Financial Consultant- Memphis, TN
Soteria Reinsurance Ltd.
- # ## 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 solutionsNote: 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:## SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.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 Soteria Reinsurance Ltd.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant- Memphis, TN in Germantown, TN vacancy
- ## Financial Representative - Memphis, TNApplylocations: Germantown, TNtime type: Full timeposted on: Posted Todayjob requisition id: 2127554## ## Job Description:**Financial Representative**We believe that as a Financial Representative, you make a key impact on the branch...SuggestedFull time
- Note: Fidelity will not provide immigration sponsorship for this position. The Role We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client...SuggestedFull time
$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....SuggestedSymicor Group
Memphis, TNmore than 2 months ago$185k
Chief Credit Officer – To $185K – Memphis, TN – Job # 3806-17719 Who We Are The Symicor Group is a boutique talent acquisition firm based... ...~Ten or more years of related work experience must consist of financial/credit analysis and lending. ~Management experience required....SuggestedWork experience placementSymicor Group
Memphis, TNa month ago$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$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...- ...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
- ...guided by a common purpose to help make financial lives better through the power of every... ...business knowledge by using a defined consultative approach with clients to systematically... ...Franklin; Brentwood; Brentwood; Collierville; Memphis; Smyrna; CordovaType: Full timeFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...Merrill Advisor Development Program - Financial Advisor: Memphis/Little Rock Market Little Rock, Arkansas;Jonesboro, Arkansas; Hot Springs... ...success. Grow your business knowledge by using a defined consultative approach to systematically identify client needs and...Interim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
Memphis, TN16 hours ago - ...Financial Advisor - Memphis, TN (or within a 2-hour radius) A nationally recognized, Memphis-based RIA with over $2.7 billion in assets under management is seeking an experienced Financial Advisor to join its growing team. This is a rare opportunity to become part...Work at office
Adams Keegan
Memphis, TN4 days ago - ...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
- ...Description Credit Analyst - E Memphis - Hiring Now! Strong... ...the lending team to analyze financials, assess credit risk,... ...expertise. ~ E Memphis, TN | On-Site Position... ...Denise Fair Search Consultant gpac - Banking Division...
gpac
Germantown, TN4 days ago - ...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
- Fidelity Investments is seeking a Financial Representative to serve as the friendly face of the branch in the Memphis area. You will deliver exceptional client service, help families plan for their financial futures, and support frontline operations with integrity and professionalism...
$109.01k - $148.47k
...and reviewed by associates, consultants, and vendors of Regions in order... ...and sound personal financial planning and financial advisory... ...Location DetailsPoplar MainLocation:Memphis, TennesseeEqual Opportunity... ...company.SummaryLocation: Memphis, TN - 6200 Poplar Avenue; Olive...Full timeFlexible hours- 2608-4 Loan Processor - Collierville, TN Loan Processor - Collierville, TN The Loan Processor is responsible for the preparation of... ...Ability to maintain strict confidentiality and handle sensitive financial information. Proven time management and organizational skills; able...
- ...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...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...Relationship Banker I – Float Location: US‑TN‑Memphis Overview Relationship Bankers are responsible for identifying customer needs and... ...current or prospective customer's satisfaction, loyalty, and financial well‑being. Utilizing proactive sales/service efforts coupled...Permanent employment
Trustmark
Memphis, TN3 days ago - ...trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs... ...with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates...Temporary workWork at office
First-Horizon-Bank
Cordova, TN4 days ago - Job Description: 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 every day....Work at officeFlexible hoursShift workWeekend workDay shift
- ...be three per week, averaging 12 days per month at one of our Memphis, TN, or Southfield, MI corporate offices. Serve as a key point of... ...Experience - 13 months to 3 years Certifications: AG - Agent - Financial Industry Regulatory Authority (FINRA), GS - Gen Sec Rep -...Work experience placementWork at officeMonday to Friday
- ...on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs.... ...segmentation model and the client's best interests.2. Utilize a consultative sales process to partner with clients to review investment plans...Full timePart timeWork at office
Truist Inc
Germantown, TN1 day ago $58.44k - $93.5k
...Personal Financial Counselor; Memphis, TNThis position will provide personal financial services at assigned military installations. Primary responsibilities... ...include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff,...Contract workTemporary workWork at officeMagellan Health
Memphis, TN22 hours ago$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 hoursNorthwestern Mutual
Memphis, TN3 days ago$55k - $75k
...A financial services provider based in Memphis seeks a qualified Financial Advisor to assist clients with investment strategies and goals. Ideal candidates... ...client relationships and providing investment consultations, with a total cash compensation of $55,000-$75,000 plus...TieTalent
Memphis, TN1 day ago- ...services. Execute retail banking initiatives and strategies through consultative relationship management. Cross sell products and services and... ...ongoing product knowledge, digital product knowledge, financial services and sales-oriented training in addition to all required...
- ...Role and LocationRole: Information Security AnalystLocation: Memphis, TN – Onsite [3 Days every week]Duration: 6 monthsM2F – 8:00 am –... ...Protection; and Evolving Threats. Also provides Information Security Consultation to Project Teams.RequirementsSIEM – Google SecOps and Rapid7...Hourly payContract workImmediate start3 days per week
Syntricate Technologies
Memphis, TN3 days ago - ...accurate and timely customer service involving daily processing of financial transactions in a retail banking environment. Often serving as... ...full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12...Part timeWork at officeMonday to FridayNight shift
First Horizon Bank
Memphis, TN22 hours ago - gpac in Memphis, TN, is hiring a Credit Analyst for an on-site role in E Memphis. You will analyze financials, assess credit risk, underwrite requests, and provide structuring recommendations to the lending team. You will prepare credit memos, annual reviews, financial...
- Job Title: Research Financial Specialist About Us At West Cancer Center, we are committed to advancing innovative cancer research while delivering exceptional patient care. Our Research team supports sponsored research projects and clinical trials while maintaining strong...Full timeWeekend work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant- Memphis, TN. Be the first to apply!
