-
Financial Consultant
1 week ago
Fidelity Investments Westwood, United StatesFinancial Consultant - Westwood, MA · Fidelity Investments · Westwood, United States · Financial Consultant - Westwood, MA · Fidelity Investments · Westwood, United States · Posted 3 days ago · Permanent · Competitive · Financial Consultant - Westwood, MA · If you no longe ...
-
Financial Consultant
3 weeks ago
Fidelity Investments Paramus, United States Full timeJob Description:Financial ConsultantIf 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 wi ...
-
Consultant Financials
2 weeks ago
Scheer GmbH New York, United StatesTab drücken, um zum Link "Weiter zu Inhalt" zu gelangen · Wählen Sie aus, wie oft (in Tagen) Sie eine Benachrichtigung erhalten möchten: · Benachrichtigung erstellen · Mit Prozessen in der DNA zum Erfolg. · Prozesse sind die Basis unseres Handelns. Der Erfolg jedes Unternehmens ...
-
Trainee Career and Financial Consulting
1 week ago
Velocity Enterprises Vernon, United StatesMLP is looking for a Trainee Career and Financial Advisor (m/f/d) in Koblenz. · A meaningful and fulfilling role: · Within our four-month trainee program, you will learn all the basics for working as a self-employed financial advisor (m/f/d). · You will develop financial concepts ...
-
Financial Consultant
1 week ago
Banco Popular North America New York, United StatesEvaluate customers relative to financial needs, current holdings and available investment capital by listening to and uncovering their needs and educating them about the bank and investment program products and services that are most appropriate for Financial Consultant, Financia ...
-
Financial Consultant
1 week ago
Popular New York, United StatesAt Popular, we offer a wide variety of services and financial solutions to serve our communities in Puerto Rico, United States & Virgin Islands. As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Ou ...
-
Financial Consultant
1 week ago
Apple Bank New York, United StatesManhattan, NY · Salary Range: $72,000- $96,000 · The Financial Consultant is responsible for selling non-deposit investment products within a bank environment. The successful candidate is expected to meet production goals which are reviewed on a monthly and on-going basis. This ...
-
Financial Consultant
1 week ago
Fidelity TalentSource LLC Chappaqua, 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 ...
-
Sapphire Innovations Parsippany, United StatesAre you looking for an exciting career in consulting and want to bring your passion for tackling conceptual challenges in diverse projects to the table? As a Non-Financial Risk Consultant (m/f/d) in the Financial Institutions sector, you will have the opportunity to advise financ ...
-
Financial Consultant
6 days ago
UnitedHealth Group New York, United StatesProvide financial support for specific business division and its leaders. Analyze financial data and participate in client strategy discussions. Interface with business leaders and build relationships in support of financial planning and performance .. · ...
-
Financial Consultant
1 week ago
Kemboi Financial Agency Jersey City, United StatesAre you a top performer but you know you're not being paid like one? Maybe you're paid like one, but you're sacrificing precious time with your loved ones? · Meron and Kemboi Financial Agency focuses on protecting families with life insurance, mortgage protection coverage, annuit ...
-
Financial Consultant
1 week ago
UnitedHealth Group New York, United StatesDevelop, analyze, and report on business and financial metrics. Collaborate with cross-functional teams to improve profitability and cost efficiencies. Support business leaders with analytical analysis for decision making. · ...
-
VP, Financial Consultant
1 week ago
The Charles Schwab Corporation Greenwich, United StatesAt 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. Schwab's branch team is at the heart of our firm Financial Consultant, Financi ...
-
Financial Services Consultant
6 days ago
H2 Talent New York, United StatesWe're seeking passionate and experienced Cannabis Finance Consultants to collaborate with multiple clients across the US. This is an exciting opportunity to contribute your expertise to various cultivation projects and help shape the success of our industry in the rapidly evolvin ...
-
Financial Sales Consultant
3 days ago
sulekha New York, United StatesHussain Shabbir **Financial Sales Consultant** · Updated 2 days ago · Financial sales · Education: Pre Bachelor Experience: 10 years Financial sales: 10 years 9 / 10 Rating out of 10 **Job Experience** · 2014 to Till now Financial sales consultant **Director** · ...
-
Financial Systems Consultant
6 days ago
PERMEVO New York, United StatesThe Challenge: · We are seeking a motivated and detail-oriented Finance Systems Consultant to join our dynamic team. In this role, you will work closely with the senior project management team to support the successful execution of technology projects in Treasury, Financial Repor ...
-
Senior Financial Consultant
6 days ago
UnitedHealth Group New York, United StatesAs a Senior Financial Consultant, you will provide key cost analytics and metrics to drive improved decision making for IT Pillar financial responsibilities. You will monitor financial spend, manage delivery plans, and develop saving strategies for M.. · ...
-
Financial Systems Consultant
1 week ago
News Corp New York, United StatesEqual Opportunity Employer · All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, or disability status. EEO/AA/M/F/Disabled/Vets · Job Description : · Position Overview: · W ...
-
Crimson Enterprises Union Dale, United States**About PKF WMS GmbH & Co. KG: ** · PKF WMS GmbH & Co. KG specializes in auditing, tax consulting, and business consulting. We offer exciting career opportunities in the fields of accounting, taxes, compliance, and business consulting. · What do we offer? · 30 days of vacation pe ...
-
Financial Systems Consultant
2 weeks ago
News Corp New York, United States**Job Description :** · **Position Overview:** · **We are seeking a motivated and detail-oriented Finance Systems Consultant to join our dynamic team. In this role you will work closely with the senior project management team to support the successful execution of technology proj ...
Financial Consultant - Westwood, United States - CFA Institute
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 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 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
Certifications:
Series 0- FINRA, Series 6- 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 .
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 Accounting Assistant, Accountant, and Accounting Manager and others in the Accounting and Finance to apply.
#J-18808-Ljbffr