Financial Consultant

3 weeks ago

Framingham, United States Fidelity Investments Full time
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
  • 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

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 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
  • 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 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - 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 Glassdoor Employees’ Choice Award, 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.

Fidelity's working model 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, detailed in this document, 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 to Find Your Fidelity at fidelitycareers.com.

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 accommodations@fmr.com.

We welcome those with experience in jobs such as Staff Accountant, Billing, Cost, and Rate Clerk, and Retail Sales Representative and others in the Accounting and Finance to apply.

  • Senior Financial Consultant

    2 weeks ago

    Framingham, Massachusetts, United States Bose Full time

    About BoseAt Bose, we recognize the significance of sound in our lives. For nearly six decades, we have been dedicated to enhancing audio experiences, believing that sound is the most powerful force on earth. Our passion drives us to make every listening moment extraordinary.Position OverviewThe Bose Finance Navigation team is on the lookout for a Senior...

  • Senior Financial Consultant

    2 weeks ago

    Framingham, Massachusetts, United States Bose Full time

    About BoseAt Bose, we understand the significance of sound. It’s not just about music or movies; it’s about the emotions they evoke. For nearly 60 years, we have been committed to enhancing sound quality, making every listening experience magical.Position OverviewThe Bose Finance Navigation team is in search of a Senior Financial Analyst to assist our...

  • VP, Financial Consultant

    3 months ago

    Framingham, United States Charles Schwab Full time

    Your 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. Schwab’s branch team is at the heart of our firm’s commitment tohelping clients own their financial futures. In this exciting role,...

  • Financial Consultant

    3 weeks ago

    Framingham, United States Fidelity TalentSource LLC Full time

    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...

  • Financial Advisor

    4 days ago

    Framingham, Massachusetts, United States Fidelity TalentSource LLC Full time

    About the RoleFidelity TalentSource LLC is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will be responsible for providing expert financial guidance and personalized planning to our clients.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their financial goals and...

  • Experienced Financial Advisor

    2 weeks ago

    Framingham, Massachusetts, United States The Bank of America Corporation Full time

    About Us: At Bank of America, we are dedicated to improving financial health by fostering strong relationships with our clients.Key Responsibilities:Focus on Sustainable Growth: We prioritize a responsible approach to serving our clients, employees, communities, and stakeholders.Available Positions: Financial Consultant, Senior Banker, Business Solutions...

  • Experienced Financial Advisor

    2 weeks ago

    Framingham, Massachusetts, United States The Bank of America Corporation Full time

    About Us: At Bank of America, we are dedicated to improving financial health by harnessing the power of the relationships we cultivate.Key Responsibilities:Focus on Sustainable Growth: We prioritize our operations and service delivery to benefit our clients, employees, communities, and stakeholders.Available Positions: Financial Consultant, Senior Banker,...

  • Financial Strategist

    1 week ago

    Framingham, Massachusetts, United States The TJX Companies, Inc. Full time

    About the RoleWe are seeking a highly skilled Senior Financial Analyst to join our Corporate Finance team at The TJX Companies, Inc. As a key member of our finance organization, you will play a critical role in supporting our IT division and driving business growth through data-driven insights.Key ResponsibilitiesLead Analysis: Conduct in-depth analysis on...

  • Financial Analyst

    2 months ago

    Framingham, United States Pyramid Consulting, Inc Full time

    Immediate need for a talented Finance Analyst. This is a 06+months contract opportunity with long-term potential and is located in Framingham, MA (Onsite). Please review the job description below and contact me ASAP if you are interested.Job ID:24-34887 Pay Range:$43/hour. Employee benefits include, but are not limited to, health insurance (medical, dental,...

  • Financial Analyst

    4 weeks ago

    Framingham, United States Pyramid Consulting, Inc Full time

    Immediate need for a talented Finance Analyst. This is a 06+months contract opportunity with long-term potential and is located in Framingham, MA (Onsite). Please review the job description below and contact me ASAP if you are interested.Job ID:24-34887 Pay Range:$43/hour. Employee benefits include, but are not limited to, health insurance (medical, dental,...

  • Senior Financial Analyst

    4 days ago

    Framingham, Massachusetts, United States The TJX Companies , Inc. Full time

    Job Summary:We are seeking a highly skilled Senior Financial Analyst to join our Corporate Finance team at The TJX Companies, Inc. As a key member of our finance organization, you will play a critical role in supporting our IT strategy and delivering critical analyses and reports that drive business results.Key Responsibilities:Lead financial analysis on IT...

  • Senior Financial Planning Analyst

    2 weeks ago

    Framingham, Massachusetts, United States The TJX Companies , Inc. Full time

    Senior Financial AnalystOpportunity Overview:Enhance your professional journeyDrive strategic financial evaluations for a leading firmApply your analytical and data-centric expertiseRegularly interact with senior executivesCompany Overview:The TJX Companies, Inc., a global frontrunner in off-price retail, managing esteemed brands such as TJ Maxx, Marshalls,...

  • Lead Financial Strategist, FP&A

    2 weeks ago

    Framingham, Massachusetts, United States The TJX Companies , Inc. Full time

    Senior Financial Analyst, FP&AExciting Opportunity:Enhance your professional journeyDrive strategic financial insights for a leading enterpriseApply your analytical and data-centric expertiseInteract with senior executives regularlyAbout the Company:The TJX Companies, Inc., a premier player in the off-price retail sector, encompasses esteemed brands like TJ...

  • Senior Financial Analyst

    1 week ago

    Framingham, United States The TJX Companies , Inc. Full time

    Senior Financial Analyst, Corporate Finance (IT) Are you looking to impact critical initiatives for a Fortune 100 company? Are you someone that is passionate about helping a business grow? If so, we are looking for someone hard working like you to join our Corporate IT Finance team! Technology is embedded in all aspects of our business and is a crucial...

  • Lead Financial Analyst, FP&A

    2 weeks ago

    Framingham, Massachusetts, United States The TJX Companies, Inc. Full time

    Lead Financial Analyst at The TJX Companies, Inc.Elevate Your Career with UsAre you passionate about driving strategic financial analysis within a prestigious Fortune 100 organization? Do you excel in data-driven decision-making and enjoy collaborating with senior executives? If this resonates with you, a Lead Financial Analyst position at The TJX Companies,...

  • Senior Financial Analyst

    1 week ago

    Framingham, United States The TJX Companies, Inc. Full time

    Senior Financial Analyst, Corporate Finance (IT) Are you looking to impact critical initiatives for a Fortune 100 company? Are you someone that is passionate about helping a business grow? If so, we are looking for someone hard working like you to join our Corporate IT Finance team! Technology is embedded in all aspects of our business and is a crucial...

  • Senior Financial Analyst

    1 week ago

    Framingham, United States The TJX Companies , Inc. Full time

    Senior Financial Analyst, Corporate Finance (IT) Are you looking to impact critical initiatives for a Fortune 100 company? Are you someone that is passionate about helping a business grow? If so, we are looking for someone hard working like you to join our Corporate IT Finance team! Technology is embedded in all aspects of our business and is a crucial...

  • Senior Financial Analyst

    2 weeks ago

    Framingham, United States The TJX Companies, Inc. Full time

    Senior Financial Analyst, Corporate Finance (IT) Are you looking to impact critical initiatives for a Fortune 100 company? Are you someone that is passionate about helping a business grow? If so, we are looking for someone hard working like you to join our Corporate IT Finance team! Technology is embedded in all aspects of our business and is a crucial...

  • Senior Financial Analyst

    1 week ago

    framingham, United States The TJX Companies, Inc. Full time

    Senior Financial Analyst, Corporate Finance (IT) Are you looking to impact critical initiatives for a Fortune 100 company? Are you someone that is passionate about helping a business grow? If so, we are looking for someone hard working like you to join our Corporate IT Finance team! Technology is embedded in all aspects of our business and is a crucial...

  • Comfort Consultant

    3 months ago

    Framingham, United States Obie Comfort Solutions Full time

    Job DescriptionJob DescriptionAre you looking for a rewarding career opportunity with a company that values its employees and upholds strong core values? Look no further! Obie Comfort Solutions is seeking a Comfort Consultant to join our dynamic team. We offer a supportive and inclusive work environment with a range of benefits and opportunities for personal...