- Previous success in building relationships, uncovering needs and recommending solutions
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 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
- 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
- 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
-
· Achieve Balance and Impact with a Part-Time Financial Consulting Role · About Us: · We're a trusted financial services company dedicated to helping clients build and protect their wealth. With licenses across the U.S., Canada, Mexico, and beyond, we offer personalized financia ...
Miami, Florida, United States $70,000 - $140,000 (USD) per year1 week ago
-
· Overview · The Financial Consultant in Ocean Financial Services is responsible for building and maintaining long-term relationships with clients, understanding their financial goals, and delivering personalized financial planning and investment strategies. · Responsibilities · ...
Miami, Florida, United States $70,000 - $140,000 (USD) per year18 hours ago
-
Join Skyline as a Financial Consultant to work in a supportive fast-paced environment with significant professional growth and earning potential · ...
Miami $3,000 - $15,000 (USD)1 month ago
-
The Workday Integration/ Financials Consultant will develop integration solutions for Workday and maintain integrations once in production. · Designs, builds, tests, and deploys integration solutions for Workday- 50% · Generates and documents program code - 15% · ...
Miami1 month ago
-
We are seeking a Financial Crime Consulting Manager with deep fraud risk expertise to lead advisory engagements guide clients on regulatory expectations industry best practices deliver strategic fraud management solutions across banks FinTechs financial services organizationsLead ...
Miami $102,400 - $204,100 (USD) Full time1 month ago
-
+ Implementar Workday Financials módulos para clientes. · + Proveer ayuda con la conversión de datos desde sistemas legados a Workday. · + Guía a los clientes durante ciclos de pruebas protegidas. · Este rol requiere experiencia previa con Workday y conocimiento profundo sobre su ...
Miami $111,600 - $223,200 (USD)1 month ago
-
We champion your growth through meaningful work, continuous learning, · and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Schwab's branch team is at the heart of our firm's commitment to?helping clients own their financial futures. · ...
Coral Gables3 weeks ago
-
The position may require travel to Miami during key project milestones and test cycles. · ...
Miami1 month ago
-
+Job Summary · Crowe is seeking a Cybersecurity Senior Consultant to help organizations navigate an evolving threat landscape and complex regulatory environment by delivering high-value, practical cybersecurity and risk solutions. · + ...
Miami $84,700 - $168,900 (USD) Full time1 month ago
-
Your opportunity · n addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure. · ...
Coral Gables, FL1 month ago
-
Oracle Cloud Core Financials Functional Consultant · ...
Miami1 month ago
-
IMMEDIATE HIRING/INTERVIEW Role: Oracle Cloud Core Financials Functional Consultant Duration: 6 Months As for specific skills: experience with public sector Oracle Fusion Cloud implementations is essential Thanks & Regards. · P Mahaboob Basha |Sr. Recruiter Minisoft Technologies ...
Miami1 month ago
-
· 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 ...
Fort Lauderdale $70,000 - $140,000 (USD) per year Full time4 days ago
-
· 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 ...
Weston $70,000 - $140,000 (USD) per year Full time4 days ago
-
hackajob is collaborating with Archer to connect them with exceptional tech professionals for this role. · 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 c ...
Fort Lauderdale $70,000 - $140,000 (USD) per year1 week ago
-
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 our team that is a stable industry leader. · ...
Fort Lauderdale Full time1 month ago
-
hackajob* · is collaborating with · Archer · to connect them with exceptional tech professionals for this role.* · 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 an ...
Fort Lauderdale, FL $70,000 - $140,000 (USD) per year1 week ago
-
· 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 ...
Hollywood $70,000 - $140,000 (USD) per year Full time4 days ago
-
Job summary · Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. You will engage face-to-face with your customers, offering guidance and personalized planning. · The Expertise We're Looking ForP ...
Fort Lauderdale, FL1 month ago
-
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. · ...
Fort Lauderdale, FL1 month ago
Financial Consultant - Miami - Fidelity Investments
Description
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
The Skills You Bring
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
Certifications:
Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRACategory:
SalesMost 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.
-
Financial Consultant
Only for registered members Miami, Florida, United States
-
Financial Consultant
Only for registered members Miami, Florida, United States
-
Financial Sales Consultant
Only for registered members Miami
-
Workday Integration/ Financials Consultant
Only for registered members Miami
-
Financial Crime Consulting Manager
Full time Only for registered members Miami
-
Senior Workday Certified Financials Consultant
Only for registered members Miami
-
VP, Financial Consultant
Only for registered members Coral Gables
-
FIN - Core Financials Functional Consultant
Only for registered members Miami
-
Financial Services Cybersecurity Senior Consultant
Full time Only for registered members Miami
-
VP, Financial Consultant
Only for registered members Coral Gables, FL
-
Oracle Cloud Core Financials Functional Consultant
Only for registered members Miami
-
Oracle Cloud Core Financials Functional Consultant
Only for registered members Miami
-
Financial Consultant
Full time Fidelity Investments- Fort Lauderdale
-
Financial Consultant
Full time Fidelity Investments- Weston
-
Financial Consultant
Only for registered members Fort Lauderdale
-
Financial Consultant
Full time Only for registered members Fort Lauderdale
-
Financial Consultant
Only for registered members Fort Lauderdale, FL
-
Financial Consultant
Full time Fidelity Investments- Hollywood
-
Financial Consultant
Only for registered members Fort Lauderdale, FL
-
Financial Consultant
Only for registered members Fort Lauderdale, FL