Financial Consultant
Fidelity Investments
Fidelity Investments is seeking a Financial Consultant to join our Financial Planning and Advisory team. In this client-facing role, you will provide personalized financial planning, retirement strategies, and investment guidance tailored to individual goals. You will analyze client portfolios, recommend diversified solutions, and ensure alignment with regulatory and fiduciary standards. Leveraging Fidelity’s industry-leading research and technology, you’ll deliver a superior client experience while deepening relationships. Fidelity’s client-focused, innovative culture supports continuous learning and offers diverse growth opportunities across finance, technology, and customer service. Join us to help shape the future of financial advice.
$70k - $80k
...history for the position: FDIC; Safe Act; Loan Originators; FINRA. 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,...SuggestedFull timeTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$63.3k - $117.2k
...Role Overview Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive... ...with members of the client relationship team to apply a consultative sales process and continually enhance the client experience....SuggestedPart timeLocal area$45k - $100k
...26. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long‑term financial goals...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...of the platform staff. Helping customers to understand and address their financial needs, the banker will provide solutions that span across the customer's lifecycle by utilizing our consultative sales and service process. Responsible and accountable for risk by openly...SuggestedWork at office
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hours$28.85 - $33.65 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do... ...your success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift- ...Financial Advisor Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education...Local areaImmediate startRemote work
- Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career...Full timeWork experience placementFlexible hours
$28.85 - $33.65 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do... ...your success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$66.56k - $80k
...LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This... ...relationships with all assigned Branches. Responsibilities Utilizing a consultative, holistic approach, sales process, and assessment tools where...Work at officeLocal area$28.85 - $33.65 per hour
...the position: FDIC; Safe Act; Loan Originators; FINRA. As a Financial Solutions Advisor Stage I (FSA I) at Bank of America, you will... ...managers who support your success. Grow business knowledge with a consultative approach to identify client needs and appropriate solutions....Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$50 - $58 per hour
...and modeling exercises Construct, modify, and review advanced financial models (3-statement, valuation, LBO, M&A, sensitivity analyses... ...assessments Exposure to multiple finance domains (e.g., IB to PE, consulting to Corp Dev) Prior work creating training data or technical...Contract workRemote work- ...for the position: FDIC; Safe Act; Loan Originators; FINRA. 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,...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$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- ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...Local area
- ...Financial Advisor LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at BMO Bank in Oakland, CA would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with...Local area
$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- ...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
- ...Business Banking division in Moraga, California. This role focuses on building strong customer relationships and providing tailored financial solutions. Candidates should have a minimum of 6 months of customer interaction experience and must meet SAFE registration...Full timePart time
- ...growth opportunities and a diverse workplace culture. Responsibilities include building customer relationships and assisting with financial needs. The ideal candidate should have strong customer service skills and must meet SAFE registration requirements. A comprehensive...
- Quality Talent Group is seeking bankers for their Consumer, Small, and Business Banking division in Emeryville, California. This opportunity offers a full-time or part-time position with a supportive workplace that values professional growth and diversity. The ideal candidates...Full timePart time
- ...division in Castro Valley, California. This is a dynamic role focusing on building strong customer relationships and providing tailored financial solutions. Candidates will assist with account openings, service requests, and compliance with banking policies. Benefits include...
$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$70k - $80k
...Dormont Manufacturing Co in Castro Valley, California seeks a Financial Advisor to provide tailored financial advice and solutions. You will assist clients in achieving financial goals by navigating investment plans and providing brokerage product recommendations. The...$81.5k - $141.3k
...we’re committed to continuous improvement in the way patients and professionals measure, track and analyze glucose levels. As a Financial Analyst, you will support several HQ department budgets, including month end close, budgeting cycles, and ongoing business partner...Worldwide- Position: IAM Remediation & Identity Security Analyst Location: Remote (working PST hours) Contract: 6+Months Overview We are seeking an experienced Identity & Access Management (IAM) professional to support remediation efforts following a recent...Contract workRemote work
$25 - $27.88 per hour
...Bank Of America Job Opportunity 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, teammates, communities and shareholders...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$25.19 - $28.96 per hour
...with experience & qualifications) F & M Bank's Personal Bankers are responsible for building relationships and providing expert financial advice and great service. They need to demonstrate motivation to offer the right financial solutions to help customers with large...Hourly payFull timeWork experience placementLocal area- ...vertically integrated infrastructure for others to build on via Science Foundry. We are seeking a highly analytical and strategic Financial Planning & Analysis (FP&A) Analyst to join our dynamic team. In this role, you will be responsible for driving the financial planning...Full timeLocal areaRemote workFlexible hours
$26 - $29 per hour
...role in managing, retaining, and acquiring long-lasting win-win relationships with our customers actively assessing clients' financial information to recommend, present, and sell additional products and services to meet their needs leveraging the bank's latest...
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