Current jobs related to Financial Consultant - Westlake - Fidelity TalentSource LLC

  • Communications Consultant

    2 weeks ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Job Description:We are seeking a highly skilled Communications Consultant to join our team at Fidelity Investments. As a key member of our Strategic Market team, you will play a critical role in helping our clients deliver critical information to their employees through best-in-class communication materials.Key Responsibilities:Develop and implement...

  • Communications Consultant

    1 month ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Job Description:We are seeking a highly skilled Communications Consultant to join our team at Fidelity Investments. As a key member of our Strategic Market team, you will play a critical role in helping our clients deliver critical information to their employees through best-in-class communication materials.Key Responsibilities:Develop and deliver...

  • Business Consultant

    7 days ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Job Description:We are seeking a highly skilled Business Consultant to join our team at Fidelity Investments. As a Business Consultant, you will play a key role in delivering business consulting and practice management insights to our clients and prospective clients.You will help our wealth management clients grow their businesses, enhance customer...

  • Vice President, Business Consulting

    4 weeks ago

    Westlake, United States Fidelity TalentSource LLC Full time

    Job Description: The Role The team is responsible for delivering business consulting and practice management insights to IWMS clients and prospective clients. We help our wealth management clients grow their businesses, enhance customer experiences, improve operational efficiency, and increase profitability. As a Vice President, you will play a role in...

  • Senior Manager, Communications Consultant

    5 months ago

    Westlake, United States Fidelity Investments Full time

    Job Description : The Role This communication consultant role sits within the Tax-Exempt Market, under Fidelity Wealth. We are aligned closely with Fidelity Workplace Investing, as we support retirement plans for tax-exempt employers and their participants. Our clients are organizations—healthcare, higher ed, government and faith-based—who want...

  • Vice President, Business Consulting

    1 month ago

    Westlake, United States Fidelity TalentSource LLC Full time

    Job Description:The Role The team is responsible for delivering business consulting and practice management insights to IWMS clients and prospective clients.We help our wealth management clients grow their businesses, enhance customer experiences, improve operational efficiency, and increase profitability. As a Vice President, you will play a role in...

  • Financial Planning and Advice Professional

    1 month ago

    Westlake, Ohio, United States Charles Schwab Full time

    Unlock Your Potential in Financial Planning and AdviceAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.As a participant in our Schwab Advice Academy,...

  • Principal Quality Consultant

    4 weeks ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Job Title: Principal Quality ConsultantAbout the Role:We are seeking a highly skilled Principal Quality Consultant to join our team. As a key member of our quality engineering team, you will be responsible for ensuring that our projects meet the highest quality standards. You will provide technical guidance in planning, designing, executing testing, and...

  • Financial Planning and Advice Professional

    4 weeks ago

    Westlake, Ohio, United States Charles Schwab Full time

    Unlock Your Potential in Financial Planning and AdviceAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.Program OverviewThe Schwab Advice Academy is a...

  • Business Analyst Consultant

    4 weeks ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Job Description:We are seeking a highly skilled Business Analyst Consultant to join our TEM Product and Strategy team. As a key member of our squad, you will provide effective product leadership and management of the product backlog, focusing on communication, risk mitigation, quality assurance, and effective delivery. You will work closely with a team of...

  • Financial Planning and Advice Professional

    1 month ago

    Westlake, Ohio, United States Charles Schwab Full time

    Unlock Your Potential in Financial Planning and AdviceAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.As a participant in our Schwab Advice Academy,...

  • Director - Communications Consultant, Strategic Market

    1 month ago

    Westlake, United States Fidelity TalentSource LLC Full time

    Job Description:As a Communications Consultant you will help Fidelity's clients deliver critical information to their employees by developing and delivering best-in-class communication materials through a variety of channels. This includes producing high-quality Defined Contribution plan communications and pursuing opportunities to increase participant...

  • Financial Planning and Advice Professional

    1 month ago

    Westlake, Ohio, United States Charles Schwab Full time

    Unlock Your Potential in Financial Planning and AdviceAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.Program OverviewThe Schwab Advice Academy is a...

  • Client Relationship Consultant

    1 month ago

    Westlake, Ohio, United States U.S. Bank Full time

    Job DescriptionAt U.S. Bank, we're committed to delivering exceptional customer experiences. As a Client Relationship Consultant, you'll play a key role in building strong relationships with our customers, providing personalized guidance and support to help them achieve their financial goals. This role requires a unique blend of technical knowledge, business...

  • Senior Wealth Consultant

    2 weeks ago

    Westlake, Ohio, United States Charles Schwab Full time

    Job SummaryAs a Schwab Wealth Consultant at Charles Schwab, you will be responsible for providing high-touch service and comprehensive guidance to clients in the context of a dedicated relationship. You will work across a wide spectrum of investment needs to help clients manage large and complex portfolios.Key ResponsibilitiesSupporting clients' wealth...

  • Actuary Associate, Workplace Consulting

    1 week ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Job Description:As an Actuary Associate, you will work with Senior Associates to provide advice to clients on their benefit programs, with an initial emphasis on defined benefit plans. You will develop your financial, business, and consultative skills, and your career path could range from a pension actuarial focus to a broad client strategy role.The Skills...

  • Consultant, TEM Product and Strategy

    4 weeks ago

    Westlake, United States Fidelity TalentSource LLC Full time

    Job Description:As a Consultant, Business Analyst you will be a key member of the Retirement Solutions squad in the TEM Product and Strategy Product Area. With the Squad Leader, you will provide effective product leadership and management of the product backlog with a focus on communication, risk mitigation, quality assurance, effective delivery and building...

  • Strategic Communications Consultant

    2 weeks ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Job Summary:We are seeking a highly skilled Strategic Communications Consultant to join our team at Fidelity Investments. As a key member of our communications team, you will be responsible for developing and implementing effective communication strategies to engage our clients and their employees.Key Responsibilities:Manage the creation and deployment of...

  • Chief Financial Officer

    2 weeks ago

    Westlake Village, California, United States Advatix Full time

    Job Title: Chief Financial OfficerWe are seeking a seasoned Chief Financial Officer to join our team at Advatix, Inc. as a strategic partner to our CEO and Senior Leadership Team.Key Responsibilities:Provide financial leadership and strategic input to support business growth and decision-making.Develop and implement financial strategies, metrics, and...

  • Product Readiness and Deployment Consultant

    1 month ago

    Westlake, Ohio, United States Fidelity Investments Full time

    Job DescriptionTransform the benefits employers provide to their employees by defining the future of products and experiences that millions rely on to improve their financial outlook.As a Deployment Consultant supporting Fidelity's Workplace Investing (WI) business, you will facilitate operational readiness and go-to-market processes related to product...

Financial Consultant

2 months ago

Westlake, United States Fidelity TalentSource LLC Full time



Job Description:

With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies

The\u00A0Expertise\u00A0We re Looking For

  • FINRA Series 7 & 63 required prior to hire
  • Series 65 and/or 66 and state registrations required within 3 months of hire
  • Experience with High Net Worth clients
  • A CFP is preferred if you don t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it


The\u00A0Purpose\u00A0of Your Role

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. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.



The\u00A0Skills\u00A0You Bring

  • You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele
  • Remarkable knowledge of investment products
  • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
  • Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client s broad range of investment needs


The\u00A0Value\u00A0You Deliver

  • No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning
  • Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
  • Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments


Our Investments in You

We believe it is important to approach life holistically. Fidelity s greatest advantage is our people so our\u00A0benefit programs(opens in a new tab)\u00A0are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:

  • We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements
  • Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments(opens in a new tab)
  • Click here for a story about how we are helping our\u00A0employee s payback their student loan debt(opens in a new tab)


How Your Work\u00A0Impacts\u00A0the Organization

Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity s open architecture, you re able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career





Certifications:

Certified Financial Planner \u00AE / CFP-\u00AE - 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\u2014we 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.