Financial Consultant - Palisades - Fidelity Investments

    Fidelity Investments
    Fidelity Investments Palisades

    1 week ago

    Full time
    Description

    Job Description:

    With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies

    The Expertise We're Looking For

    • FINRA Series 7 & 63 required prior to hire

    • Series 65 and/or 66 and state registrations required within 3 months of hire

    • Experience with High Net Worth clients

    • A CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it

    The Purpose of Your Role

    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. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.

    The Skills You Bring

    • You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele

    • Remarkable knowledge of investment products

    • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions

    • Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needs

    The Value You Deliver

    • No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning

    • Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals

    • Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments

    Our Investments in You

    We believe it is important to approach life holistically. Fidelity's greatest advantage is our people so our benefit programs(opens in a new tab) are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:

    • We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements

    • Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments(opens in a new tab)

    • Click here for a story about how we are helping our employee's payback their student loan debt(opens in a new tab)

    How Your Work Impacts the Organization

    Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity's open architecture, you're able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career

    Certifications:

    Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA

    Category:

    Sales

    Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

    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.

  • Work in company

    Financial Consultant

    Fidelity Investments

    We are looking for a Financial Consultant to join our team. You will build long-term relationships with clients by guiding them through wealth management and retirement planning strategies. · FINRA Series 7 & 63 required prior to hire · Series 65 and/or 66 and state registrations ...

    Bronx Full time

    3 days ago

  • Work in company

    Financial Consultant

    Fidelity Investments

    We are seeking a Financial Consultant to join our team. You will build long-term relationships with clients by guiding them through wealth management and retirement planning strategies. · ...

    White Plains Full time

    1 week ago

  • Work in company

    Financial Consultant

    Mariner Finance

    The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. · ...

    Ridgewood

    1 week ago

  • Work in company

    Financial Consultant

    Fidelity Investments

    We are seeking a Financial Consultant to join our team. With your expertise and integrity, you will build long-term relationships with clients by providing wealth management and retirement planning strategies. · You will engage face-to-face with customers, offering mentorship and ...

    Spring Valley Full time

    3 days ago

  • Work in company

    Financial Services Consultant

    Only for registered members

    At TransUnion, we strive to build an environment where our associates are in the driver's seat of their professional development, while having access to help along the way. · Supports creating a project scope and analytic approach in response to requests from stakeholders ...

    White Plains $72,300 - $105,000 (USD) Full time

    1 month ago

  • Work in company

    Financial Consultant

    Fidelity Investments

    We know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. · ...

    Ossining Full time

    3 days ago

  • Work in company

    Financial Consultant

    Only for registered members

    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 Flagstar customers in optimizing their financial position by creati ...

    New York $35,568 - $97,500 (USD)

    2 weeks ago

  • Work in company

    Financial Consultant

    Only for registered members

    We are seeking a Financial Consultant to join our team at Equitable Advisors. In this role you will build and nurture client relationships through networking events and portfolio management. · Client Engagement: · Nurture client relationships · ...

    New York

    1 week ago

  • Work in company

    Financial Consultant

    Only for registered members

    We are always seeking to attract top talent and expand our community of Financial Professionals. · This position is part of our ongoing recruitment efforts,This is an entry-level sales role where you will work as a financial professional. · Bachelor's degree or equivalent skills ...

    New York

    1 week ago

  • Work in company

    Financial Services Consultant

    Only for registered members

    We strive to build an environment where our associates are in the driver's seat of their professional development while having access to help along the way. We encourage everyone to pursue passions and take ownership of their careers. With the support of colleagues and mentors ou ...

    White Plains, NY

    1 month ago

  • Work in company

    Financial Consultant

    Fidelity Investments

    Job Description: · We seek an extraordinary Financial Consultant to join our team who will build long-term relationships with clients and guide them through wealth management strategies. · ...

    Greenwich

    3 days ago

  • Work in company

    Financial Consultant

    Only for registered members

    We're hiring a client-facing team member to support day-to-day operations, data tracking, and client communication. · Speak with clients regularly to answer questions and provide guidance · Track activity, performance, and outcomes using Excel and internal tools · Keep accurate n ...

    Monsey, NY

    1 month ago

  • Work in company

    Financial Consultant

    Only for registered members

    We are looking for highly motivated individuals who are tired of demanding corporate schedules and ready to transition their expertise into a truly Autonomous Role professional practice.This position is a Performance Based Role and is ideal for those actively seeking a new direct ...

    New York

    2 weeks ago

  • Work in company

    Financial Consultant

    Only for registered members

    Job summary · The Financial Consultant provides financial planning advice to clients via in person phone and video chat to help them accomplish their immediate and long-term financial goals. · ResponsibilitiesCounsels participants on their pension plans tax deferred annuities and ...

    New York $75,400 - $100,000 (USD) Full time

    1 week ago

  • Work in company

    Financial Consultant

    Mariner Finance

    The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. · The successful senior wealth advisor will be an experienced plann ...

    Brooklyn

    1 week ago

  • Work in company

    Financial Consultant

    Only for registered members

    We're seeking experienced finance professionals to help shape how AI understands financial principles and decision-making. This role is designed for those who want to contribute part-time or full-time alongside a current position or pursue it as a flexible professional opportunit ...

    New York

    1 month ago

  • Work in company

    Financial Consultant

    Only for registered members

    This role offers complete flexibility—part-time hours that you control, from wherever you are. · ...

    New York, New York, United States

    1 week ago

  • Work in company

    Financial Consultant

    Only for registered members

    The financial consultant has the primary responsibility of retaining and expanding company relationships and soliciting new retail Investment and Insurance business from prospective customers. · Build and maintain excellent relationships with the retail bank branches. · Conductin ...

    New York $35,568 - $97,500 (USD) Full time

    2 weeks ago

  • Work in company

    Financial Consultant

    Only for registered members

    The Financial Consultant provides in person and virtual counseling for all participants, · Counsels participants on their pension plans, · Educates, recommends and facilitates new product purchases, · Interacts with retirement plan participants to provide exceptional customer ser ...

    Melville $75,400 - $100,000 (USD)

    3 weeks ago

  • Work in company

    Financial Consultant

    Only for registered members

    This role is a temporary consultant position in the Finance department for ActiveHealth Management. · ...

    New York, NY

    1 week ago

Jobs
>
Financial consultant
>
Jobs for Financial consultant in Palisades