Jobs
>
Bethesda

    Investment Consultant - Bethesda, United States - Soteriare

    Soteriare
    Soteriare Bethesda, United States

    1 week ago

    Default job background
    Description
    Investment Consultant - Bethesda, MD page is loaded

    Investment Consultant - Bethesda, MD

    Apply

    locations

    Bethesda, MD

    time type

    Full time

    posted on

    Posted 2 Days Ago

    job requisition id


    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's 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 ourbenefit programsare 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


    In this role you will work directly with clients to help them make investment decisions that are in their best interest.

    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:
    Certified Financial Planner

    / CFP- - Issuing Authority, Series 0- FINRA, Series 6- FINRA, Series 6- FINRA, Series 6- FINRA Category: Sales
    About Us


    At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates.

    We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.

    For information about working at Fidelity, visit
    Fidelity Investments is an equal opportunity employer.
    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 please contact the following:

    For roles based in the US: Contact the HR Leave of

    Absence/Accommodation

    Team by sending an email to

    ,

    or by calling , prompt 2, option 2

    For roles based in Ireland:
    Contact

    For roles based in Germany:
    Contact A

    #J-18808-Ljbffr
  • Fidelity Investments

    Investment Consultant

    1 week ago

    Fidelity Investments Arlington, United States

    **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 communicat ...

  • Fidelity Investments

    Investment Consultant

    1 day ago

    Fidelity Investments Bethesda, United States

    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 o ...

  • Fidelity TalentSource LLC

    Investment Consultant

    1 week ago

    Fidelity TalentSource LLC Bethesda, United States

    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 importan ...

  • Fidelity TalentSource LLC

    Investment Consultant

    1 week ago

    Fidelity TalentSource LLC Bethesda, United States

    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 importan ...

  • Fidelity Investments

    Investment Consultant

    1 week ago

    Fidelity Investments Bethesda, United States

    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 ...

  • Fidelity TalentSource LLC

    Investment Consultant

    1 week ago

    Fidelity TalentSource LLC Bethesda, United States

    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 importan ...

  • Fidelity Investments

    Investment Consultant

    2 days ago

    Fidelity Investments Bethesda, United States

    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 ...

  • Fidelity TalentSource LLC

    Investment Consultant

    1 week ago

    Fidelity TalentSource LLC Arlington, United States

    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 importan ...

  • Fidelity Talentsource Llc

    Investment Consultant

    4 days ago

    Fidelity Talentsource Llc Arlington, United States

    Job Description:Investment ConsultantYou 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 co ...

  • Fidelity TalentSource LLC

    Investment Consultant

    1 week ago

    Fidelity TalentSource LLC Vienna, United States

    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 importanc ...

  • Fidelity TalentSource LLC

    Investment Consultant

    6 days ago

    Fidelity TalentSource LLC Vienna, United States

    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 importanc ...

  • Soteriare

    Investment Consultant

    1 week ago

    Soteriare Alexandria, United States

    Investment Consultant - Alexandria, VA page is loaded · Investment Consultant - Alexandria, VA · Apply · locations · Alexandria, VA · time type · Full time · posted on · Posted 2 Days Ago · job requisition id · Job Description: · Investment Consultant · You joined the ...

  • Fidelity TalentSource LLC

    Investment Consultant

    1 week ago

    Fidelity TalentSource LLC Ashburn, United States

    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 importan ...

  • 5 Legal

    Associate Investment Consultant

    2 weeks ago

    5 Legal Washington DC, United States

    Job Description Top Am Law 100 Law firm that represents the majority of the Fortune 100 and more than half of the Fortune 500 companies is is seeking an associate to join their Investment Funds Practice group. · Qualified applicants will have private investment fund formation ex ...

  • Soteriare

    Investment Consultant

    1 week ago

    Soteriare Ashburn, United States

    Investment Consultant - Ashburn, VA page is loaded · Investment Consultant - Ashburn, VA · Apply · locations · 20465 Exchange Street, Ashburn VA · time type · Full time · posted on · Posted 2 Days Ago · job requisition id · Job Description: · Investment Consultant · Y ...

  • Fidelity Investments

    Investment Consultant

    1 week ago

    Fidelity Investments Ashburn, United States

    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 importanc ...

  • Fidelity Investments

    Investments Operations Consultant

    1 week ago

    Fidelity Investments Ashburn, VA, United States

    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 ...

  • US Office of the Director of National Intelligence

    Science & Technology Officer

    1 week ago

    US Office of the Director of National Intelligence Bethesda, United States

    **Duties**: · Led by the Assistant Director of National Intelligence (ADNI) for Science & Technology (S&T), ODNI's Science & Technology Office works closely with IC partners, the White House, and Congress to advance the IC's science and technology capabilities by coordinating Com ...

  • TRANSWESTERN COMMERCIAL SERVICES, L.L.C.

    Office Coordinator

    7 hours ago

    TRANSWESTERN COMMERCIAL SERVICES, L.L.C. Bethesda, United States

    Transwestern Real Estate Services adds value for investors, owners and occupiers of all commercial property types through comprehensive solutions grounded in sound market intelligence. Part of the Transwestern companies, the firm applies a consultative approach to Agency Leasing, ...

  • The American Occupational Therapy Association, Inc

    Vice President, Strategic Communications

    5 days ago

    The American Occupational Therapy Association, Inc North Bethesda, United States

    AOTA Culture Values: · At AOTA, we believe excellence occurs when: · - Trust and respect are incorporated into decisions at all levels; · - AOTA invests in its employees; and · - Responsibility and accountability for work are fairly assigned. · We believe that: · - Autonomy and e ...