Financial Consultant - Dayton, OH
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:Certified Financial Planner (CFP) - Issuing Authority, Series 07 - 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: Beavercreek, OHType: Full time
$105k
Commercial Lender – To $105K + Bonus – Dayton, OH – Job # 3556 Who We Are The Symicor Group is a boutique talent acquisition firm based... ...any present or potential risks. ~Analyzing the applicant’s financial status, credit, and property evaluation to determine the feasibility...Suggested$23 per hour
...Essential Functions Partner with a KIS Private Client Advisor to gain hands-on experience. Participate in client discovery and financial planning activities including data entry and analysis. Observe client meetings and assist with basic administrative tasks....SuggestedHourly payTemporary workWork experience placementSummer workInternshipSummer internshipH1bWork at officeRelocation package- ...Financial Professional Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit... ...seeking a Financial Professional to join our team in the Dayton area to work plan sponsor relationships in the education market...Suggested
- ...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...SuggestedAfternoon shift
- ...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
$58.44k - $93.5k
...Personal Financial Counselor This position will provide personal financial services at... ...not limited to, one-on-one counseling, consultation with a commander or with another provider... ...Financial Counselor; Wright Patterson AFB, OH Grade: 24 Work Experience -...Contract workTemporary workWork experience placementWork at office- ...Description Job Description Description Location: Dayton, OH Reports To: Chief Operating Officer & Senior Consultant Industry: Fiduciary Consulting / Retirement... ...grow within the fiduciary consulting space. Financial services experience is not required . We're...
- ...Organization : Name DAYTON OH Default: Location : City MIAMISBURG Overview The purpose of the Financial Representative is to meet the needs of middle-income... ...appointments using Western & Southern Life consultative practices and processes. Effectively...Work at officeLocal area
- ...Financial Aid Advisor Hondros College of Nursing Dayton, OH The Financial Aid Advisor will provide information and support to students, families, and school personnel regarding the financial aid process. You will also advise students on the availability of resources, eligibility...Work at office
- ...Thrivent Financial Advisor 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...
$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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$65k - $80k
...Associate Financial Advisor Associate Financial Advisor Shift/Hours: Monday - Friday... ...respected financial advisory practice in the Dayton, OH area to recruit a growth-minded, client... ...you to succeed! We have dedicated consultants who provide employment market insights...Monday to FridayShift work- ...Transformation team practices to help chief financial officers, controllers, and finance... ...finance. Work You’ll Do As a Project - Consultant, Finance Managed Services on the Finance... ...the future.Ability to work onsite in Dayton, OH 100% of the timeActive Secret security...Work at officeLocal area
- ...Dayton, OH Full time R71092 Make banking a Fifth Third better®We connect great people to great opportunities... ...Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet...Full timeWork experience placementWork at office
$20 - $23 per hour
...canvassers to participate in door to door canvassing programs in the Dayton area. As a canvasser, you will go door to door and speak with... ...field. The location for this position will be in person: Dayton, OH Essential Duties and Responsibilities Must have the...Hourly payWeekly payFull timePart timeLocal areaFlexible hoursShift work$41.25k - $68.75k
...within PNC's Retail Branch organization, you will be based in Dayton, OH at the Forest Park Plaza Branch. PNC is an in-office company that... ...by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer...Full timeTemporary workPart timeWork experience placementWork at office- ...KeyBank in Dayton, OH is seeking a Personal Banker who engages clients to uncover needs and offer guidance that supports financial wellness. You will attract new clients and deepen relationships with existing ones, while delivering excellent service in a fast-paced branch...
- ...Dayton, OH Full time R63547 Make banking a Fifth Third better® We connect great... ...their families, encompassing physical, financial, emotional and social well-being. You can... ...on our 53.com Careers page at: or by consulting with your talent acquisition partner....Daily paidFull time
- ...all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity... ...and maintains good relationships with customers. Exhibits consultative skills to provide recommendations based on financial analysis...Work experience placementLocal areaImmediate startRelocation
- ...Company Description Career Opportunity: Credit Analyst with Farmers and Merchants Bank in Dayton, OH Do you enjoy digging into financials, analyzing risk, and supporting smart lending decisions? Are you someone who thrives behind the scenes while playing a critical...Work at office
$115.4k - $192.3k
...initiatives?Do you thrive at the intersection of consulting, program leadership, and data-driven... ...located near one of our offices in Dayton, OH, Boca Raton, FL, or Alpharetta, GA for... ...committee updates, status reports, financials, risks, and issuesOversee project budgets...Full timeWork at officeLocal areaRemote work$63.75k - $106.25k
...PA - Pittsburgh (15222) OH - Miamisburg AL - Birmingham Full time R232455 Position Overview At PNC, our people are... ...serves as a key finance partner to business leaders, providing financial analysis, forecasting, planning, and strategic decision support...Full timeTemporary workPart timeWork experience placementWork at office- ...for growth? • Do you have a passion for wealth management and financial planning to help clients achieve their goals? • Can you bring... ...RT on July 1, 2024. The combined firm, BST, located in the Dayton Metro area, is an independent fee-only RIA with a 25-year history...Shift work
$65.1k - $108.5k
...an integral part of decision making?Are you eager to use your financial skills to influence stakeholders?About the TeamLexisNexis Legal... ...protected by law.USA Job Seekers:EEO Know Your Rights.SummaryLocation: Dayton, OH; Ohio; New York, NY; New YorkType: Full timeFull timeLocal areaImmediate startWorldwideFlexible hours- ...annually. Job Summary **This is not a remote position** Financial Analyst supports the analysis and development of the... ...the company. This position will require you to be on-site in Dayton, OH and may require some travel to other accounts locally for quarterly...Local areaFlexible hours
- ...Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the... ...classroom training sessions. Location -- Dayton, Ohio 45402 Fifth Third Bank, National...Work experience placementWork at office
$116k - $216k
Location:130 W 2nd Street, Suite 1950, Dayton OhioJob SummaryKey Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized... ...appropriate financial solutions via consultative review and proactive, regular contact.Meets...Full timeWork experience placementWork at officeLocal areaFlexible hoursNight shift- ...Air Force Junior Financial Management Specialist Great Waters Federal is part of the Seneca Nation Group (SNG) portfolio of companies... ...Junior Financial Management Specialist to join our team in Dayton, OH and various other locations in the U.S. to serve as a key member...Full timeLocal areaFlexible hours
$20.67 - $31.25 per hour
...Banker Location: 4000 Linden Avenue - Dayton, Ohio 45432 Job Summary Be a problem... ...guidance and solutions to assist in client's financial wellness both in person and through... ...techniques with clients, including tele-consulting, outside calling, prospecting, and networking...Hourly payWork experience placementDay shift- As a Financial Calculations Representative, you will support and maintain the F&I applications used by our customers to ensure their compliance with industry regulations and dealer expectations. You will research, design, program, and test updates to Reynolds' F&I software...Work from home2 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant - Dayton, OH. Be the first to apply!
- financial clearance Beavercreek, OH
- financial software developer Beavercreek, OH
- financial Beavercreek, OH
- finance financial Beavercreek, OH
- financial aid Beavercreek, OH
- financial engineer Beavercreek, OH
- financial sales Beavercreek, OH
- senior financial analyst fp&a Beavercreek, OH
- financial fraud Beavercreek, OH
- ally financial Beavercreek, OH


