-
Wealth Management Consultant
4 weeks ago
CFA Institute Greenville, 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 ...
-
Talent Management Consultant 5X Weekly
4 weeks ago
Liberty Personnel Services, Inc. Greenville, United StatesGrowing industry leader is seeking a Talent Management Consultant to work onsite a long-term contract-to-hire position starting day one. · Qualified candidates will have experience with most of the following: · Succession Planning · This is a contract-to-hire whereupon conversion ...
-
Wealth Management Consultant
2 weeks ago
Fidelity Investments Greenville, United StatesFunctional · Store and/or access information on a device · Precise geolocation data, and identification through device scanning · Personalised content, content measurement, audience research, and services development · Wealth Management Consultant · Fidelity Investments · Green ...
-
Registered Nurse, Home Health Full Time
1 week ago
CenterWell Home Health Simpson, United States Full timeBecome a part of our caring community and help us put health first · As a Home Health Registered Nurse, you will: · Provide admission, case management, and follow-up skilled nursing visits for home health patients. · Administer on-going care and case management for each patient, ...
-
crna - certified registered nurse anesthetist
3 weeks ago
Fresenius Medical Care North America Greenville, NC , USA, United StatesLevel Description · Professional' Leveling Guide consists of jobs with a professional nature that require learned knowledge most often attained through advanced education and experience. This can include business and/or clinical professionals. · Market Summary · Provides direct a ...
-
Occupational Therapist
4 weeks ago
Pitt County Schools Pitt County, United StatesOccupational Therapist JobID: 6086 Position Type: Student Support Services/Occupational Therapist · Date Posted: 5/8/2024 · Location: Central Office/Assigned Schools · Additional Information: Position: Occupational Therapist · Department: Exceptional Children · Term of Employment ...
-
Community Manager
4 weeks ago
RR Living Greenville, United StatesCommunity Manager · Our mantra is simple -- love. Love what you do. Love where you live. Love the success and return we provide. At RR Living, we are a part of something special. · The Community Manager should have excellent leadership skills and maintain exemplary communication ...
-
ECU Health Greenville, United StatesECU Health Physicians and ECU Health Medical Center, located in Greenville, North Carolina, are expanding and seeking a Physician Assistant to work with their interventional radiology service. The successful candidate will provide consults and assist with the daily management of ...
-
MMR Consulting Greenville, United StatesPrevious Pharmaceutical/Biotech experience is mandatory for this role. · MMR Consulting is an engineering and consulting firm specializing in the pharmaceutical and biotechnology industries. Its services include Engineering, Project Management, and other Consulting services. MMR' ...
-
School Psychologist
3 weeks ago
Public School of North Carolina Greenville, United StatesPosition Title: School Psychologist · Reports To: Exceptional Children Director or Designee · Term of Employment: 10 months · Knowledge & Skills Required: · * Knowledge of the delivery of psychological services consistent with the ethical principles and professional standards set ...
-
School Psychologist
2 weeks ago
Public School of North Carolina Greenville, United StatesPosition Title: School Psychologist · Reports To: Exceptional Children's Director or Designee · Supervises: None · Term of Employment: 10 months · Knowledge & Skills Required: · * Knowledge of the delivery of psychological services consistent with the ethical principles and profe ...
-
biopharmacetical - project manager
3 weeks ago
MMR Consulting Inc Greenville, United StatesPrevious Pharmaceutical/Biotech experience is mandatory for this role · MMR Consulting is an engineering and consulting firm specializing in the pharmaceutical and biotechnology industries. Its services include Engineering, Project Management, and other Consulting services. MMR' ...
-
biopharmacetical - senior project manager
3 weeks ago
MMR Consulting Inc Greenville, United StatesPrevious Pharmaceutical/Biotech experience is mandatory for this role · MMR Consulting is an engineering and consulting firm specializing in the pharmaceutical and biotechnology industries. Its services include Engineering, Project Management, and other Consulting services. MMRs ...
-
biopharmacetical - project manager
4 weeks ago
MMR Consulting Inc Greenville, United StatesPrevious Pharmaceutical/Biotech experience is mandatory for this role · MMR Consulting is an engineering and consulting firm specializing in the pharmaceutical and biotechnology industries. Its services include Engineering, Project Management, and other Consulting services. MMRs ...
-
Manager Internal Communications
1 week ago
Vidant Health Greenville, United StatesJob Description · ECU Health · About ECU Health · ECU Health is a mission-driven, 1,708-bed academic health care system serving more than 1.4 million people in 29 eastern North Carolina counties. The not-for-profit system is comprised of 13,000 team members, nine hospitals and ...
-
Lead Estimator
3 weeks ago
Primoris Services Corporation Greenville, United StatesPRIMORIS POWER DELIVERY IS ON POINT IN 2024 · With over 70 years of operating experience, Primoris Power Delivery services include engineering and design, installation and maintenance, material and equipment procurement, repair of electrical transmission, distribution, substation ...
-
Senior Geotechnical
4 weeks ago
Bunnell Lammons Engineering Greenville, United StatesSenior Geotechnical / Construction Materials Testing Engineer · 30 Park Ridge Dr., Fletcher, NC, USA · Full Time · Overview: · BLE is a growing company of over 180 engineers, geologists, technicians, and support staff with offices in Fletcher, North Carolina; Greenville, Sout ...
-
MMR Consulting Inc Greenville, United StatesJob Description · Job Description Salary: · Previous · Pharmaceutical/Biotech · experience is mandatory for this role. · MMR Consulting is an engineering and consulting firm specializing in the pharmaceutical and biotechnology industries. Its services include Engineering, Pro ...
-
Grace Federal Solutions LLC Greenville, United StatesWe are Grace. · Grace Federal Solutions' greatest success is the employees of Grace. At Grace, we recognize the significant role each Grace employee plays in helping to grow and transform the company. Grace follows 5 principles: client service, purpose, mutual respect, collabora ...
-
Network Manager
6 days ago
Insight Global Greenville, United StatesA client of Insight Global is hiring a Network Manager for their team in Greenville, NC. They will be overseeing the Network Engineering and Support team, managing a large network infrastructure that spans across the state of NC. The primary purpose of the Network Engineering and ...
Wealth Management Consultant - Greenville, United States - Fidelity Investments
Description
Wealth Management ConsultantFidelity Investments
Greenville, United States
Wealth Management Consultant
Fidelity Investments
Greenville, United States
Posted 3 days ago
Permanent
Competitive
Wealth Management 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
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 ForPrevious 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
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
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 onboardingThe 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
Certifications:
Series 0- FINRA, Series 6- FINRA, Series 6- FINRA
Company Overview
Fidelity Investments is a privately held company with a mission
to strengthen the financial well-being of our clients.
We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Join Us
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours.
You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.
Honored with a , we have been recognized by our employees as a top 10 Best Place to Work in 2024.
And you don't need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you've always imagined.
blends the best of working offsite with maximizing time together in person to meet associate and business needs.Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry .
Certain roles may require candidates to go through a preliminary credit check during the screening process.Candidates who are presented with a Fidelity offer will need to go through a background investigation, , and may be asked to provide additional documentation as requested.
This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent).
These investigations will account for 7 years or more of history, depending on the role.Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you toFind Your Fidelity
at .
Fidelity Investments is an equal opportunity employer.
We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
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, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3.
We welcome those with experience in jobs such as Billing, Cost, and Rate Clerk, Residential Real Estate Agent, and Field Client Relationship Manager and others in the Accounting and Finance to apply.
Boost your careerFind thousands of job opportunities by signing up to eFinancialCareers today.
#J-18808-Ljbffr
