Financial Consultant - Center Valley, PA
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: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: Center Valley, PAType: Full time
$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...SuggestedFull timeInternshipLocal areaFlexible hours- ...Financial Advisor Allentown & Center Valley office locations About Vista Wealth Solutions Vista Wealth Solutions is where driven professionals come to build careers that matter. Backed by the strength of MassMutual, we invest in your growth from day one...SuggestedPermanent employmentWork at office
$151.46k - $212.04k
...Assistance*12 Paid HolidaysOn-Site Child Daycare, Café, Fitness Center**Connected Culture you can embrace:Work-life integrated culture... ...Programs Paid Educational Assistance*US Only**Center Valley, PA and Westborough, MAAre you ready to be a part of our team?Learn...SuggestedFull timeLocal areaWorldwideFlexible hoursAfternoon shiftEarly shift$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where... ...Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification...SuggestedFull timeContract workFor contractorsWork at office- ...Senior Financial Advisor CAPTRUST is seeking a Senior Financial Advisor who will provide... ...600 Hamilton Street #900 | Allentown, PA 18101 We make it a priority to hire those... ...the lives of those around us An other-centered mindset Integrity through maintaining...SuggestedTemporary workWork at officeLocal areaFlexible hours
- ...Description Summit Investment Advisory Group LLC, is a Registered Investment Advisor, with offices in Perkasie, Huntingdon Valley and Dublin, PA, offering financial advisory services, insurance products and services offered through Summit Financial Group, an affiliated company....InternshipWork at office
- ...Are We Looking For?CAPTRUST is seeking a Financial Advisor Relationship Manager to help build... ...?600 Hamilton St #900 | Allentown, PA 18101Due to the nature of the role, this... ...enrich the lives of those around usAn other-centered mindsetIntegrity through maintaining objectivityEEO...Temporary workLocal areaFlexible hours
- ...Relationship Banker - PA North Market - Spanish Required NEWTOWN, Pennsylvania;Easton... ...guided by a common purpose to help make financial lives better through the power of every connection... ..., and investments + Manages financial center traffic, appointments, and outbound calls...Work at officeFlexible hoursShift workWeekend workDay shift
- ...growing DLP Bank’s presence in the Lehigh Valley by building and deepening relationships... ...developing a strong network of clients, centers of influence, and referral partners.... ...already achieved: (Requirements) 5+ years of financial services experience, with demonstrated...For contractors
- ...based in our Fullerton branch, Whitehall, PA. PNC is an in-office company that... ...opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners... ...partnerships as well as community Centers of Influence to acquire, expand and retain...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...requirements while marketing and promoting the financial products offered by Chase. You will... ...with customers. Exhibits consultative skills to provide recommendations based... ...coverage, on-site health and wellness centers, a retirement savings plan, backup childcare...Work experience placementLocal areaImmediate startRelocation
- ...Security Analyst Work location: Allentown, PA Start date: ASAP End date: 12/31/2018 /... ...recent college grads Security Operation Center (SOC) experience required Experience... ...vendor relationships as required. Provide consultation and coordination to Business Unit and IT...Contract workFor contractorsImmediate startShift work
- ...care, in the partnership of Universal Health Services & Lehigh Valley Health Network. This brand new 144-bed free standing behavioral... ...adults and adolescents. Hanover Hill is seeking an experienced Financial Counselor. This is a fantastic opportunity to join a multi-...Local area
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With... ...performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard,...Work at officeWork from homeHome officeFlexible hours$1,000 per month
...Northwestern Mutual College Financial Representative Internship 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$150k - $175k
...positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast-... ...We are looking for a Sr. Financial Advisor in Allentown , PA that will be responsible for managing select client relationships...Temporary workWork at officeLocal areaRemote work- ...Clear Channel Outdoor Job Summary: This role supports the Financial Planning & Analysis (FPA) department for the Airports Division... ...working in office (with hybrid options available) in Allentown, PA. Job Responsibilities Collaborates on monthly financial...Work experience placementWork at office
$20.67 - $31.25 per hour
...guidance and solutions to assist in client's financial wellness both in person and through... ...effectively managing internal and external centers of influence. Ensuring compliance... ...techniques with clients, including tele-consulting, outside calling, prospecting, and networking...Hourly payWork experience placementDay shift- ...Overview Lead Financial Analyst to join our growing finance team at our Conshohocken, PA office. In this strategic, high-impact role you will be responsible for revenue analytics and forecasting for a global organization with diverse sales channels. You will collaborate...Work at office
- OverviewWe are seeking a Lead Financial Data Analyst to support the Financial Planning & Analysis (FP&A) organization at our Global Headquarters in Coopersburg, PA. The Lead Financial Data Analyst will be responsible for driving enterprise analytics, reporting strategy,...Work experience placementH1bImmediate startWorldwide
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida...Work at officeShift workDay shift
- ...banking and serving our local communities. An immediate opening is available for a full-time Mortgage Loan Consultant to develop new mortgage business in the Lehigh Valley/Pocono areas. This position is based out of our office located at 1503 Linden St., Bethlehem. The...Full timeWork at officeLocal areaImmediate start
- ...organization, you will be based in our Tilghman Square branch, Allentown, PA. PNC is an in-office company that fosters a collaborative and... ...a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet....Full timePart timeWork experience placementWork at officeShift work
- ...organization, you will be based in our Tilghman Square branch, Allentown, PA. PNC is an in-office company that fosters a collaborative and... ...a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet....Full timePart timeWork experience placementWork at officeShift work
$72k - $90k
...globe. Through its Advanced Technology Center, a collaborative ecosystem of the world'... ...Join WWT today! What is the Solutions Consulting & Engineering (SC&E) Team and why join?... ...assigned Ability to manage budgets, analyze financial reports, and track profitability across...Full timeRemote workShift work$17.5 per hour
...Professionals to join our Group Home (CLA/6400) team in Coopersburg, PA on Fridays and Saturdays. There are opportunities to earn a... ...emotional support through in‑person, telehealth, and text therapy. Financial and legal guidance. Grow With Us: Paid training, ongoing...Hourly pay16 hoursPart timeShift work- ...Are you an experienced Financial Advisor or Insurance Agent who loves working with clients—but is exhausted by constant prospecting... ...compliantly. Proven success meeting clients in person and closing consultative, needs-based recommendations. Comfort using Zoom,...
- ...internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: - Financial advisory - Sales specialist - Product Support - Sales operations and analytics - Patient Services Get the skills and opportunity...InternshipMonday to Friday
$60k - $120k
...established wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized... ...hire). ~1–3 years of experience in banking, insurance, or consultative client-facing sales. ~ High coachability, strong active-listening...Local area- ...Overview Lutron has an immediate opening for a Financial Analyst to support our Operations Finance Team. This position will be a key part of the Corporate Finance Team supporting management decision‑making with reporting and analysis in a cross‑functional environment....Work experience placementImmediate start
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant - Center Valley, PA. Be the first to apply!



