Financial Consultant - Gaithersburg - Fidelity Investments

    Fidelity Investments
    Fidelity Investments Gaithersburg

    2 days ago

    Full time $70,000 - $140,000 (USD) per year *
    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

    • 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
    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. Note, the application window closes when the position is filled or unposted.

    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. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.

    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.

    Certifications:

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

    Category:

    Sales
    * This salary range is an estimation made by beBee
  • Work in company

    Financial Consultant

    Only for registered members

    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 Fidelity’s team which is a stable industry leader. Fidelity provides business models with existing client bases an ...

    Rockville, MD

    1 month ago

  • Work in company

    Financial Consultant

    Only for registered members

    We're seeking an interim financial consultant with 12+ years of experience in finance/FP&A to lead our company's financial planning cadence. · Own and direct the company's financial planning cadence. · Buid mentor and scale a high-performing global FP&A team. · ...

    Rockville

    1 month ago

  • Work in company

    Financial Consultant

    Only for registered members

    +Job summary · /p>Interim Financial Consultant · +ResponsibilitiesOwn and direct the company's financial planning cadence,Build, mentor, and scale a high-performing global FP&A team,Serve as a strategic advisor and financial thought partner to leaders across Sales, ...

    Rockville, MD

    1 month ago

  • Work in company

    Financial Consultant

    Only for registered members

    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 insti ...

    Rockville, MD

    1 month ago

  • Work in company

    Senior Financial Consultant

    Only for registered members

    This position is responsible for providing investment solutions to individuals and businesses, managing client goals and objectives and maintaining client relationships. · Counsel customers on investment related topics including retirement planning, tax planning, education planni ...

    Montgomery Village, MD

    1 month ago

  • Work in company

    Financial Consultant

    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 ...

    Clarksburg $70,000 - $140,000 (USD) per year Full time

    2 days ago

  • Work in company

    Workday Financials Consultant

    Only for registered members

    We are seeking an experienced Senior Workday Financials professional to support and enhance enterprise financial systems. · ...

    Rockville, MD

    1 month ago

  • Work in company

    Workday Financials Consultant

    Only for registered members

    We are seeking an experienced Senior Workday Financials professional to support and enhance enterprise financial systems. · ...

    Rockville

    1 month ago

  • Work in company

    Workday Financials Consultant

    Only for registered members

    + Workday Financials Configuration & Support Configure and maintain Workday Financials modules. Provide hands-on development of Workday reports. Manage and troubleshoot Workday security. · + Business Analysis & Delivery Lead all phases of the Workday lifecycle including requireme ...

    Rockville

    1 month ago

  • Work in company

    Senior Financial Consultant

    Only for registered members

    This position is responsible for providing investment solutions to individuals and businesses maintaining client relationships. · ...

    Olney, MD

    1 month ago

  • Work in company

    Financial Consultant

    Only for registered members

    hackajob is collaborating with Archer to connect them with exceptional 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 comple ...

    Bethesda $70,000 - $140,000 (USD) per year

    1 hour ago

  • Work in company

    Financial Consultant

    Only for registered members

    We strive to deliver personalized consultations and solutions best suited to the retirement planning needs of T. Rowe Price clients during all phases of life to make a difference in their financial futures. · Provide comprehensive consultations to participants over the phone as p ...

    Owings Mills $80,000 - $117,000 (USD)

    1 month ago

  • Work in company

    Financial Consultant

    Only for registered members

    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 join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institution ...

    Bethesda $60,000 - $75,000 (USD) Full time

    1 month ago

  • Work in company

    Financial Consultant

    Fidelity Investments

    Financial Consultant · About This Role: · We empower financial professionals to grow their careers and support our clients in achieving their goals. If you're looking for a stable industry leader with an existing client base and institutional feeders of business, we'd like to hea ...

    Alexandria $70,000 - $140,000 (USD) per year Full time

    4 days ago

  • Work in company Remote job

    Financial Consultant

    Only for registered members

    We are a growing consulting firm seeking a skilled Financial Consultant to join our dynamic team. The ideal candidate will have strong analytical skills, attention to detail, and a passion for helping businesses achieve financial success. · Key Responsibilities: · Analyze financi ...

    Washington, DC $70,000 - $140,000 (USD) per year

    1 week ago

  • Work in company

    Financial Consultant

    Only for registered members

    · Requisition Number: · Position Title: · External Description: · Role Summary · At T. Rowe Price, providing world-class service to our clients is our primary goal. Grow your career with a top global financial firm with 80+ years of success in the industry. Here, every associate ...

    Location: Maryland, US $100,000 - $120,000 (USD) per year

    1 week ago

  • Work in company

    Financial Consultant

    Only for registered members

    At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and m ...

    Owings Mills $80,000 - $117,000 (USD)

    1 week ago

  • Work in company

    Financial Consultant

    Only for registered members

    We are seeking an ambitious and self-motivated Financial Consultant professionals who we can train from the ground up to join our team and implement our systems for success. · We empower families, business owners and community organizations through financial literacy with a focus ...

    Beltsville, MD

    3 weeks ago

  • Work in company Remote job

    Financial Consultant

    Only for registered members

    We are a growing consulting firm seeking a skilled Financial Consultant to join our dynamic team. The ideal candidate will have strong analytical skills, attention to detail, and a passion for helping businesses achieve financial success. · Key Responsibilities: · Analyze financi ...

    Washington, DC $70,000 - $140,000 (USD) per year

    1 day ago

  • Work in company

    Financial Consultant

    Fidelity Investments

    Financial Consultant Role · If you prefer to focus on deepening relationships and creating complex financial plans, join a stable industry leader with an established client base. Fidelity offers flexibility, support, and empowerment for long-term success. · The Purpose of Your Ro ...

    Bethesda $70,000 - $140,000 (USD) per year Full time

    2 days ago

Jobs
>
Financial consultant
>
Jobs for Financial consultant in Gaithersburg