Financial Consultant - Bethesda, MD
$60k - $75kFidelity Communications
Job TitleThe 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!You have a steadfast commitment to your clients while making a positive impact in the communityFidelity'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.The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.Certifications: Series 07 - FINRA, Series 66 - FINRACategory: Sales
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- ...Company Description Strategic Financial Associates, LLC (SFA) is a comprehensive financial services firm that has been helping clients... ...Financial Advisor is a full-time, on-site role based in Bethesda, MD. This role supports senior advisors in delivering holistic financial...SuggestedFull timeWork at office
- Job Description Summary Fulfills varying tasks and assignments and completes rotations in a range of areas related to financial services, under varying levels of supervision. Develops skills and capabilities that equips the incumbent to move into a specific role in the...SuggestedApprenticeshipTraineeship
- ...Job Description Job Description CI Campaign Manager ???? Bethesda, MD ???? Full Time | On Site Join Synertex LLC and support a mission that directly impacts the U.S. Intelligence Community. We are seeking an CI Engagement Campaign Manager to lead strategic...SuggestedFull timeContract workWork at officeImmediate start
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$40k - $75k
...Full Time in Silver Springs, MD Are you a dynamic and results-oriented individual... ...will include Sales and Consultation Engaging with potential customers to assess... ...offer additional State Farm products and financial services that benefit our customers....Full timeFor contractorsWork at office$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 hours- ...Financial AdvisorWork Location: Silver Spring, Maryland, United States of AmericaHours: 40Pay Details: $61,880 - $108,160 USDTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining...Work at office
- ...Bank of America in Bethesda, MD seeks a Financial Solutions Advisor Stage I. You’ll work toward SIE, Series 7 and 66 exams, then deliver comprehensive client guidance across banking and investment solutions. You’ll build relationships, expand knowledge, and advance through...
$70k - $80k
...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... ...Hours Per Week Hours Per Week: 40 Pay Transparency details US - MD - Gaithersburg - 1048 Quince Orchard Rd - QUINCE ORCHARD (MD9953...Temporary workWork at officeShift workDay shift$70k - $80k
...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... ...of America) Hours Per Week: 40 Pay Transparency details US - MD - Gaithersburg - 1048 Quince Orchard Rd - QUINCE ORCHARD (MD9953...Temporary workWork at officeShift workDay shift$28.85 - $33.65 per hour
...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... ...) Hours Per Week 40 Pay Transparency details US - MD - Gaithersburg - 1048 Quince Orchard Rd - QUINCE ORCHARD (MD9953...Hourly payTemporary workWork at officeFlexible hoursShift workDay shift- Nesco Data Center is seeking a Senior Network Consultant to provide proactive technical consulting, network administration, and infrastructure optimization services in the Greater Bethesda, MD area. The role emphasizes maintaining secure, high-performing IT environments...Part time
$83.3k - $111.3k
...Associate Financial PlannerAt Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do...$24 - $26.27 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do... ...States of America)Hours Per Week: 40Pay Transparency details:US - MD - Bethesda - 10400 Old Georgetown Rd - Democracy Boulevard (MD9917), US...Hourly payWork at officeFlexible hoursWeekend workDay shift- Spatial Front, Inc. is seeking a junior Project Accountant/Analyst in Bethesda, MD. The role reports to the Sr. VP of Finance and focuses on monthly billing and project financial analysis in a hybrid on-site setting three days a week. The Project Accountant will forecast...3 days per week
- Citigroup Inc. in Bethesda, MD seeks a Senior Wealth Advisor to provide comprehensive financial and investment advice to Citigold and Citigold Private Client segments. You will collaborate with a Wealth team to meet the needs of affluent clients including planning, research...
$70k
...with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills Respond... ...Planning Services Time Type: Full time Primary Location: MD-BETHESDA ROW Primary Location Full Time Salary Range: $70,000.00 - $70,...Full timeWork at office$70k
...Wealth Advisor will offer comprehensive financial and investment advice to our Citigold®... ...Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. Citi has... ...Time Type: Full time Primary Location: MD-BETHESDA ROW Primary Location Full Time Salary...Full timeWork at office- Citi in Bethesda, MD is seeking a Wealth Relationship Advisor SAFE Act, a senior role responsible for building and deepening client relationships to grow bank and brokerage assets. You will apply financial planning skills and strong discovery to tailor recommendations....
- Job Description - Immediate: Temporary Part Time, School Financial Specialist, Bethesda-Chevy Chase HS (Full Time) (26006P0) Job Description Immediate: Temporary Part Time, School Financial Specialist, Bethesda-Chevy Chase HS (Full Time) Job Specific Information : Wage...Full timeTemporary workPart timeWork at officeImmediate start
- RLJ Lodging Trust invites recent graduates to join its Financial Analyst Program in Bethesda, MD. The three‑year program provides extensive training, mentorship, and hands‑on finance projects within a leading lodging REIT. The program offers competitive base pay, an annual...
- ...Global Advisers, LLC in Bethesda, MD seeks a Financial Advisor to advise individuals, families, executives, and business owners across investment management and financial planning while building durable client relationships. The role blends advice, relationship management...
$61k - $250k
...Northwestern Mutual is seeking financial advisors in Bethesda, Maryland. This role offers a unique opportunity to help clients achieve their financial goals through personalized planning and services. The position allows flexibility as you build your practice while...$103k - $180k
Senior Financial Consultant - AF Budget Execution Join to apply for the Senior Financial Consultant - AF Budget... ...ago Senior Financial Consultant (Wildwood/Bethesda) Senior Financial Analyst, Gene Therapy (Hybrid-Rockville, MD) Rockville, MD $90,000.00-$100,000.00 16 hours...16 hoursFull timeLocal areaFlexible hours- Global Advisers is seeking a Private Wealth Advisor in Bethesda, MD to lead relationships with high-net-worth and ultra-high-net-worth clients whose financial lives require coordinated investment, planning, liquidity, risk-management, and legacy strategies. The advisor...
- Global Advisers, LLC in Bethesda, MD is seeking a Private Wealth Advisor to lead relationships with high-net-worth and ultra-high-net-worth clients, coordinating investment, planning, liquidity, risk management, and legacy strategies. The advisor will develop comprehensive...
- Strategic Financial Associates, LLC in Bethesda, MD seeks an Associate Financial Advisor to support senior advisors in delivering holistic planning. You will gather client data, prepare plans, and help with insurance, investments, retirement, and estate planning considerations...
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