Financial Consultant- Memphis, TN
Fidelity Investments Inc.
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 Certifications 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 Fidelity Investments Inc.
$58.44k
This position will provide personal financial services at assigned military installations... ...not limited to, one-on-one counseling, consultation with a commander or with another... ...Information Title: Personal Financial Counselor; Memphis, TN Grade: 24 Work Experience - Required:...SuggestedContract workTemporary workWork experience placementWork at office- ## ## Job Description:**Financial Representative**We believe that as a Financial Representative, you make a key impact on the branch atmosphere... ...roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this...SuggestedWork at office
$140k
Credit Officer - To $140K - Memphis, TN - Job # 3620 Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg... ...Officer responsibilities include: Developing department financial goals including credit quality, volume, and risk distribution....Suggested$110k
Credit Officer - To $110K + Bonus - Memphis, TN - Job # 3473 Who We Are The Symicor Group is a boutique talent acquisition firm based in... ...is not a remote position) Responsibilities include: Developing financial goals for the department, including credit quality, volume,...Suggested- Local to Memphis TN_Financial Analyst(healthcare exp preferred)_W2 only Contract 360 IT Professionals is a Software Development Company based in Fremont, California that offers complete technology services in Mobile development, Web development, Cloud computing and IT...SuggestedContract workLocal area
- Sr Advisor - Email and SMS Marketing Enablement (Memphis, TN or Remote in USA) page is loaded## Sr Advisor - Email and SMS Marketing Enablement... ...Email Specialist (required); Salesforce Marketing Cloud Consultant (preferred).* **Experience**: 6+ years in enterprise or...Remote job
- CRB Treasury Mgmt Advisor II - Memphis/Southaven,TN page is loaded## CRB Treasury Mgmt Advisor II - Memphis/Southaven,TNremote type: Officelocations: Memphis, TN: Southaven, MStime type: Full timeposted on: Posted Todaytime left to apply: End Date: May 26, 2026 (20 days...Work at officeRemote workWork from homeFlexible hours
- ...Services (IT Supplier Management Office) page is loaded## Sr. Advisor - Technology Services (IT Supplier Management Office)locations: Memphis, TN: Coppell, TXtime type: Full timeposted on: Posted Yesterdayjob requisition id: R0010477# ****At ALSAC you do more than make a...Remote jobWork at office
- ...Revenue & Fundraising Achieve and exceed financial goals established by territory and area... ...is required, including periodic visits to Memphis (on average 4-6 times per year) and ability... ...1350 Concourse Ave, Suite 563, Memphis, TN 38104 Benefits & Perks The following...Full timeWork at officeWeekend workAfternoon shift
- Executive Advisor - Transformational Gifts (Memphis, TN or Remote in USA) page is loaded## Executive Advisor - Transformational Gifts... ...complexity and long-term nature of transformational philanthropy.3. Consulting and Capacity Building: Provide strategic internal consulting...Remote jobWork experience placementAfternoon shift
- ...Revenue & Fundraising Achieve and exceed financial goals established by territory and area... ...required, including periodic visits to Memphis (on average 4–6 times per year) and... ...at 1350 Concourse Ave, Suite 563 Memphis, TN 38104 Benefits & Perks The following...Full timeWork at officeWeekend workAfternoon shift
- ...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...Afternoon shift
- Financial Relationship Banker - Memphis Raleigh page is loaded## Financial Relationship Banker - Memphis Raleighremote type: Officelocations: Memphis, TNtime... ...for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses....Full timeH1bWork at officeRemote workWork from homeFlexible hours
- ...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
$55k - $75k
Overview To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via... ...Friday, 9:00 AM - 5:30 PM (Hybrid) Location: Southaven MS (Memphis) - 232 Goodman Road, Southaven, MS Total Cash Compensation:...Local areaMonday to Friday- ...industry leader and advocate for greater retirement readiness, Voya Financial is committed to delivering on its vision to be America’s... ...seeking a Financial Professional to join our team in the greater Memphis Tennessee area to work plan sponsor relationships. This position...Local area
$60 per hour
## MedTech Part Time Clinical Consultant - Memphis, TNApplylocations: Memphis, TNtime type: Part timeposted on: Posted Yesterdayjob requisition id: R1543478The **Part Time Clinical Consultant (PTCC)** role is an exciting opportunity to join IQVIA. IQVIA/MedTech takes the...Hourly payFull timePart timeImmediate startWorldwideNight shiftWeekday work$110k
Credit Officer – To $110K + Bonus – Memphis, TN – Job # 3473 Who We Are The Symicor Group is a boutique talent acquisition firm based... ...Officer Officer responsibilities include: ~Developing department financial goals including credit quality, volume, and risk distribution....$145k
...Commercial Lender – To $145K + Bonus – Memphis, TN – Job # 3469 Who We Are The Symicor Group is a boutique talent acquisition firm... ...any present or potential risks. Analyzing the applicant’s financial status, credit, and property evaluation to determine the feasibility...Full time$215k
...acquisition firm is seeking a Chief Credit Officer for a bank in Memphis, TN. This role entails overseeing loan risk management, ensuring... ...the credit team. The ideal candidate will have 10+ years in financial analysis with heavy C&I lending experience. This position offers...Full time$215k
Chief Credit Officer (Credit Union) – To $215K – Memphis, TN – Job # 3623 Who We Are The Symicor Group is a boutique talent acquisition... ...or more years of related work experience must consist of a financial/credit analysis and lending. ~Management experience required....Work experience placement- A dynamic technology services company is seeking a Financial Analyst in Memphis, TN. This role requires 5-7 years of experience and focuses on providing analytical support for budgeting and forecasting processes. The successful candidate will advise on strategic decisions...Contract work
- Summary The Treasury Management Advisor II acquires and develops new profitable and quality treasury management relationships. Also, retains and deepens existing customer relationships. Duties & Responsibilities Sales Prospecting Product pricing and structuring Customer...Work at office
- Meaningful 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 in the lives of the people...
- ...message the job poster from Prudential Financial Business Development Manager at... ...Job Function Finance, Sales, and Consulting Industries Financial Services and... ...Advisor - Southaven, MS (Memphis) Personal Financial Counselor; Memphis, TN Retirement Planning Associate - Retirement...Full timeInternship
- ...Job Description Summary Analyze and evaluate customer needs and circumstances in order to develop a bespoke financial strategy and plan for individual customers (business to consumer). Advise clients about investment implications and opportunities. Job Description...Work experience placementWork at office
- Bankers Life in Memphis, TN is seeking a Financial Advisor to provide personalized financial planning solutions. The ideal candidate should possess or be willing to obtain active insurance licenses. You will build a client base with award-winning training, a competitive...
- A financial services company in Memphis is seeking a Credit Analyst with a minimum of 10 years of high-volume corporate collections experience. Responsibilities include managing Days Sales Outstanding (DSO), conducting customer outreach, and preparing reports. The ideal...
- ...Job Description Job Description 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...
$60 per hour
IQVIA LLC is seeking a Part Time Clinical Consultant in Memphis, TN. This role involves case support and education regarding ventricular medical devices, requiring an RN/APP license or relevant experience. Candidates should have a strong clinical background, particularly...Hourly payPart timeWeekend work
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