Financial Consultant - West Hartford, CT (W Hartford)
Fidelity Investments
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 solutions Note: 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 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:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory: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: West Hartford, CTType: Full time
- ...Description:Investment ConsultantYou joined the financial services industry to make a difference... ...are your go to attributesOutstanding consultative selling and organizational skillsIn a... ...with certain Criminal Histories.SummaryLocation: West Hartford, CTType: Full time...SuggestedFull timePart timeWork at office
$135.6k - $300k
...guided by a common purpose to help make financial lives better through the power of... ...investment decision making and financial consulting experience working with high-net-worth... ...Week: 40Pay Transparency detailsUS - CT - West Hartford - 29 S MAIN ST (CT2110)Pay and benefits...SuggestedFull timePart timeWork at officeFlexible hoursDay shift$1,000 per month
...COLLEGE FINANCIAL REPRESENTATIVE FALL INTERNSHIP 2026 This ad is for Springfield, MA and Hartford, CT offices only. About the Company For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine...SuggestedFull timeFor contractorsInternshipLocal area- Position: Teller Department: Retail Banking Job Status: Full-Time FLSA Status: Non-Exempt Grade: 5 Reports to: Branch Manager Amount of Travel Required: Some Travel Positions Supervised: N/A POSITION SUMMARY ...SuggestedFull time
- ...provides oversight of enterprise, fiduciary investment, operational, financial, regulatory, and emerging risks, ensuring alignment with... ...in each role and comply with all applicable rules, regulations, and legal requirements.SummaryLocation: Hartford, CTType: Full time...SuggestedFull timePart timeLocal area
- ...this area and supports you while you market and promote the financial products offered by Chase. You will have an opportunity to grow... ...and maintain strong relationships with customers. Exhibit consultative skills to provide recommendations based on financial analysis...Work experience placementLocal areaRelocation
- ...all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity... ...and maintains good relationships with customers. Exhibits consultative skills to provide recommendations based on financial analysis...Work experience placementLocal areaImmediate startRelocation
- ...insurance Our office is located at: 29 S Main St. Ste 201 West Hartford, CT 06107 About the Role As a Financial Planner at Northwestern Mutual, you will be part... ...financial solutions. Key Responsibilities Client Consultation: Engage with clients to understand their financial...Work at officeWork from homeVisa sponsorshipFlexible hours
$65k - $80k
...solutions to clients to help them achieve their financial goals. Responsibilities include triaging... ...and communities served. Locations: US - CT - Avon, US - CT - Branford, US - CT -... ...- Guilford, US - CT - Simsbury, US - CT - Vernon, US - CT - West Hartford. #J-18808-Ljbffr...Temporary workMonday to FridayShift workDay shift$65k - $80k
...clients to help them achieve their financial goals. Key responsibilities... ...and Benefits Information US - CT - Avon - 240 W Main St (CT2113), US - CT - Branford... ...2151), US - CT - Vernon - 243 Hartford Tpke - Vernon Circle (CT2150), US - CT - West Hartford - 4 N Main St (CT2108)...Temporary workMonday to FridayShift workDay shift$65k - $80k
...a common purpose to help make financial lives better through the power... ...Pay Transparency details US - CT - Avon - 240 W Main St (CT2113), US - CT - Branford... ...2118), US - CT - Vernon - 243 Hartford Tpke - Vernon Circle (CT2150), US - CT - West Hartford - 4 N Main St (CT2108)...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift- ...all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity... ...and maintains good relationships with customers. Exhibits consultative skills to provide recommendations based on financial analysis...Work experience placementLocal areaImmediate startRelocation
- ...more meaningful? At Greater Hartford Wealth Management of... ...confidently transition into financial services. You’ll be surrounded... ...at: 29 S Main St. Ste 201 West Hartford, CT 06107 Follow this link to... ...Responsibilities: Client Consultation: Engage with clients to...Full timeSummer workInternshipWork at officeWork from homeVisa sponsorshipFlexible hours
- ...Description: D365 Finance Operations FO Project Management Accounting Costing PMA Functional Consultant Experience of minimum 23 full lifecycle implementations using MS Dynamics D365 FO Project Management Accounting Solution Gathering understanding analyzing...Contract work
$60k
...lives, personally, professionally, and financially. WE ARE NORTHWESTERN MUTUAL ~ Fortune... ...financial support for all licenses (CT Life/Health, SIE/FINRA), certifications,... ...Education: Bachelor's (Required) Location: West Hartford, CT (Required) *This position is hybrid...Full timeWork at officeRemote work- ...Northwestern Mutual is seeking College Financial Representatives for their internship program in West Hartford, CT. This role prepares candidates for a career in financial planning, providing guidance to develop business strategies and build client relationships. Interns...Internship
- ...team members to analyze industry trends (financial, economic, societal, technological) and... ...also support other team projects including consulting. ResponsibilitiesResearch to help drive... ...rules, regulations, and legal requirements.SummaryLocation: Hartford, CTType: Full time...Full timePart timeLocal area
- ...wealth advisory firm (RIA) headquartered in West Hartford, CT with offices across the nation serving... ...and us. At Apella, we do meaningful financial planning with people we genuinely enjoy... ...Flexible Spending Account (FSA) options w/company contribution 401(k) retirement plan...Temporary workWork at officeRemote workFlexible hours
- ...-led fee-based RIA is hiring a Financial Advisor for its Connecticut offices... ...on long-term client outcomes W-2 position Competitive base... ...therefore we are not considering West Coast-based candidates at this... ...Ideal candidates are located in CT or within commutable distance #J...Work at officeLocal area
- ...Transition Your Teaching and Coaching Skills into Financial Services with Greater Hartford Wealth Management of Northwestern Mutual! Do Work... ...growing office is located at: 29 S Main St. Ste 201 West Hartford, CT 06107 Follow this link to hear more about Gina Cimineri...Full timeSummer workInternshipWork at officeLocal areaWork from homeFlexible hours
- ...Financial Solutions Advisor - Pioneer Valley Market West Hartford, Connecticut;Branford, Connecticut; Avon, Connecticut; Vernon, Connecticut; Newington, Connecticut To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ..., arbor, and waste industries. Based in Hartford, CT, the management team has more than 100 years... ...finance has produced excellent financial performance through all cycles since our... ...manufacturers. Keystone is headquartered in West Hartford, CT. Keystone’s success is built...Work at officeImmediate start
$15 per hour
...job poster from Prudential Financial Business Development Manager... ...Advisor jobs in Glastonbury, CT . Hartford County, CT $115,000.00-$135,... ...months ago Financial Analysis Consultant - Global Specialty Sr.... ...Representative, Internship Program West Hartford, CT $500.00-$1,000....Minimum wageFull timeContract workPart timeInternshipImmediate start$85.47k
...CSCU System Office 61 Woodland Street Hartford, CT 06105 This position is not remote For more... ...for complex accounting functions and financial reporting for the CSCU System. Provide... ...correct practices are being followed, consult with and advise CSCU institutions regarding...Full timeSummer workLive inWork at officeImmediate start$80k - $90k
...advice and guidance. Merrill’s Financial Advisors and Wealth... ...knowledge by using a defined consultative approach to systematically identify... ...Pay Transparency details US - CT - Fairfield - 1499 POST RD (CT... ...Melrose Dr (CT9009), US - CT - Hartford - 185 Asylum St - Hartford -...Interim roleWork at officeLocal areaImmediate startShift workDay shift- ...equipment vendors and manufacturers. Keystone is headquartered in West Hartford, CT. Keystone’s success is built on relationships, equipment... ...unique brand of equipment finance has produced excellent financial performance through all cycles since our founding. KEF...Work at officeImmediate start
$75k - $95k
...West Hartford, CT | $75,000–$95,000 Base | Monday–Friday | Onsite We’re partnered with a growing, well-established wealth management firm... ...worth clients. As their client base expands, they’re adding a Financial Planning Specialist to support their Senior Financial...Local areaMonday to Friday$155.6k - $306.8k
...business functions and client prioritiesConducting market, customer, financial, and operational analyses to inform recommendations and... ...Required Qualifications Bachelors degree8+ years relevant consulting and/or investment management experience8+ years of experience...Part timeLocal areaVisa sponsorship- ...Description Job Description Bergenn Financial Group is an independent financial planning & investment management firm in West Hartford, CT. We have a customer-centric, modern,... ...case design, and financial planning Consult with clients on investment strategies based...
$135k - $150k
...Lead Financial Planner / Lead Advisor Private Wealth / RIA Environment Salary: $135,000-$150,000 base + incentive compensation Schedule: 100% Onsite Location: West Hartford, CT CFP preferred About the Opportunity We’re partnering with a fast-growing...Full timeLocal area
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