Fidelity TalentSource LLC | Financial Consultant

24 hours ago

troy, 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 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\u202Fbenefit programs\u202Fare designed to help you and your family strike the right balance.\u00A0 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\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.

  • Fidelity TalentSource LLC | Financial Consultant

    4 days ago

    Troy, MI, 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 Consultant

    3 days ago

    troy, 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 Services Representative

    2 days ago

    troy, United States Fidelity TalentSource LLC Full time

    Job Description:Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers....

  • Sales Representative

    1 week ago

    Troy, Michigan, United States LoanCraft, LLC. Full time $21 - $25 per hour

    About LoanCraft, LLC.We are a leading provider of home equity lines of credit in the Midwest, serving clients with precision and efficiency. Our comprehensive training program will equip you with the skills and knowledge necessary to succeed in this role.Key Responsibilities:Build relationships with pre-qualified leads and conduct phone-based consultative...

  • Senior Financial Consultant

    4 weeks ago

    Troy, Michigan, United States HUB International Full time

    Job SummaryWe are seeking a highly skilled Financial Reporting Specialist to join our team at HUB International. As a key member of our financial consulting team, you will be responsible for providing financial reporting to a subset of HUB clients.Key ResponsibilitiesProvide regular financial and analytics reporting to HUB clients.Conduct market contract and...

  • Inside Sales Professional

    1 week ago

    Troy, Michigan, United States LoanCraft, LLC. Full time $21 - $25 per hour

    Welcome to LoanCraft, LLC.We're a dynamic company that offers a hybrid-based role for a Customer Service/Inside Sales Representative. As a member of our team, you'll have the opportunity to work with HELOC products, build relationships with pre-qualified leads, and achieve sales targets.Responsibilities:Briefly introduce yourself to pre-qualified leads,...

  • Customer Engagement Specialist

    1 week ago

    Troy, Michigan, United States LoanCraft, LLC. Full time $21 - $25 per hour

    About This OpportunityAs a Customer Service/Inside Sales Representative at LoanCraft, LLC., you'll play a vital role in helping homeowners achieve their financial goals. You'll be responsible for guiding customers through the home equity line of credit process, providing exceptional service, and driving business growth.Your Key Responsibilities:Develop...

  • Restaurant Operations Manager

    4 weeks ago

    Troy, Ohio, United States Schear Financial Services LLC Full time

    Restaurant Operations ManagerAt Schear Financial Services LLC, we are seeking a highly motivated and experienced Restaurant Operations Manager to join our team. As a key member of our management team, you will be responsible for overseeing all aspects of our restaurant operations, including food quality, customer satisfaction, and profit and loss management....

  • Tax Consultant

    1 month ago

    Troy, Michigan, United States Blumark Full time

    Blumark Tax Advisor OpportunityWe are seeking an experienced Tax Advisor to join our team at Blumark Financial Advisors and Blumark Tax Advisors. This role offers a unique opportunity to grow and develop a career in tax consultation, advice, and client-focused strategies.Key Responsibilities:Manage a portfolio of 200 to 300 clients, providing expert tax...

  • Mortgage Loan Originator

    4 weeks ago

    Troy, Michigan, United States Lakeview Lending LLC Full time

    Job OverviewLakeview Lending LLC is seeking a skilled Mortgage Loan Originator to join our team. As a Senior Financial Services Professional, you will be responsible for counseling borrowers, working with industry professionals, and maintaining relationships to attract new business.Key Responsibilities:Counsel borrowers to understand loan options and...

  • Financial Planning Professional

    4 weeks ago

    Troy, Michigan, United States Sentinel Group Full time

    Job OverviewSentinel Group is seeking a highly accomplished financial planning professional to join our team. As a key member of our financial planning team, you will be responsible for developing new business and providing fiduciary guidance to our private client group.Your expertise will support all aspects of financial planning, including investment...

  • SOX Consultant

    4 weeks ago

    Troy, United States Diverse Lynx Full time

    8+ Years of Experience Candidate should have sufficient knowledge in designing, auditing, educating on SOX and other regulatory controls (GDPR, CCPA, etc. Ability to operate within audit / governance / regulatory guidelines with near total autonomy. Skill Set - Good understanding and deep knowledge of IT Compliance: IT General controls and SOX. Strong...

  • Customer Success Advocate

    4 weeks ago

    Troy, Alabama, United States Vinventions USA LLC Full time

    Job DescriptionJob Summary:Vinventions USA LLC, a leading global provider of comprehensive wine quality solutions and closures, is seeking an experienced Customer Success Advocate with 3+ years of progressive experience providing excellent customer service in a B2B environment.The Inside Customer Success Advocate is an integral part of the Direct Sales and...

  • Chemical Laboratory Technician

    4 weeks ago

    Troy, Michigan, United States Har-Tru LLC Full time

    Job Title: Junior Chemist/Lab TechnicianReports To: Director of OperationsDirect Reports: NoneEmployment Type: Full-Time, Non-ExemptKey Responsibilities:Develop and Supply High-Quality Coatings: Collaborate with the Chemist to develop and supply high-quality coatings products for the racquet and paddle sports industry.Quality Control and Assurance: Test...

  • Mortgage Loan Originator

    1 month ago

    Troy, Michigan, United States Lend-A-Loan LLC Full time

    Job OverviewLend-A-Loan LLC is a dynamic mortgage company based in Troy, MI, seeking experienced professionals to join our top-performing sales team. As a Mortgage Loan Originator, you'll benefit from a daily influx of fresh leads and cutting-edge technology that empowers you to originate, manage, and close mortgage loans nationwide.Key...

  • Nurse Practitioner

    1 month ago

    Troy, United States Adelphi Medical Staffing, LLC Full time

    Adelphi Medical Staffing, LLC is seeking a skilled Registered Nurse to provide high-quality patient care at a correctional facility in Virginia. Job Summary: As a Registered Nurse, you will be responsible for administering medications, monitoring patients' conditions, and maintaining accurate records. Responsibilities: Administer medications to patients and...

  • Loan Consultant

    2 weeks ago

    Troy, United States Better, Inc. Full time

    Better is reimagining home finance and making it faster, cheaper, and easier for everyone to become a homeowner. We leverage creative technology and innovation to make the home buying journey more approachable and understandable and home finance more affordable and accessible. Here are some interesting facts to help you get to know Better: - We've funded...

  • Mortgage Loan Professional

    4 weeks ago

    Troy, Michigan, United States Lending Force LLC Full time

    Mortgage Loan Officer Job SummaryWe are seeking a highly motivated Mortgage Loan Officer to join our team at Lending Force LLC. As a Mortgage Loan Officer, you will be responsible for assisting clients in securing financing for real estate purchases by understanding their financial needs, guiding them through the application process, and ensuring compliance...

  • Senior Manager

    2 weeks ago

    Troy, MI - 1393 Wheaton Dr, United States Cognizant Full time

    Senior Manager Consulting (Risk & Regulatory Management) Banking & Financial Services Consulting ABOUT US Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build, and run more...

  • Relationship Banker III

    4 weeks ago

    Troy, United States CORNERSTONE COMMUNITY FINANCIAL CREDIT UNION Full time

    Position DescriptionEnsure you read the information regarding this opportunity thoroughly before making an application.The Relationship Banking Specialist III is responsible for building and strengthening relationships with Cornerstone Community Financial Credit Union members and is accountable for discovering, anticipating, and meeting their financial...