Financial Consultant

1 month ago

greenwich, 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\u00A0

benefit 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\u00A0

    employee 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 hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

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.

  • Mortgage Protection Sales Consultant

    6 days ago

    Greenwich, Connecticut, United States Spieldenner Financial Group Full time

    About the RoleAs a Mortgage Protection Sales Consultant with Spieldenner Financial Group, your primary responsibility will be to research and customize options to meet the financial needs of clients in the case of a death or disability. With 4-5 hours dedicated to research each week, you will have the opportunity to develop strong analytical skills and...

  • Mortgage Protection Specialist

    6 days ago

    Greenwich, Connecticut, United States Spieldenner Financial Group Full time

    About the RoleAs a Virtual Insurance Sales Consultant, you will play a critical role in helping our clients achieve their financial goals by protecting their largest asset - their ability to make an income. You will work closely with our clients to understand their financial needs and provide them with personalized solutions that meet their requirements.The...

  • Financial Consultant

    1 month ago

    greenwich, 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...

  • Virtual Insurance Sales Consultant

    6 days ago

    Greenwich, Connecticut, United States Spieldenner Financial Group Full time

    Key ResponsibilitiesOur Mortgage Protection Specialist will be responsible for:Scheduling appointments with potential clients to discuss their mortgage protection coverage optionsResearching client information to customize product recommendationsPresenting product options to clients and helping them apply for coverageFollowing up with insurance carriers to...

  • Investment Consultant

    1 month ago

    greenwich, United States Fidelity TalentSource LLC Full time

    Job Description:Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower...

  • Investment Consultant

    1 month ago

    greenwich, United States Fidelity TalentSource LLC Full time

    Job Description:Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower...

  • Financial Solutions Advisor Stage I- Registration Candidate

    6 days ago

    Greenwich, United States Disability Solutions Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Fidelity TalentSource LLC | Financial Consultant

    1 month ago

    greenwich, 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...

  • Fidelity TalentSource LLC | Financial Consultant

    4 weeks ago

    Greenwich, 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...

  • Wealth Management Consultant

    3 weeks ago

    Greenwich, United States Fidelity Investments 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...

  • Fidelity TalentSource LLC | Investment Consultant

    1 month ago

    greenwich, United States Fidelity TalentSource LLC Full time

    Job Description:Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower...

  • Fidelity TalentSource LLC | Investment Consultant

    1 month ago

    Greenwich, United States Fidelity TalentSource LLC Full time

    Job Description:Investment ConsultantYou joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower...

  • Monetary Strategy and Planning Consultant

    3 weeks ago

    Greenwich, United States Fidelity Investments 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...

  • Human Resources Consultant

    5 days ago

    Greenwich, United States Gravity Staffing, Inc. Full time

    The Greenwich office of a global private investment firm needs a Human Resources Professional for a nine month contract role from December through August (covering an extended maternity leave). This is a hybrid position with 3-4 days/week working from the Greenwich office and the remainder working from home.Responsibilities include:Leverage the Applicant...

  • Internal Audit Specialist

    5 days ago

    Greenwich, Connecticut, United States Interactive Brokers Full time

    Senior Internal Auditor Position:We are looking for a skilled auditor to join our team at Interactive Brokers Group, Inc. The successful candidate will have prior experience with auditing in the financial services industry.About Us:Interactive Brokers Group, Inc. is a leading global financial services company providing electronic brokerage services to...

  • Global Trading Platform Manager

    7 days ago

    Greenwich, Connecticut, United States Interactive Brokers Full time

    Job OverviewAt Interactive Brokers, we're at the forefront of trading innovation, leveraging cutting-edge technology to simplify and enhance financial opportunities for our clients.We're seeking an experienced Product Manager to join our dynamic team. As a key member, you'll define detailed functional specifications for new features, manage multiple projects...

  • HVAC Installation Specialist

    1 week ago

    Greenwich, Connecticut, United States Steve Basso Plumbing Heating & AC Full time

    In this role as an HVAC Installation Specialist, you will work closely with our experienced technicians to deliver top-notch installation services for residential and commercial clients in Bridgeport, CT.You will be responsible for assisting our techs with equipment setup, testing, and quality control, while gaining hands-on experience in the field. With 2+...

  • Talent Acquisition Specialist

    2 weeks ago

    Greenwich, Connecticut, United States Michael Page Full time

    We're partnering with a leading Financial Services company in Fairfield County, CT to find a Recruitment Associate. This on-site role comes with a base salary of $75-95K and offers great opportunities for internal growth.Our client is a global player in the industry, with one of its offices located in Fairfield County, CT. The company boasts a stable...

  • Senior Associate, Strategic Finance

    4 days ago

    Greenwich, United States Hoxton Circle Full time

    Strategic Finance AssociateA holding company with subsidiaries across all different industries is looking for a Strategic Finance Associate to drive both financial and strategic goals. The team is growing and the role comes with tons of exposure to the C-suite and room for impact.This is a perfect role for someone who currently works in strategic finance,...

  • Senior Associate, Strategic Finance

    5 days ago

    Greenwich, United States Hoxton Circle Full time

    Strategic Finance AssociateA holding company with subsidiaries across all different industries is looking for a Strategic Finance Associate to drive both financial and strategic goals. The team is growing and the role comes with tons of exposure to the C-suite and room for impact.This is a perfect role for someone who currently works in strategic finance,...