- 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
-
Financial Consultant
4 weeks ago
Fidelity TalentSource LLC Marlton, United StatesJob 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 m ...
-
Financial Consultant
3 weeks ago
Soteriare Camden, United StatesFinancial Consultant - Marlton, NJ page is loaded · Financial Consultant - Marlton, NJ · Apply · locations · 501 ROUTE 73 SOUTH, SUITE N, Marlton NJ · time type · Full time · posted on · Posted 4 Days Ago · job requisition id · Job Description: · Financial Consultant ...
-
Financial Consultant
3 weeks ago
CFA Institute Camden, United StatesJob 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 mode ...
-
Financial Consultant
3 weeks ago
Cramer Management, LLC Horsham, United StatesJob Description · Job Description · Independent Branch Financial Consultant --Horsham, PA · Schwab Independent Branches, led by a Schwab Independent Branch Leader franchisee and staffed by employees of the franchisee, help individuals and families with their financial needs, i ...
-
Financial Consultant
3 weeks ago
Equitable Advisors LLC Philadelphia, United StatesWith Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. · Equitable Advisors is se ...
-
Financial Consultant
1 week ago
Cramer Management, LLC Horsham, United StatesJob DescriptionJob Description · Independent Branch Financial Consultant --Horsham, PA · Schwab Independent Branches, led by a Schwab Independent Branch Leader franchisee and staffed by employees of the franchisee, help individuals and families with their financial needs, inclu ...
-
Financial Consultant
2 weeks ago
Cramer Management LLC Horsham, United StatesJob Description · Job DescriptionIndependent Branch Financial Consultant --Horsham, PA · Schwab Independent Branches, led by a Schwab Independent Branch Leader franchisee and staffed by employees of the franchisee, help individuals and families with their financial needs, includi ...
-
Financial Consultant
1 week ago
Equitable Advisors LLC Philadelphia, United StatesWith Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. · Equitable Advisors is se ...
-
Investment Consultant
1 week ago
Charles Schwab Marlton, United States Full timePosition Type: RegularYour opportunity · At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. · As an Investment Consultant (IC) ...
-
Outside Sales
1 week ago
Closet Factory of Delaware Valley Evesham, United States**TITLE: Sales / Closet Designer / Flexible Hours** · **Sales / Design Consultant** · **Join our list of Top Sales / Design Consultants and make in excess of $100k of commission income per year. We supply your computer and cell phone.** · Closet Factory, Delaware Valley is curren ...
-
Access Center Navigator
3 weeks ago
VIRTUA Marlton, United States Part time**Job Summary**: · Serves as a point of contact for referring physicians, patients and caregivers to provide assistance with assessing physician services offered within Virtua. Convert callers interested in Virtua Health into appointments, referrals and utilization of services. S ...
-
Outside Sales
1 week ago
Closet Factory of Delaware Valley Evesham, United States**TITLE: Sales / Design Consultant / Flexible Hours** · **Join our list of Top Sales / Design Consultants who make in excess of $125k of commission income per year. We supply computer and cell phone.** · Closet Factory, Delaware Valley is currently looking for experienced salespe ...
-
Oracle Financial Consultant
3 weeks ago
SP Software Solutions Philadelphia, United StatesRole: Oracle Financials Functional Consultant · Location: Philadelphia, PA · Duration: 1+ years · Must have: ORMB (Oracle Revenue and Billing Management) SME · Any Financial degree Candidate should possess 5+ years of experience in Oracle EBS Finance Modules Configuration with mi ...
-
Financial Planner Consultant
2 weeks ago
MassMutual of Eastern PA Philadelphia, United StatesJob Description · Job DescriptionJob Opportunity and Description: · Are you searching for a rewarding opportunity in Greater Philadelphia, PA? - Do you enjoy providing tailored investment strategies to assist clients in achieving their financial objectives and are you interested ...
-
Etl Informatica Developer
1 week ago
Arthur Grand Technologies Inc Mount Laurel, United States**Company Description** · Arthur Grand (AG) is an IT services firm specializing in Digital Transformation initiatives for Federal, Commercial, State & local customers. Since 2012, AG has (been) successfully supporting and delivering IT services to our customers in the areas of en ...
-
Aml Analytical Insights Specialist
2 weeks ago
TD Bank Mount Laurel, United StatesWork Location: · Mount Laurel, New Jersey · Hours: · 40 · Pay Details: · $95,264 - $155,376 USD · Line of Business: · Données et Analyses · **Job Description**: · Department Overview: · This position will lead on creating developing and maintaining various of AML related BI dashb ...
-
Loan Workout Officer Iii
3 weeks ago
Fulton Bank Mount Laurel, United StatesValue Proposition: · Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communit ...
-
Financial Sales Consultant
2 weeks ago
PNC Financial Services Group Berwyn, United StatesPosition OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employ ...
-
Financial Sales Consultant
2 weeks ago
PNC Financial Services Group Berwyn, United StatesJob Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture wher ...
-
Financial Sales Consultant
6 days ago
PNC Financial Services Group Berwyn, United StatesPosition Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our em ...
Financial Consultant - Marlton, United States - 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
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
Series 07 - FINRA, Series 66 - FINRA
Category:
Sales