Financial Consultant - Center Valley, PA
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:Series 07 - FINRA, Series 66 - FINRA## ## Category:## 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.
- J-18808-Ljbffr Soteria Reinsurance Ltd.
Vacancy posted 14 hours ago
Similar jobs that could be interesting for youBased on the Financial Consultant - Center Valley, PA in New York, NY vacancy
$200k
...Job Description Job Description REGISTERED FINANCIAL ADVISORS – HUDSON VALLEY, NY and Tri-State Area (NY/NJ) Applicants must hold active FINRA licenses (SIE, Series 7, and Series 66 or 63/65). CFP A REAL PLUS. If you do not have these licenses, please do not...SuggestedDonna Cornell Enterprises, Inc.
New York, NY25 days ago$18.83 - $29.28 per hour
...Senior Financial Center Associate - Floater Location: Jackson Heights, NY 11372 Assists Financial Center Manager in maintaining bank operations and supporting Private Client Groups and clients in accordance with all applicable Bank policies and procedures. Extensive...SuggestedHourly payLocal areaFlagstar Bank
Jackson Heights, NY3 days ago$15.25 - $22.88 per hour
...US 4 days ago Requisition ID: 3284 A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Financial Center Associate to join our team in Collingswood, NJ. We believe that our ongoing success depends upon a skilled, satisfied and valued...SuggestedHourly payFull timeWork experience placementWork at officeRemote workWork visaFlexible hoursNight shift$23.17 - $26 per hour
...Banking Center Relationship Banker 2 If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935,... ...individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about...SuggestedFlexible hoursWeekend workWebster Bank
Rego Park, NY2 days ago$18.83 - $29.28 per hour
Overview Position Title : Senior Financial Center Associate - Floater Location: New York, NY 10018 Job Summary Assists Financial Center Manager in maintaining bank operations and supporting Private Client Groups and clients in accordance with all applicable Bank policies...SuggestedLocal area$150k - $225k
...division works on some of the most complex financial challenges and transactions in the... ...for an Associate to join our growing data center finance team within Infrastructure and Real... ...with external parties (counsel, consultants, technical advisors, appraisers, environmental...Full timeTemporary workPart timeImmediate start- A local tax and wealth management firm in Beaver, PA is seeking a Tax Accountant / Wealth Management Professional to manage personal tax planning and client relationships. This fully in-office role involves tax reduction planning, preparing tax returns, and advising clients...Work at officeLocal area
$25 - $27.88 per hour
...conversations with clients to gain in‑depth knowledge of their financial and life priorities and connecting them to solutions that meet... ...in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the...Hourly payShift workWeekend workDay shift$82.5k - $106.5k
...About the Role Our Security Operations Center (SOC) is seeking a mid level SOC Analyst to support day to day security monitoring, incident... ...Health Centers, Employee Assistance Program, Wellness program Financial Benefits: Competitive pay, Profit Sharing, 401k Plan with...Full timeLocal areaShift workRadNet
New York, NY14 hours ago- ...and support that you need to do your best work — Ardent is where your next mission begins. Ardent is seeking a Security Operations Center (SOC) Analyst to join our team. This is a remote position . Position Description Ardent is seeking a Security Operations Center (SOC...Work experience placementLocal areaRemote workFlexible hoursShift work
ArdentMC
New York, NY14 hours ago - ...Standard Chartered Bank. The role will have a primary focus on data center exposures. The role will be based in New York or London. The... ...base. Strong and agile understanding of credit risk, financial analysis and structuring, and their application in lending decisions...Work at officeFlexible hours
Standard Chartered
New York, NY4 days ago $23.17 - $26 per hour
A regional commercial bank in New York seeks a Banking Center Relationship Banker 2 to deliver exceptional customer service and support the team in achieving sales and operational goals. The ideal candidate will have 3-4 years of customer sales/service experience with...Hourly pay$400 per unit
...neighborhoods across New York City. Position Summary: The Financial Empowerment Consultant will design and lead monthly interactive educational... ...The consultant will integrate a trauma-informed, person-centered approach in the provision of engaging sessions that translate...For contractors$67.15k - $79k
Job Summary Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized team of paraplanners that supports Wealth Management Teams nationwide by creating customized, comprehensive personal financial plans. This role is responsible...Temporary workWork at officeLocal areaHome officeMonday to Friday- Financial Counselor Do you work for a company that no longer aligns with your core values? Have... ...to create a world-class mission-centered behavioral health organization, focused on... ...BriteLife is currently open in Hanover, PA, Hilton Head Island, SC, and West Kill, NY...Hourly payTemporary workWork at officeLocal areaShift work
$28.85 - $33.65 per hour
...other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients... ...your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking,...Hourly payFull timeTraineeshipWork at officeLocal areaImmediate startShift workDay shift$127k - $160.55k
Position Overview As a Senior Security Operations Center (SOC) Analyst, you will lead the investigation and mitigation of security incidents across the organization. You will conduct digital forensic analysis, coordinate containment and recovery, share knowledge, improve...Remote workFlexible hoursShift work$64.74k - $89.01k
Global Security Operations Center Analyst Date: Apr 8, 2026 Location: Corning, NY, US, 14831 Company: Corning Requisition Number:... ...When Corning wins, we all win. As part of our commitment to your financial well-being, we provide a 100% company-paid pension benefit with...Full timeCasual workWork at officeWorldwideAll shiftsShift work$125k - $160k
...in Real Estate - Capital Markets in New York to manage and execute debt financings across their global portfolio, focusing on data centers and digital infrastructure. The ideal candidate will have 3+ years of experience, strong Excel and communication skills, and a collaborative...- TITLE: TEMPORARY (Grant-Funded) Professional Assistant (PA) - Clinical Coordinator for Nursing CAMPUS: Ammerman Campus in Selden START... ...Selden, Brentwood, and Riverhead, as well as its Culinary Arts Center in Riverhead. Established in 1959, the college offers a wide...Full timeTemporary workWork at officeImmediate start
$23.17 - $26 per hour
...individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about... ...opportunities, and enjoy meaningful work! The Banking Center Relationship Banker 2 role will provide services for Banking Center...Full timeFlexible hoursWeekend work- ...in Selden, Brentwood, and Riverhead, as well as its Culinary Arts Center in Riverhead. Established in 1959, the college offers a wide... ...temporary grant-funded full-time (12-month), Professional Assistant (PA) - Project Manager to support the Jane F. Shearer School of Nursing...Full timeTemporary workWork at officeImmediate start
$17 - $24.83 per hour
## Oncology Financial CounselorApplylocations: Gloucester County, NJtime type: Full timeposted... ...environment.* Professional, patient-centered approach, maintaining empathy and discretion... ...the greater Philadelphia region, Lehigh Valley and Northeastern Pennsylvania and...Daily paidFull timeTemporary workPart timeWork experience placementFlexible hoursShift workWeekend work- CCSi in New York seeks a financial services leader to enhance fiscal strategies for human-centered organizations. The role emphasizes collaboration with executive leaders, mentoring staff, and ensuring exceptional client service. Candidates should possess an advanced degree...
$85k - $145k
...practice through referrals. The ideal candidate will have 7-10 years of experience, a CFP designation, and advanced knowledge of financial planning. This role focuses on client retention and communication of financial solutions. The position offers a hybrid work schedule...- ...for the Sr Private Wealth Advisor role at Valley Bank Get AI‑powered advice on this job... ...and periodically reviewing their financial needs. Build, promote and maintain adequate... ...externally through referrals from clients, centers of influence and internal partners....Full time
- ...Retail Personal Banker I in Cincinnati to proactively identify financial needs of customers. This role involves building relationships... ...a college degree or equivalent experience, possess strong consultative sales skills, and demonstrate ethical behavior. Comprehensive...
Fifth Third Bank, N.A.
New York, NY14 hours ago $125k - $150k
...Senior Financial Operations (FinOps) Consultant At Sand Cherry Associates, we excel in the design and delivery of strategic customer‐centric initiatives... ...‐empowered solutions. Our client's confidence in us is centered on exceptionally skilled, high‐energy talent working...Contract workLive inRemote workSand Cherry
New York, NY14 hours ago- Senior Data Center Risk Management Specialist - NYC This opportunity is working directly with an established best-in-class Insurance... ...operating in high-stakes, high-visibility environments Consultative mindset with ability to operate independently while integrating...For contractorsFor subcontractorImmediate startRemote workShift work
- Olympus Corporation of the Americas is seeking support for Financial Planning and Analysis in Center Valley, Pennsylvania. The position focuses on analyzing financial results and presenting these to leadership. Key responsibilities include preparing executive presentations...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant - Center Valley, PA. Be the first to apply!
Related searches
- entry level financial advisor New York, NY
- jde finance consultant New York, NY
- morgan stanley financial advisor New York, NY
- oracle financial consultant New York, NY
- financial advisor New York, NY
- financial planner cfp New York, NY
- financial planner New York, NY
- financial advisor internship New York, NY
- senior financial advisor New York, NY
- financial planning assistant New York, NY