Fidelity TalentSource LLC | Financial Consultant

1 day ago

westwood, United States Fidelity TalentSource LLC Full time
p>
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. 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 onboardingThe 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 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.

  • Fidelity TalentSource LLC | Wealth Management Planning Consultant

    2 days ago

    westwood, United States Fidelity TalentSource LLC Full time

    Job Description:For you, client interactions aren t just transactions. They re relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant. The Expertise We re Looking ForFINRA Series 7 & 63 licensed; Series 65 or 66...

  • Fidelity TalentSource LLC | Wealth Management Planning Consultant

    5 days ago

    westwood, United States Fidelity TalentSource LLC Full time

    Job Description:For you, client interactions aren t just transactions. They re relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant. The Expertise We re Looking ForFINRA Series 7 & 63 licensed; Series 65 or 66...

  • Fidelity TalentSource LLC | Wealth Management Planning Consultant

    1 day ago

    westwood, United States Fidelity TalentSource LLC Full time

    Job Description:For you, client interactions aren t just transactions. They re relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant. The Expertise We re Looking ForFINRA Series 7 & 63 licensed; Series 65 or 66...

  • Financial Consultant

    3 days ago

    Westwood, United States Fidelity TalentSource LLC Full time

    Job Description: Financial ConsultantIf 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

    westwood, 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

    2 days ago

    westwood, 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...

  • Planning Consultant

    2 months ago

    Westwood, United States Fidelity TalentSource LLC Full time

    Job Description:Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client s unique planning needs. Through your integrity and adoption...

  • Wealth Management Planning Consultant

    3 days ago

    westwood, United States Fidelity TalentSource LLC Full time

    Job Description:For you, client interactions aren t just transactions. They re relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant. The Expertise We re Looking ForFINRA Series 7 & 63 licensed; Series 65 or 66...

  • Wealth Management Planning Consultant

    2 days ago

    westwood, United States Fidelity TalentSource LLC Full time

    Job Description:For you, client interactions aren t just transactions. They re relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant. The Expertise We re Looking ForFINRA Series 7 & 63 licensed; Series 65 or 66...

  • Wealth Management Planning Consultant

    3 days ago

    westwood, United States Fidelity TalentSource LLC Full time

    Job Description:For you, client interactions aren t just transactions. They re relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant. The Expertise We re Looking ForFINRA Series 7 & 63 licensed; Series 65 or 66...

  • Wealth Management Planning Consultant

    3 days ago

    Westwood, MA, United States Fidelity TalentSource LLC Full time

    Job Description:For you, client interactions aren t just transactions. They re relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant. The Expertise We re Looking ForFINRA Series 7 & 63 licensed; Series 65 or 66...

  • Wealth Management Planning Consultant

    1 week ago

    Westwood, United States Fidelity Investments Full time

    Job Description:For you, client interactions aren't just transactions. They're relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant.The Expertise We're Looking ForFINRA Series 7 & 63 licensed; Series 65 or 66 licensed...

  • High Net Worth Financial Strategist

    3 weeks ago

    Westwood, California, United States LourdMurray Full time

    At LourdMurray, we are seeking a talented Senior Wealth Manager to join our team of experienced wealth advisors. As a vital collaborative role within our wealth solutions team, you will work closely with our Wealth Advisors to create tailored financial solutions for high net worth clients.This role requires a strong understanding of wealth management...

  • Senior Financial Analyst

    3 weeks ago

    Westwood, United States Eversource Energy Full time

    This is an exciting opportunity to join our Finance Budget & Investment Planning team. We’re looking for a highly motivated Financial/Senior Financial Analyst that can work independently and with accuracy This critical role is responsible for analysis, research, evaluation, and preparation of reports in support of new business opportunities and strategic...

  • Paraplanner

    3 weeks ago

    Westwood, United States Heritage Financial Services, LLC Full time

    Paraplanner Support and assist wealth management teams in their efforts to provide proactive and meticulous personal finance advice. The duties of this position are essential for the wealth management teams to have productive review meetings with clients while making sure clients maintain and improve their financial well-being. The Paraplanner is a...

  • Paraplanner

    3 weeks ago

    Westwood, United States Heritage Financial Services, LLC Full time

    Paraplanner Support and assist wealth management teams in their efforts to provide proactive and meticulous personal finance advice. The duties of this position are essential for the wealth management teams to have productive review meetings with clients while making sure clients maintain and improve their financial well-being. The Paraplanner is a...

  • Wound Care Specialist

    4 weeks ago

    Westwood, New Jersey, United States Healogics, LLC. Full time

    Job DescriptionTransforming Lives through Wound CareAt Healogics, LLC., we are committed to delivering exceptional wound care services that make a meaningful difference in the lives of our patients. As a Wound Care Nurse, you will play a vital role in our mission to provide high-quality care and support to those in need.Key Responsibilities:Provide clinical...

  • Digital Media

    2 weeks ago

    Westwood, United States Heritage Financial Services, LLC Full time

    The Digital Media & Marketing Associate is responsible for creating digital content and leveraging digital marketing channels to promote Heritage Financials' services and brand through our website, social media, email and online advertising.Collaborate with the firm's CMO to develop and execute content marketing strategies to build brand presence, attract...

  • Senior Tax Accountant

    4 weeks ago

    Westwood, California, United States NKSFB Full time

    NKSFB, LLC is a leading business management firm with a strong presence in the Los Angeles and New York City area.We work closely with high-net-worth individuals, large family groups, and family offices to provide sophisticated concierge-style services.Job Title: Senior Tax Accountant Reports To: Tax Manager Department: Tax Your Role: As a Tax Preparer, you...

  • Wound Care Nurse- RN Registered Nurse

    2 weeks ago

    Westwood, United States Healogics, LLC. Full time

    Job DescriptionThe rewards at Healogics are immense, starting with the important work we do to change patients’ lives. We also understand that meaningful work is hard work, and we are committed to supporting and compensating our employees for the tremendous service they provide.Think you are a great fit? Learn more about this role here:Healogics is the...