Financial Consultant- Knoxville, TN
Fidelity Investments
Job Description:Note: Fidelity will not provide immigration sponsorship for this position.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: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.SummaryLocation: Knoxville, TNType: Full time
- ...Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set...SuggestedLocal areaImmediate startRemote workRelocation
- ...Investor Center, you will develop customized financial plans utilizing a wide range of... ...expectationsOutstanding communication and consultative skills, and thrives in a fast-paced... ...individuals with certain Criminal Histories.SummaryLocation: Knoxville, TNType: Full timeSuggestedFull timeLocal area
$200k
...Description Chief Risk Officer - To $200K - Knoxville, TN - Job # 3717 Who We Are: The... ...exposure derived from all banking and financial services activities. This position... ...investigations. Participating and consulting with management on emerging issues through...Suggested- ...Soteria Reinsurance Ltd. in Knoxville, TN is looking for a skilled Financial Consultant to engage with customers and provide personalized financial planning. The role focuses on nurturing relationships with an existing client base and delivering comprehensive investment...Suggested
- ...Working in our Investor Center, you will develop customized financial plans utilizing a wide range of products, services, and Fidelity... ...and exceed expectations Outstanding communication and consultative skills, and thrives in a fast-paced work environment The...SuggestedFull timeWork at officeLocal area
- ...Relationship Banker - Asheville - Knoxville Market - Bilingual Spanish Required Knoxville, Tennessee;Farragut, Tennessee; Oak Ridge,... ...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...Work at officeShift workWeekend workDay shift
- ...Student Ambassador & Financial Consultant (Part-Time) Until Filled (EST) Student Union Knoxville, TN, USA Hourly Part Time UT Federal Credit Union | Student Union Branch | University of Tennessee, Knoxville Be the face of UT Federal Credit Union on campus....Hourly payPart time
$5,000 per month
...Job Description Job Description What You’ll Do As a Financial Professional / Team Leader, you will: Build your own practice... ...~ Commission pay Ability to Commute/Location: ~ Knoxville, TN 37923 (On-site Position) Peachtree Planning is an Agency...Contract workWork at officeFlexible hours- ...Regions Bank in Knoxville, TN is seeking a Relationship Banker II to meet with customers to assess financial needs and offer appropriate products and guidance to help reach goals. Ideal candidates have retail or sales experience and a drive to grow, with strong communication...Full time
- ...A financial institution seeks a Senior Small Business Relationship Banker in Knoxville, TN, focusing on small business customers. The role involves achieving sales targets by consistently identifying and meeting customer needs through various banking products. Ideal candidates...
- ...A financial institution in Knoxville, TN, is seeking a Relationship Manager to drive new customer prospects and manage loan applications. The ideal candidate has a strong background in banking or sales lending, with at least 5 years of experience. Responsibilities include...
$76k - $120k
...Job Description Job Description Sales Product Advisor - Knoxville Retail ShowroomPool and Spa Depot is Middle Tennessee's most... ...Convert showroom visitors into committed buyers by delivering a consultative sales approach that creates wins for customers, the company,...Hourly payLocal areaWeekend work$73k - $85k
...protecting institutional data, IT assets, networks, and users in Knoxville and across the state. Reporting to the Chief Information... ...Defender, Tenable, UpGuard, or FTK Work Location Location: Knoxville, TN Hybrid – this position is eligible for up to two days per week remote...Full timeRemote workWork visa2 days per week$5,000 per month
...At Peachtree Planning, financial balance is more than a concept, it is the foundation of how we serve our clients and support our advisors... ...A mission that aligns with helping others reach financial freedom Location Knoxville, TN (On-site position) #J-18808-Ljbffr...Contract workFor contractorsWork at officeFlexible 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 from...Full timeInternshipLocal areaFlexible hours- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco... ..., California; San Jose, California; Pittsford, New York; Knoxville, Tennessee; Lisle, Illinois; Boston, Massachusetts; Oak Brook,...Work at officeShift workDay shift
- ...Title: Financial Consultant Location: UT Federal Credit Union The purpose of this position is to process members' requested financial transactions, resolve problems, and answer questions; and to identify and suggest financial services that would improve our members' lives...Flexible hoursNight shift
- ...WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them...
$43.89k - $150k
...collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate... ...Job Description: At Regions, the Financial Advisor establishes a portfolio of bank... ...Park West Boulevard Location: Knoxville, Tennessee Equal Opportunity...Full timeTemporary workLocal areaFlexible hours- ...not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Consultant should demonstrate commitment to delivering distinctive service. This position will be responsible for building and managing...Work at office
$58k - $65k
...Financial Counselor Opportunity 21st Mortgage Corporation is seeking a Financial Counselor to join our team. This position offers an... ...development. Ideal Location: Work in the heart of downtown Knoxville or West Knoxville, offering a vibrant and convenient access and...$175k - $210k
...Operational Risk ManagementLocation:Charlotte, NC, Dallas, TX, Knoxville, TN, Palo Alto, CA, Washington, D.C.Job Summary and Description:... ...reports to the Sr. Vice President of Finance and Chief Financial Officer providing strategic direction and oversight for global...Full timeContract workLocal areaFlexible hours- ...The Knoxville TVA Employees Credit Union in Knoxville, TN is seeking a full-time Teller to greet Members, process transactions, and provide accurate service with a friendly, service-minded approach. You will handle deposits, withdrawals, loan payments, and online banking...Full time
- ...This is a full-time hybrid role for a Loan Officer based in Knoxville, TN, with flexibility for remote work. The Loan Officer will be responsible... ...customer service. Responsibilities include evaluating financial documents, coordinating with underwriters, and ensuring...Full timeRemote work
$18 - $20 per hour
Knoxville TVA Employees Credit Union in Knoxville, TN is seeking a full-time teller to greet members and process transactions with accuracy and courtesy. You will handle deposits, withdrawals, and loan payments while maintaining an accurate cash drawer and upholding policy...Hourly payFull time- ORNL Federal Credit Union in Knoxville, TN, is looking for a Teller I to assist members with their financial needs in a prompt and efficient manner, both in-person and over the phone. The role requires excellent communication skills and the ability to work well under deadlines...
- ...Halls 4510 E Emory Road Knoxville, TN 37938, USA Halls 4510 E Emory Road Knoxville, TN 37938, USA The Teller I assists members and potential members with their Credit Union financial needs in a prompt, friendly, and efficient manner, both in person and on the phone, following...
$43.89k - $150k
Job Description At Regions, the Financial Advisor establishes a portfolio of bank customers... ...Planning, Chartered Financial Consultant and Certified Retirement Specialist Two... ...Cedar Bluff Park West Boulevard Location Knoxville, Tennessee Equal Opportunity Employer/...Full timeTemporary workLocal areaFlexible hours- A Financial Representative at Northwestern Mutual Knoxville helps their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from...
- S Gay Street 800 S Gay St Knoxville, TN 37929, USA S Gay Street 800 S Gay St Knoxville, TN 37929, USA Location: Onsite at location listed... ...within a high production-based environment and includes financial statement spreading into Bank software or templates, creating...Work experience placementWork at office
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