Financial Consultant - New Haven - Fidelity Investments

    Fidelity Investments
    Fidelity Investments New Haven

    4 days ago

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

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

    Financial Consultant

    Fidelity Investments

    · 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 w ...

    West Haven $70,000 - $140,000 (USD) per year

    4 days ago

  • Work in company

    Financial Consultant

    Only for registered members

    · The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to regiona ...

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

    2 weeks ago

  • Work in company

    Financial Consultant

    Only for registered members

    Job summary · The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects,beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. · ...

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

    3 weeks ago

  • Work in company

    Financial Consultant

    Only for registered members

    · The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to regiona ...

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

    14 hours ago

  • Work in company

    Financial Consultant

    Only for registered members

    The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to regional s ...

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

    1 week ago

  • Work in company

    Financial Consultant

    Only for registered members

    The Financial Consultant provides in person and virtual counseling for all participants on the complete spectrum of TIAA products and services to help clients accomplish their immediate and long-term financial goals. · ...

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

    3 weeks ago

  • Work in company

    Financial Consultant

    Fidelity Investments

    · 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 w ...

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

    4 days ago

  • Work in company

    Financial Consultant

    Only for registered members

    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 ...

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

    4 days ago

  • Work in company

    Financial Consultant

    Only for registered members

    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 ...

    Fairfield, CT $70,000 - $140,000 (USD) per year

    3 days ago

  • Work in company

    Financial Consultant

    Fidelity Investments

    · 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 w ...

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

    1 day ago

  • Work in company

    Financial Consultant

    Fidelity Investments

    · 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 w ...

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

    4 days ago

  • Work in company

    Financial Consultant

    Only for registered members

    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 ...

    Fairfield, CT $70,000 - $140,000 (USD) per year

    4 days ago

  • Work in company

    Financial Consultant

    Fidelity Investments

    · 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 w ...

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

    4 days ago

  • Work in company

    Financial Consultant

    Only for registered members

    · 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 w ...

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

    5 days ago

  • Work in company

    Financial Consultant

    Fidelity Investments

    · 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 w ...

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

    4 days ago

  • Work in company

    Financial Consultant

    Only for registered members

    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. · You demonstrate a deep understanding of financial markets, and can effectively simplify compl ...

    Fairfield Full time

    1 month ago

  • Work in company

    Financial Sales Consultant

    Northwestern Mutual

    Unlock your potential as a Financial Sales Consultant with Northwestern Mutual. · You bring: · Talent · Hard work experience · ...

    Westport Part time

    5 days ago

  • Work in company

    Financial Sales Consultant

    Only for registered members

    We help clients reach their individual goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. · ...

    Westport, CT

    3 weeks ago

  • Work in company

    Lead Workday Financials Consultant

    Only for registered members

    This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Workday Financials Consultant - REMOTE. · In this pivotal role, you will act as the crucial link between technical and business teams by addressing complex integration chall ...

    Connecticut

    3 weeks ago

  • Work in company

    Financial Consultant with Military Background

    Only for registered members

    We are seeking to onboard a new Financial Consultant to our team. We are a united group of determined, ambitious professionals, eager to make a difference in people's lives as we accelerate the growth of our district office. · Individuals who value taking ownership and responsibi ...

    Danbury, CT

    2 weeks ago

Jobs
>
Financial consultant
>
Jobs for Financial consultant in New Haven