Investment Consultant - Falls Church, United States - Fidelity TalentSource LLC

Fidelity TalentSource LLC Falls Church, United States

3 weeks ago

Description

Job Description:
Investment Consultant

You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients.

Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact.

We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.

The Purpose of Your Role

Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity\u2018s planning tools.

Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most:
providing investment solutions and growing relationships with a dedicated local advisor.

The Expertise We re Looking For

Effectively utilizing Fidelity s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs

Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client s time, as well as plan for post-appointment follow-up

Growing relationships through proactive outreach, you seek to understand clients goals and objectives and refer them to a wealth management partner based on needs and financial complexity

Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire

Degree and/or other professional certifications such as a CFP are helpful; if you don t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

The Skills You Bring

You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each

Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations

You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment

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\u202Fbenefit programs\u202Fare designed to help you and your family strike the right balance.\u00A0 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

In this role you will work directly with clients to help them make investment decisions that are in their best interest.\u00A0 By effectively navigating Fidelity s planning and guidance tools, presenting and implementing solutions that best meet the client s needs, you will have a lasting impact on the client s financial future.

Please note this role requires in-person attendance in the assigned Branch location.

Certifications:
Series 0- FINRA, Series 6- FINRA, Series 6- FINRA

Company Overview
Fidelity Investments is a privately held company with a mission

to strengthen the financial well-being of our clients.

We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.
Join Us
At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours.

You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.

Honored with a

Glassdoor Employees Choice Award

, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.
Fidelity's working model

blends the best of working offsite with maximizing time together in person to meet associate and business needs.

Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry .

Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

detailed in this document

, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to

Find Your Fidelity

at

.
Fidelity Investments is an equal opportunity employer.

We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to

, or by calling

, prompt 2, option 3.

#J-18808-Ljbffr

Senior Health Facility Operations Project Manager

2 weeks ago

Cherokee Nation Businesses Falls Church, United States

Job Description · Health Facility Operations Project Manager · Please Note: This position is pending a contract award. If you are interested in a future with Cherokee Federal, APPLY TODAY Although this is not an approved position, we are accepting applications for this future a ...
Investment Officer

6 days ago

Fairfax County Public Schools Falls Church, United States

22475BR · Investment Officer · Fairview Park · Description · Assists the executive director with the investment portfolio of the Educational Employees' Retirement System of Fairfax County (ERFC); analyzes, designs, and recommends strategic investment initiatives supported by ...
Director of Implementation and Policy

3 weeks ago

Optum Falls Church, United States

For those who want to invent the future of health care, here's your opportunity. We're going beyond basic care to health programs integrated across the entire continuum of care. Join us to start Caring. Connecting. Growing together. · Optum Serve Consulting/The Lewin Group (OSC/ ...
Planning Consultant

3 weeks ago

Fidelity TalentSource LLC Falls Church, United States

Job Description: · Through your integrity and adherence to Fidelity s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity. · As a Planning Consultant, you will provide a world-class planning exper ...
Investment Advisor

3 weeks ago

Navy Federal Credit Union Fairfax, United States

Overview · To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and services. Recommend appropriate mixture( ...
Solutions Architect

3 weeks ago

General Dynamics Information Technology Falls Church, United States

Solutions Architect · Deliver simple solutions to complex problems as a Solutions Architect at GDIT. Here, you'll tailor cutting-edge solutions to the unique requirements of our clients. With a career in application development, you'll make the end user's experience your priority ...
Senior Consultant, Forensics and Valuation

3 weeks ago

FORVIS Falls Church, United States

& Requirements · FORVIS LLP is seeking a Senior Consultant, Forensics and Valuationat its Tysons, VA office. · Job Description : Perform the valuations of private and public companies, intangible assets, loan and debt obligations, and complex securities in the context of merger ...
Vice President Strategic Initiatives

2 weeks ago

General Dynamics Information Technology Falls Church, United States

GDIT has a Vice President, Strategic Initiatives opportunity available for a growth-minded, high-impact strategist. You will report directly to our Chief Growth Officer where you will support the strategic initiatives and priorities of the CGO, CTO and President. In addition, thi ...
Senior Health Facility Operations Project Manager

3 weeks ago

Cherokee Nation Businesses Falls Church, United States

Job DescriptionHealth Facility Operations Project ManagerPlease Note: This position is pending a contract award. If you are interested in a future with Cherokee Federal, APPLY TODAY Although this is not an approved position, we are accepting applications for this future and antic ...
Building Performance Analyst

1 week ago

IMEG Corp Falls Church, United States

Building Performance Analyst page is loaded · Building Performance Analyst · Apply · locations · Falls Church · time type · Full time · posted on · Posted 30+ Days Ago · job requisition id · R-12544 · Are you Ready to Engineer Your Career? · At · IMEG Corp. , one of ...
Sales Consultant

1 week ago

Uniglobal Pension Planning, Inc. Fairfax, United States

Uniglobal is a Third-Party Administration firm (TPA) providing retirement plan administration, compliance, and consulting for employer-sponsored retirement plans. With over 30 years in the industry, Uniglobal continues to provide excellent customer service by crafting goal-specif ...
Tax Manager

4 days ago

Baker Tilly Virchow Krause Falls Church, United States

Overview Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and Chi ...
ServiceNow Business Process Consultant

2 days ago

Cognosante Falls Church, United States

Security Clearance required: · Secret · Do you want to make a difference? · Cognosante employees are passionate about improving people's lives. With an innovative mindset and an unwavering commitment to those we serve, we partner with healthcare, civilian and defense agencies ...
IT Service Desk Specialist with Security Clearance

3 days ago

NetImpact Strategies Falls Church, United States

Job Description NetImpact has an immediate opportunity for a Help Desk Technician to join our talented team in support of a federal client. Responsibilities include supporting a geo-graphically dispersed, multi-disciplined technical team providing end user help desk support servi ...
Staff Accountant

3 weeks ago

Cision Falls Church, United States

Cision employs the brightest, most passionate people in the tech industry. We'd love for you to join our growing team We invest in our people through training and professional development while supporting you along the way-all so you can meet your career goals. To us, the most im ...
IT Service Desk Specialist

5 days ago

NetImpact Strategies Falls Church, United States

Job Description: · NetImpact has an immediate opportunity for a Help Desk Technician to join our talented team in support of a federal client. · Responsibilities include supporting a geo-graphically dispersed, multi-disciplined technical team providing end user help desk support ...
Sales Trainee

2 weeks ago

Aerotek Fairfax, United States

**Overview:****Actalent** connects passion with purpose and our vision is to impact millions of lives through engineering and sciences efforts.We're looking for a highly motivated **Entry-Level Career Consultant/Recruiter** to join our team and help us advance the careers of STEM ...
Sr. Management Consultant

6 days ago

Graham Tech Falls Church, United States

Graham Technologies (GTECH) is actively seeking a senior Management Consultant. This pivotal role will serve as the primary point of contact for Network interactions with the office and will support and manage the needs of the Military Treatment Facility Directorate (MTFD). This ...
IT Help Desk Tier II Analyst with Security Clearance

1 week ago

NetImpact Strategies Falls Church, United States

Job Description We have an opportunity for a full-time IT Helpdesk Tier I/II Analyst to join our talented Operations team. The successful candidate will be highly motivated and provide support to our IT department. Responsibilities Setup and configure new laptops Setup Office 365 ...
Director of Implementation and Policy

2 weeks ago

Optum Falls Church, United States

For those who want to invent the future of health care, heres your opportunity. Were going beyond basic care to health programs integrated across the entire continuum of care. Join us to start Caring. Connecting. Growing together. · Optum Serve Consulting/The Lewin Group (OSC/L ...