate on self-service... ...accurately. You will build relationships to meet financial needs and connect clients to suitable solutions, while adhering to laws and bank guidelines. The role...
- Senior Financial Advisor (Greenwich Market) - Greenwich, CT Lead, grow... ...sizeable book of high‑value client relationships Deliver... ..., brokerage and/or insurance solutions, including trust/fiduciary experience... ...including medical and retirement plans, and forty hours of paid...RetirementWork experience placementLocal area
- ...primary advisor for assigned client relationships; deliver comprehensive financial planning, asset... ...actionable planning strategies (retirement, tax, estate, liquidity... ...advisor or wealth planner working with HNW clients... ...trust-based relationships. CFP strongly preferred; CFA,...RetirementFull time
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