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

Financial Consultant - Bethesda, MD

$60k - $75k

Fidelity 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

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant - Bethesda, MD in Chevy Chase, MD vacancy
  •  ...Financial Advisor TraineeFulfills 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... 
    Suggested
    Apprenticeship
    Traineeship
    Work experience placement

    Raymond James Financial Services

    Bethesda, MD
    3 days ago
  •  ...Senior Financial Consultant (Wildwood/Bethesda)This position is responsible for providing investment solutions to individuals and businesses, managing client goals and objectives and maintaining client relationships. The Senior Financial Consultant position actively partners... 
    Suggested
    Bank staff
    Work at office
    Local area

    Atlantic Union Bank

    Bethesda, MD
    17 hours ago
  •  ...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... 
    Suggested
    Full time
    Work at office

    Strategic Financial Associates LLC

    Bethesda, MD
    17 hours ago
  • 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... 
    Suggested
    Apprenticeship
    Traineeship

    Raymond James & Associates

    Bethesda, MD
    1 day ago
  •  ...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... 
    Suggested
    Full time
    Contract work
    Work at office
    Immediate start

    Synertex LLC

    Bethesda, MD
    2 days ago
  •  ...Strategic Financial Associates, LLC Position Title: Financial Planner   About the Position:   As a member of our Financial Planning...  ..., (SFA) is an established wealth management firm located in Bethesda, Maryland. We work with individuals, business owners, and... 
    Immediate start

    Strategic Financial Associates LLC

    Bethesda, MD
    17 hours ago
  •  ...Job Description Job Description AI Technical Advisor ???? Bethesda, MD ???? Full Time | On Site Join Synertex LLC and bring your expertise to a mission that matters. We're seeking an Artificial Intelligence Technical Advisor to support a fast-paced, dynamic,... 
    Full time
    Shift work

    Synertex LLC

    Bethesda, MD
    1 day ago
  • $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 time
    For contractors
    Work at office

    Chris Aguirre - State Farm Insurance Agent

    Silver Spring, MD
    2 days 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

    Bethesda, MD
    3 days ago
  •  ...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

    Td Waterhouse

    Silver Spring, MD
    2 days ago
  •  ...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... 

    Bank of America

    Bethesda, MD
    3 days ago
  • $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 work
    Work at office
    Shift work
    Day shift

    Bank of America

    Potomac, MD
    2 days ago
  • $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 work
    Work at office
    Shift work
    Day shift

    Bank of America

    Gaithersburg, MD
    4 days ago
  • $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 pay
    Temporary work
    Work at office
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Gaithersburg, MD
    2 days ago
  • 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

    Nesco Resource, LLC

    Bethesda, MD
    2 days ago
  • $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... 

    Edelman Financial Engines

    Silver Spring, MD
    2 days ago
  • $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 pay
    Work at office
    Flexible hours
    Weekend work
    Day shift

    Bank of America

    Silver Spring, MD
    4 days ago
  • 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

    Spatial Front, Inc.

    Bethesda, MD
    3 days ago
  • 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... 

    Citigroup Inc.

    Bethesda, MD
    1 day ago
  • $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 time
    Work at office

    Citi

    Bethesda, MD
    3 days ago
  • $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 time
    Work at office

    Citigroup Inc.

    Bethesda, MD
    2 days ago
  • 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.... 

    Citi

    Bethesda, MD
    3 days ago
  • 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 time
    Temporary work
    Part time
    Work at office
    Immediate start

    Montgomery County Public Schools

    Bethesda, MD
    2 days ago
  • 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... 

    RLJ Lodging Trust

    Bethesda, MD
    4 days ago
  •  ...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... 

    Global Advisers

    Bethesda, MD
    2 days ago
  • $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... 

    Unavailable

    Bethesda, MD
    1 day ago
  • $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 hours
    Full time
    Local area
    Flexible hours

    Kearney & Company

    Arlington, VA
    3 days ago
  • 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

    Bethesda, MD
    4 days ago
  • 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... 

    Global Advisers

    Bethesda, MD
    4 days ago
  • 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... 

    Strategic Financial Associates, LLC

    Bethesda, MD
    17 hours ago

Do you want to receive more vacancies?

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