Financial Consultant
Fidelity Investments
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role Working 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 Bring Proven 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 Ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree 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 one Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Coachable, collaborative, and curious are key attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, takes initiative and exceeds customer expectations Extensive knowledge of investment solutions The Team 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. 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 Model Fidelity 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 - FINRA Category: Sales 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.aa415a4b-8b21-40fc-a65c-70d2b25ca29a
- ...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...SuggestedFull timeWork at office
- ...Job Description Job Description Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and...Suggested
- Description: ERP Financial Consultant Department: Enterprise Systems Group Billable Hours Goal: 80% of worked hours Position Type: Full Time Travel Required: Yes as needed JOB SUMMARY: As a member of the Enterprise Systems Group, you will deliver multiple...SuggestedFull timeWeekend workAfternoon shift
$82.6k - $162.8k
...and scale efficiently as their businesses grow. As a NetSuite Consultant at Deloitte, you will support the design and implementation of... ...and technical skills. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation...SuggestedLocal areaVisa sponsorship- 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...SuggestedFull timeWork at office
- ...in person 4-5 days a week.Note: Fidelity will not provide immigration sponsorship for this position.The RoleAs a Workplace Financial Consultant (WFC) within Fidelity’s Workplace Education, Planning & Advice (WEPA) organization, you serve as a trusted partner to plan sponsors...Full timeLocal area
$100k - $130k
...employer-paid life insurance and disability coverage.Voluntary Supplemental Programs - We offer additional options to secure your financial future including supplemental life, hospitalization, critical illness, and other insurance programs.Support for your Growing Family...Full timeTemporary workLocal areaWorldwide- Entry level sales position in the Retail Financial Services Division. Incumbents will be charged with obtaining the various licenses required... ...and sales techniques necessary for success as a Financial Consultant. Will be required to meet with customers and prospects to...Full timeTemporary workPart timeWork at officeWork visaFlexible hours
- ...Shift:1st shift (United States of America)Please review the following job description:JOB SUMMARYProvide 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...Full timePart timeWork at officeShift workDay shift
$26 - $43.34 per hour
Overview:Support clients in achieving their financial goals through personalized investment and insurance solutions. Under the guidance of experienced Financial Advisors, build relationships, identify opportunities, and deliver needs-based recommendations that help clients...Hourly payFull timeWork experience placement$65k - $105k
Kickstart Your Career as a Financial Consultant (Wealth & Retirement)Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? At Manulife, we're committed to making every day better for people around the world. If you're an ambitious...Full timeTemporary workLocal areaFlexible hours$20 - $26 per hour
...over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced,... ...perform administrative duties and provide support to the Financial Consultant of Wealth Management. Responsibilities Answering...Full timeWork at office$84.9k - $120.57k
...position at Xcel Energy could be just what you’re looking for.Financial ConsultantPosition SummaryResponsible for providing the... ...solutions. Takes a leadership role in directing and providing expert consultation to Financial Analysts.Essential ResponsibilitiesResponsible...Full timeTemporary workFor contractorsWork at office$64.7k - $120.4k
...committed to making a difference in the moments that matter for our colleagues, clients, and communities.The primary role of the Financial Consultant is to work with the Account Teams on assigned cases, providing complex financial analysis and utilizing modeling tools to...Minimum wageWork experience placementWork at officeFlexible hours- ...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 financial decisions, and helping them...
$76.77k - $110k
...- Friday, 8am - 5pm Position Summary: Provides expert financial advice, guidance and counsel supporting business objectives and... ...financial techniques and tools. Responsible for providing consulting services to internal customers through participation on projects...Full timeTemporary workPart timeWork experience placementWork at officeLocal areaImmediate startRemote workWork from homeHome officeMonday to FridayFlexible hoursShift work$85k
...We are looking to expand our team of financial advisors in a fully remote environment!! This position is a Financial Advisor (part-time or full-time). Through our in-depth training program, you will also learn how to diagnose needs of an individual or family, have a conversation...Full timeTemporary workPart timeRemote workFlexible hours$80k - $105k
...effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and...Full timeWork at office$75k - $150k
...Overview: Powerwell is a leading recruitment firm helping our clients discover top talent. We are recruiting for a Financial Consultant. Candidates must be located in the Cleveland, OH region and will be allowed to work remote. Summary: As a Financial Consultant...Remote work- ...Financial Consultant Location: Naples, FL 34109-2772 The Financial Consultant has the primary responsibility of retaining and expanding company relationships and soliciting new retail Investment and Insurance business from prospective customers. Advise and assist...Bank staffLocal areaNight shift
- ...Job Description The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions...Immediate start
$750 per month
...Job Type Full-time Description Interclypse is seeking a Financial Consultant to assist federal civilian agencies by providing financial management, accounting, and project management type capabilities. This role will require customer-facing collaboration...Full timeContract workTemporary work$66k
...Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality... ...We are seeking a knowledgeable and client-focused Financial Consultant to join our team at Nottingham Investment Services (a division...Local area- ...Financial Consultant IRI believes in commitment, integrity, and strategic workforce solutions. Integrated Resources, Inc., is led by a seasoned team with combined decades in the industry. We deliver strategic workforce solutions that help you manage your talent and...Temporary work
$52k - $64k
...organization Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies,... ...environment. Your future starts now. What you will do As a Financial Consultant (Retirement Consultant) you will be part of our growing...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from home$90k - $140k
...service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity... ...relationship building ~ Bachelor's degree ~ A thoughtful consultative approach with an emphasis on client focus Compensation...Work at officeWork from home$36k - $85k
...forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for... ...the development of the bank. Provide support to the financial consultants' assigned bank territory in the growth, development, and servicing...Full timeWork at officeRemote workHome officeShift work$85k - $125k
...Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and...Full timePart timeImmediate start$85k - $115k
...investments, important market events and competitive landscape Documenting relevant client information, including background, financial situation, and conversations with clients Handling all questions (by phone, fax, email, letter, etc.) and requests from your client...Work at officeWork from home$52k - $210k
...investment and insurance needs, recommends appropriate products, and makes appropriate referrals to branch or to others on regional Financial Group market team. Monitors client investment performance and makes appropriate recommendations. Meets regularly with assigned...Base plus commissionFull timeTemporary workPart timeLocal areaWork visaMonday to FridayFlexible hours
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