Wealth Management Consultant

4 weeks ago

Columbia, 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:Certified Financial Planner ® / CFP-® - Issuing Authority, 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 Residential Real Estate Agent, Accounts Payable Clerk, and Home Buyer s Consultant and others in the Accounting and Finance to apply.

  • Wealth Management Solutions Consultant

    2 weeks ago

    Columbia, Maryland, United States Bank of America Full time

    Wealth Management Solutions ConsultantLocation: Various locationsJob Overview:This position is dedicated to engaging with affluent clients whose annual earnings range from $100,000 to $5 million. The role involves assessing client needs, cultivating relationships, evaluating investment objectives, and crafting tailored investment strategies that resonate...

  • Wealth Management Consultant

    2 weeks ago

    Columbia, South Carolina, United States Sound Partners Full time

    Sound Partners (in collaboration with Equitable Advisors)Entry-Level Financial StrategistAt Sound Partners, we appreciate your ambition and commitment. We are currently seeking a candidate for the position of Entry-Level Wealth Management Consultant to embark on a rewarding career path. As a member of our team, you will:Begin with a portfolio of leads and...

  • Wealth Management Consultant

    2 weeks ago

    Columbia, South Carolina, United States Sound Partners Full time

    Sound Partners (in collaboration with Equitable Advisors)Entry-Level Financial StrategistAt Sound Partners, we appreciate your ambition and commitment. We are currently seeking a motivated individual to take on the role of Entry-Level Financial Strategist to launch their career in wealth management. As a member of our team, you will:Begin with a portfolio of...

  • Wealth Management Associate

    2 days ago

    Columbia, Maryland, United States Equitable Services Full time

    About Equitable ServicesEquitable Services is a leading wealth management firm dedicated to helping individuals and businesses achieve their financial goals. Our mission is to provide personalized financial solutions and guidance to our clients, empowering them to make informed decisions about their financial futures.Job SummaryWe are seeking a highly...

  • Wealth Management Professional

    2 days ago

    Columbia, Missouri, United States First Mid-Illinois Bancshares Full time

    Job SummaryWe are seeking an experienced Financial Advisor to join our team at First Mid-Illinois Bancshares. As a key member of our Wealth Management team, you will be responsible for providing exceptional client service and guidance to help our clients achieve their financial goals.Key ResponsibilitiesClient Relationship Management: Develop and maintain...

  • Wealth Management Consultant

    1 month ago

    Columbia, 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...

  • Wealth Management

    3 weeks ago

    Columbia, United States First Mid-Illinois Bancshares Full time

    At First Mid Wealth Management, we are committed to always doing what is best for our clients and providing tangible value through financial planning and engagement. Because we are part of First Mid Bancshares, Inc., collaboration, and relationship management across business lines is engrained in our culture and is a key part of our financial advisors' and...

  • Compliance Consultant

    5 days ago

    Columbia, Maryland, United States Booth Management Consulting Full time

    Job OpportunityBooth Management Consulting, a leading accounting and management consulting firm, is seeking a highly motivated and detail-oriented Compliance Intern to join our team.About the Role:This internship offers a unique opportunity to gain valuable experience in the dynamic world of compliance consulting. As a Compliance Intern, you will work...

  • Entry Level Wealth Management Sales

    3 weeks ago

    Columbia, United States Equitable Advisors Full time

    A career that offers you: Income, Impact, and IndependenceAre you looking for a career that gives you the sense of fulfillment? Would you describe yourself or say that you possess the qualities of being: hard working, entrepreneurial, goal oriented, coachable, and a people person? If so, now is the time to consider Equitable Advisors.We don’t expect you to...

  • Entry Level Wealth Management Sales

    3 weeks ago

    Columbia, United States Equitable Advisors Full time

    A career that offers you: Income, Impact, and IndependenceAre you looking for a career that gives you the sense of fulfillment? Would you describe yourself or say that you possess the qualities of being: hard working, entrepreneurial, goal oriented, coachable, and a people person? If so, now is the time to consider Equitable Advisors.We don’t expect you to...

  • Lead Audit Consultant

    2 weeks ago

    Columbia, Maryland, United States Booth Management Consulting Full time

    Position OverviewBooth Management Consulting, LLC (BMC) is a reputable CPA firm offering a wide array of accounting, auditing, and management consulting services to both public and private sector clients across the nation. We pride ourselves on fostering a supportive workplace culture that values work-life balance, innovation, integrity, and dedication. We...

  • Licensed Real Estate Consultant

    1 week ago

    Columbia, South Carolina, United States Wendy Weeden Group at EXIT Real Estate Consultants Full time

    Position OverviewWe are excited to announce an opportunity for a Licensed Real Estate Consultant to join the Wendy Weeden Group at EXIT Real Estate Consultants. Our team is recognized for its exceptional performance in the real estate market across South Carolina.As a member of our dynamic team, you will have the chance to leverage a wealth of resources and...

  • Retirement Financial Planner

    3 days ago

    columbia, United States Sentinel Asset Management LLC Full time

    Job DescriptionJob DescriptionCompensation: Base + Commission. On-target earnings up to $250,000+. Unlimited earning potential!Location: Columbia, Maryland (Onsite work required). Relocation assistance is available!Work Hours: Business Hours Monday - Friday, plus availability for leading evening seminars or meeting with clientele.Job Type: Full-time W-2...

  • Retirement Financial Planner

    1 month ago

    Columbia, United States Sentinel Asset Management LLC Full time

    Job DescriptionJob DescriptionCompensation: Base + Commission. On-target earnings up to $250,000+. Unlimited earning potential!Location: Columbia, Maryland (Onsite work required). Relocation assistance is available!Work Hours: Business Hours Monday - Friday, plus availability for leading evening seminars or meeting with clientele.Job Type: Full-time W-2...

  • Retirement Financial Planner

    3 months ago

    Columbia, United States Sentinel Asset Management LLC Full time

    Job DescriptionJob DescriptionCompensation: Base + Commission. On-target earnings up to $250,000+. Unlimited earning potential!Location: Columbia, Maryland (Onsite work required). Relocation assistance is available!Work Hours: Business Hours Monday - Friday, plus availability for leading evening seminars or meeting with clientele.Job Type: Full-time W-2...

  • Director Management Consulting

    2 weeks ago

    Columbia, United States Fiserv Full time

    You deserve to do what you love, and love what you do – a career that works as hard for you as you do. At Fiserv, we are more than 40,000 #FiservProud innovators delivering superior value for our clients through leading technology, targeted innovation and excellence in everything we do. You have choices – if you strive to be a part of a team driven to...

  • Leasing Consultant

    1 month ago

    Columbia, United States Klingbeil Capital Management Full time

    Job DescriptionJob DescriptionAt Klingbeil Capital Management it is all about experience! This includes the experience that you bring to the table, the experience you gain while working with us, and the experience you give to others. Our core values of integrity, straight-forwardness, relationship building, and teamwork guide us in our mission to create...

  • Leasing Consultant

    4 weeks ago

    Columbia, United States Klingbeil Capital Management Full time

    Job DescriptionJob DescriptionAt Klingbeil Capital Management it is all about experience! This includes the experience that you bring to the table, the experience you gain while working with us, and the experience you give to others. Our core values of integrity, straight-forwardness, relationship building, and teamwork guide us in our mission to create...

  • Apartment Leasing Consultant

    3 months ago

    Columbia, United States A Property Management Company Full time

    Job DescriptionJob DescriptionExperienced Leasing Consultant / Leasing Agent / Leasing ProfessionalAre you ready to jump into the dynamic world of Property Management?The Apartment Industry is booming, and the opportunities are endless! Let BGSF, one of the largest staffing firms in the nation, assist in mapping out the best career path for you!Working with...

  • Client Relationship Manager

    2 weeks ago

    Columbia, Missouri, United States The Ladders Full time

    Job DescriptionOverview: The Ladders specializes in providing exceptional fee-only wealth management services, encompassing professional investment oversight, financial planning, estate management, and tax advisory services, all delivered without conflicts of interest. The individual in this role will work in close collaboration with a team of expert wealth...