Financial Consultant - Jersey City - Fidelity Investments

    Fidelity Investments
    Fidelity Investments Jersey City

    1 week ago

    Description

    Job Overview

    This role provides the opportunity to develop long-term relationships with clients and create complex financial plans, while minimizing time spent on sourcing new clients.

    • The position offers a stable industry leader business model with an existing client base, institutional feeders of business, empowerment for professional growth flexibility and support enabling long term success for you our clients

  • Only for registered members New York

    We are always seeking to attract top talent and expand our community of Financial Professionals. · This position is part of our ongoing recruitment efforts,This is an entry-level sales role where you will work as a financial professional. · Bachelor's degree or equivalent skills ...

  • Only for registered members New York

    We are looking for highly motivated individuals who are tired of demanding corporate schedules and ready to transition their expertise into a truly Autonomous Role professional practice.This position is a Performance Based Role and is ideal for those actively seeking a new direct ...

  • Only for registered members New York

    We are always seeking to attract top talent and expand our community of Financial Professionals.This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates wheneve ...

  • Only for registered members New York

    We are seeking a Financial Consultant to join our team at Equitable Advisors. In this role you will build and nurture client relationships through networking events and portfolio management. · Client Engagement: · Nurture client relationships · ...

  • Only for registered members New York $35,568 - $97,500 (USD)

    The financial consultant has the primary responsibility of retaining and expanding company relationships and soliciting new retail Investment and Insurance business from prospective customers. · Advise and assist Flagstar customers in optimizing their financial position by creati ...

  • Fidelity Investments New York

    Financial consultants empower professional growth, flexibility and support for long-term success in a stable industry leader like Fidelity. · The Purpose of Your Role · You engage face-to-face with clients offering guidance and personalized planning while helping extend the firm' ...

  • Only for registered members New York Full time $75,400 - $100,000 (USD)

    Job summary · The Financial Consultant provides financial planning advice to clients via in person phone and video chat to help them accomplish their immediate and long-term financial goals. · ResponsibilitiesCounsels participants on their pension plans tax deferred annuities and ...

  • Only for registered members New York, NY

    This role is a temporary consultant position in the Finance department for ActiveHealth Management. · ...

  • Only for registered members New York, NY Remote job

    We are looking for highly motivated individuals who are tired of demanding corporate schedules and ready to transition their expertise into a truly · Autonomous Role · professional practice. · ...

  • Only for registered members New York, NY

    Help individuals and families reach their financial goals by building relationships through networking events and portfolio management. · Client Engagement: Build client relationships through networking events. · Financial Strategy Development: Understand clients' objectives to d ...

  • Only for registered members New York, New York, United States

    This role offers complete flexibility—part-time hours that you control, from wherever you are. · ...

  • Only for registered members New York Full time $75,400 - $100,000 (USD)

    The Financial Consultant provides in person and virtual counseling for all participants on the complete spectrum of TIAA products and services. · Counsels participants on their pension plans, tax deferred annuities and other available investment options to help clients retain and ...

  • Only for registered members New York $75,400 - $100,000 (USD)

    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. · Counsels participants on their pension plans tax ...

  • Only for registered members New York, NY

    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. Counsels participants on their pension plans, tax ...

  • Only for registered members New York, NY

    We are seeking an energetic and proactive Finance Consultant Intern / Executive to support our sales and partnerships team. · Lead Generation & Prospecting · Identify and research potential clients (via LinkedIn, directories, industry databases). Build and maintain a list of qual ...

  • Enormous Enterprise LLC Jersey City

    The ideal candidate will have Oracle ERP Financial Consultant experience with deep knowledge in Oracle Fusion Assets and implementation. · ...

  • Only for registered members New York

    We're seeking experienced finance professionals to help shape how AI understands financial principles and decision-making. This role is designed for those who want to contribute part-time or full-time alongside a current position or pursue it as a flexible professional opportunit ...

  • Only for registered members Jersey City, NJ

    Oracle Fusion Cloud Finance Functional Consultant. · ...

  • Only for registered members New York

    We deliver on high-impact, business & technology projects for our clients by leveraging our collective insight, vision, and experience. We are looking for experienced professionals with 5+ years of experience and deep Workday Financials expertise to join our team and lead high-im ...

  • Only for registered members New York

    Assists clients in the upgrade/implementation & support of PeopleSoft Enterprise Financials modules. · ...

Jobs
>
Financial consultant
>
Jobs for Financial consultant in Jersey City