Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Consultant- Franklin, TN

Fidelity Investments

Fidelity will not provide immigration sponsorship for this position.Job Description: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 hireInsurance license requiredAbility 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: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.SummaryLocation: 4031 Aspen Grove Drive, Franklin TNType: Full time

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant- Franklin, TN in Franklin, TN vacancy
  •  ...proactive, meaningful conversations that support financial well-being and deepen engagement Lead...  ...- 5415 Maryland Way - Brentwood, TN - 37027 Moore's Lane - 1660 Westgate Circle...  ...27 Cool Springs - 2030 Mallory Lane - Franklin, TN - 37067 Franklin Royal Oaks - 210... 
    Suggested
    Work experience placement
    Flexible hours

    Wells Fargo

    Brentwood, TN
    1 day ago
  •  ...team members and their family to support physical, mental, and financial wellbeing including: DailyPay, receive your money as you...  ...nature of this position, candidates should be based in the Franklin, TN area, as the role is aligned with and reports to our corporate... 
    Suggested
    Full time
    Contract work

    Wellpath

    Franklin, TN
    12 hours ago
  •  ...Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent...  ...Chartered Retirement Planning Counselor, or ChFC Chartered Financial Consultant. ~4. Completion of Leadership Development Program or... 
    Suggested
    Full time
    Part time
    Work at office
    Shift work
    Day shift

    HBCU CONNECT LLC

    Franklin, TN
    5 days ago
  •  ...trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on tailored solutions. You will...  ...relationships through exceptional service. Based onsite in Franklin, TN, you will support the branch’s sales objectives,... 
    Suggested

    First Horizon Bank

    Franklin, TN
    3 days ago
  • 5ironCyber seeks an on-site SOC analyst in Franklin, TN to monitor alerts, assist with incident handling, and support security tooling. You will operate under supervision and grow skills in SIEM, EDR, firewalls, and ticketing systems while collaborating with the SOC team... 
    Suggested
    Full time

    5ironCyber

    Franklin, TN
    1 day 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 time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Franklin, TN
    3 days ago
  •  ...referral partners Guide borrowers through the loan application process and provide clear, timely communication Analyze borrower financials to recommend appropriate loan products Ensure all loan files meet federal, state, and investor compliance requirements... 
    Remote work
    Flexible hours

    West Capital Lending

    Franklin, TN
    1 day ago
  • ## Financial AdvisorApplylocations: Franklin: Brentwoodtime type: Full timeposted on: Posted 3 Days Agojob requisition id: JR100110Looking to join a...  ...building client relationships and growing business through consultative sales and referrals.**Licensing Requirements**... 
    Temporary work
    Work at office

    SmartBank

    Franklin, TN
    5 days ago
  •  ...Job Description Job Description WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their... 

    WealthBridge Financial Group

    Franklin, TN
    8 days ago
  •  ...Relationship Banker - Nashville Market Franklin, Tennessee;Brentwood, Tennessee; Brentwood, Tennessee **To proceed with your application...  ...of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Franklin, TN
    4 days ago
  •  ...Representative/Teller for the Branch Creek Office, located at 580 Franklin Rd, Franklin, TN 37069. Candidates must possess excellent member service skills, professionalism and confidentiality. Previous financial institution experience is preferred. The Branch Creek hours of... 
    Full time
    Temporary work
    Work at office
    Flexible hours
    Night shift

    Liberty Federal Credit Union

    Franklin, TN
    9 hours ago
  • $15.75 per hour

    A recruitment agency is seeking industrious banking professionals for a fast-growing bank in Franklin, Tennessee. Candidates will start as Telllers with the opportunity to transition into new roles as they learn the business. Experience in banking for 1-3 years, excellent... 
    Hourly pay
    Monday to Friday

    Randstad

    Franklin, TN
    5 days ago
  • $120k

     ...of Summit. Summit Wealth Strategies is seeking an experienced advisor who combines exceptional relationship skills with sharp financial judgment. We’re looking for someone who can become the primary advisor for households with $1 million or more in investable assets... 

    Summit Wealth Strategies

    Franklin, TN
    1 day ago
  •  ...job posting. SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively... 
    Full time
    Temporary work
    Work at office

    First Horizon Bank

    Franklin, TN
    21 days ago
  •  ...with prospective customers through calls, emails, and community outreach, building a pipeline of new business opportunities in Franklin, TN. You will schedule follow-ups, coordinate outreach strategies with team members, and track activity to meet acquisition goals... 

    Jordan Drake - State Farm Agent

    Franklin, TN
    1 day ago
  •  ...First Farmers is seeking a Commercial Portfolio Officer in Franklin, TN to assist Commercial Relationship Managers by maintaining and growing a portfolio of commercial banking relationships. You will coordinate needs across portfolios and provide portfolio insights, growth... 

    First Farmers

    Franklin, TN
    3 days ago
  •  ...Job TitleProvide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team,... 
    Temporary work
    Work at office

    SunTrust Investment Services, Inc.

    Brentwood, TN
    3 days ago
  •  ...abilities needed for the role, please keep reading. Reporting to the Financial Analysis Manager, the Financial Analyst II provides...  ...financial planning process. This is an in-office position in Franklin, TN Do our values align with yours? Mission, Beliefs & Values .... 
    Temporary work
    Work at office
    Flexible hours

    K-LOVE

    Franklin, TN
    1 day ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Franklin, TN
    2 days ago
  •  ...Premier Partner and have completed hundreds of client implementations. Our certified team of technology consultants help organizations implement and support financial solutions to improve our client’s business and financial operations.POSITION SUMMARYLBMC is actively... 
    Full time
    For contractors
    Casual work
    Remote work
    Night shift

    LBMC

    Brentwood, TN
    4 days ago
  •  ...AnalystAre you ready to make a meaningful impact in a role where your financial expertise meets strategic vision? As the Senior Capital...  ...role will be hybrid (1-2 days work from home) at our new Franklin, TN Headquarters.Here's just some of what you will be doing daily... 
    Work at office
    Work from home
    Flexible hours

    Educational Media Foundation

    Franklin, TN
    1 day ago
  • About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their... 
    Local area

    Modern Woodmen

    Franklin, TN
    1 day ago
  •  ...Job Description Job Description Benefits: Downtown Franklin Office Simple IRA Match Opportunity for advancement Paid time...  ...decisions that truly help customers. Location Address: Franklin, TN 37064 At Jordan Drake - State Farm Agent, we’re here to help... 
    Work at office
    Relocation package

    Jordan Drake - State Farm Agent

    Franklin, TN
    15 days ago
  • $5,000 per month

     ...Job Description Job Description What You’ll Do As a Financial Professional / Team Leader, you will: Build your own practice while...  ...pay   Ability to Commute/Location: ~ Brentwood, TN 37027 (On-site Position)   Peachtree Planning is an Agency... 
    Contract work
    Work at office
    Flexible hours

    Peachtree Planning

    Brentwood, TN
    4 days ago
  •  ...Truist Wealth invites applications for a Financial Advisor role in Brentwood, TN to actively source and deepen client relationships by offering personalized investment advice and a wide range of financial solutions. You will analyze client objectives and risk tolerance... 

    Truist Inc

    Brentwood, TN
    3 days ago
  • Capstone Real Estate Group, a privately-held real estate investment and management firm based in Franklin, TN is currently seeking an intern for six months to join our team. This is an excellent opportunity for someone considering entering the field of commercial real... 
    Internship

    Capstone Group

    Franklin, TN
    5 days ago
  •  ...team members and their family to support physical, mental, and financial wellbeing including: DailyPay, receive your money as you earn...  ...nature of this position, candidates should be based in the Franklin, TN area, as the role is aligned with and reports to our corporate... 
    Contract work
    Temporary work

    Wellpath

    Franklin, TN
    2 days ago
  •  ...Medi-Weightloss in Franklin, TN is seeking a compassionate Front Office Coordinator to join our dedicated team. This part-time role includes greeting patients, managing scheduling, and supporting both our medical team and patients. Enjoy a balanced work schedule from... 
    Part time
    Flexible hours

    Medi-Weightloss

    Franklin, TN
    1 day ago
  •  ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial... 
    Full time
    Work at office
    Flexible hours

    Bankers Life

    Brentwood, TN
    1 day ago
  •  ...Shoemaker Financial is a comprehensive financial services firm that provides customized solutions to assist clients in reaching their goals. Advisors will assess clients' needs, develop strategies to help them achieve their goals, and implement those recommendations by... 
    Full time
    Apprenticeship

    Shoemaker Financial

    Brentwood, TN
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Consultant- Franklin, TN. Be the first to apply!