Current jobs related to Financial Consultant - Newport - Fidelity Investments

  • Certified Financial Consultant

    4 weeks ago

    Newport Beach, United States Capstone Partners Financial and Insurance Services (LA) Full time

    Financial ConsultantAt Capstone Partners Financial and Insurance Services, we are looking for a dedicated professional to assist clients in reaching their financial aspirations through tailored, strategic guidance. The ideal candidate will possess a proven history in financial planning and a commitment to fostering enduring client relationships. If you excel...

  • Financial Consultant

    2 weeks ago

    Newport Beach, California, United States Fidelity TalentSource LLC Full time

    Job Overview:Fidelity TalentSource LLC is seeking a highly skilled Financial Consultant to join our team. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals by providing expert advice and guidance on investment strategies and financial planning.Key Responsibilities:Build and maintain strong...

  • Financial Consultant

    3 days ago

    Newport Beach, California, United States Fidelity TalentSource LLC Full time

    Job Description:Fidelity is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will engage with clients to understand their financial goals and provide personalized investment solutions to help them achieve their objectives.The Purpose of Your Role:As a Financial Consultant, you will work closely with clients to...

  • Senior Financial Consultant

    1 week ago

    Newport Beach, United States Charles Schwab Full time

    Unlock Your Potential as a Financial ConsultantAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Financial Consultant, you'll play a critical role in providing wealth management and financial planning advice to our employees, executives, and Board of Directors.Key Responsibilities:Develop and implement...

  • Certified Financial Consultant

    4 weeks ago

    Newport Beach, United States Capstone Partners Financial and Insurance Services (LA) Full time

    Financial AdvisorAt Capstone Partners Financial and Insurance Services, we are committed to guiding clients towards their financial aspirations through tailored and strategic advice. We are in search of a qualified professional with a proven history in financial planning and a dedication to fostering enduring client relationships. If you possess the ability...

  • Financial Consultant

    1 week ago

    Newport Beach, California, United States Fidelity TalentSource LLC Full time

    {"The Opportunity": "Are you looking for a career that allows you to build meaningful relationships with clients and help them achieve their financial goals? As a Financial Consultant at Fidelity, you will have the opportunity to work with a stable industry leader and a business model with an existing client base and institutional feeders of business.", "Key...

  • Financial Protection Specialist

    4 weeks ago

    Newport, United States Meron Financial Agency Full time $150,000 - $200,000

    Job DescriptionJob DescriptionCompany Overview:Join Meron Financial Agency, a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a dynamic team of experts and a client-centric approach, we offer unparalleled opportunities for growth and success.Are you passionate and eager to make a meaningful impact on...

  • Financial Protection Specialist

    4 weeks ago

    Newport, United States Meron Financial Agency Full time $150,000 - $200,000

    Job DescriptionJob DescriptionCompany Overview:Join Meron Financial Agency, a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a dynamic team of experts and a client-centric approach, we offer unparalleled opportunities for growth and success.Are you passionate and eager to make a meaningful impact on...

  • Senior Financial Consultant

    2 weeks ago

    Newport Beach, California, United States Charles Schwab Full time

    Job SummaryCharles Schwab is seeking a highly skilled Senior Financial Consultant to join our team. As a key member of our financial services team, you will be responsible for providing expert financial planning and wealth management advice to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into account...

  • Senior Financial Consultant

    2 weeks ago

    Newport Beach, California, United States Charles Schwab Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Consultant to join our team at Charles Schwab. As a key member of our employee branch, you will be responsible for providing comprehensive wealth management and financial planning advice to our executives and high net worth employees.Key ResponsibilitiesDevelop and implement personalized...

  • Senior Financial Consultant

    1 week ago

    Newport Beach, California, United States Charles Schwab Full time

    About the RoleThis position is part of the employee branch, primarily responsible for providing wealth management and financial planning advice to Schwab's employees, executives, and Board of Directors to meet their financial needs.Comprehensive wealth management and financial planning includes, but is not limited to: retirement planning, education planning,...

  • Financial Planning

    2 months ago

    Newport, United States MassMutual Full time

    Financial Planning & Analysis Consultant - Treasury Full-Time Boston, MA, Springfield, MA, New York, NY or Cincinnati, OH The Opportunity As the Financial Planning & Analysis Consultant, you will work in a fast paced, innovative, and collaborative environment designing and implementing capital management initiatives with a focus on improving quality and...

  • Financial Planning Specialist

    4 weeks ago

    Newport News, Virginia, United States First Command Financial Services Full time

    Position Overview:As a Wealth Management Consultant, you will play a crucial role in guiding clients through their financial journeys. Your expertise will help individuals and families make informed decisions about their financial futures.About Us:At First Command Financial Services, we pride ourselves on our commitment to serving those who serve. Our team...

  • Senior Financial Management Consultant

    3 weeks ago

    Newport News, Virginia, United States Strategic Data Systems (SDS) Full time

    Strategic Data Systems (SDS) is actively looking for a Senior Financial Management Consultant to enhance our team. In this role, you will play a crucial part in delivering financial oversight and support services, ensuring effective tracking of project costs, upholding quality standards, and generating comprehensive financial documentation.Key...

  • Tax Consultant

    2 weeks ago

    Newport News, Virginia, United States Aurora Technologies Full time

    About Aurora TechnologiesWe are a leading provider of financial services, specializing in tax consulting and financial planning. Our team of experts is dedicated to delivering high-quality solutions to individuals and corporations.What We OfferCompetitive CompensationOpportunities for Professional GrowthCollaborative Work EnvironmentState-of-the-Art...

  • Financial Services Consultant

    4 weeks ago

    Newport, New Hampshire, United States Bar Harbor Bank & Trust Full time

    Bar Harbor Bank & Trust provides a competitive compensation package, including medical, dental, vision, and life insurance, paid holidays, a 401(k) plan, paid time off, incentives, and opportunities for continuing education. As an independent community banking institution, Bar Harbor Bank & Trust is dedicated to assisting its customers, employees, and...

  • Sr. VP, Financial Consultant- Newport Beach, CA

    3 weeks ago

    Newport Beach, United States The Charles Schwab Corporation Full time

    This position is part of the employee branch which is primarily responsible for providing wealth management and financial planning advice to Schwab's employees, executives and Board of Directors to meet their financial needs. Comprehensive wealth man Financial Consultant, VP, Financial Planning, Financial, Consultant, Banking

  • Senior Vice President, Financial Consultant

    2 weeks ago

    Newport Beach, California, United States Charles Schwab Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Vice President, Financial Consultant to join our team at Charles Schwab. As a key member of our employee branch, you will be responsible for providing comprehensive wealth management and financial planning advice to our executives and high net worth employees.Key ResponsibilitiesDevelop and...

  • Senior Financial Consultant

    3 days ago

    Newport Beach, United States Charles Schwab Full time

    Job OpportunityThis role is part of the employee branch, responsible for providing wealth management and financial planning advice to Schwab's employees, executives, and Board of Directors. Comprehensive wealth management and financial planning include retirement planning, education planning, investment management, estate planning, equity compensation,...

  • Financial Accountant

    2 weeks ago

    Newport News, Virginia, United States Aurora Ventures Full time

    About Aurora Ventures:We are a dynamic and innovative consulting firm that offers high-quality solutions in the areas of business consulting, tax consulting, and auditing. Our team of experts provides personalized support to our diverse clients, helping them achieve their financial goals.What We Offer:Competitive Compensation PackageFlexible Working Hours...

Financial Consultant

4 months ago

Newport, United States Fidelity Investments Full time

Financial Consultant - Smithfield, RI

Fidelity Investments

Newport, United States Financial Consultant - Smithfield, RI

Fidelity Investments

Newport, United States

Posted 1 day ago

Permanent

Competitive Financial Consultant - Smithfield, RI “Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.”

Abby Johnson | Chairman & CEO Fidelity Investments Job Description:

Phone Financial Consultant

“Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.”

Abby Johnson | Chairman & CEO Fidelity Investments Is it time to explore new challenges in your career?

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 an elite 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 Expertise We’re Looking For

FINRA Series 7 & 63 required prior to hire Series 66 (63/65) and Insurance Licenses preferred or to be obtained upon hire Five years financial services experience, with 3-5 years of sales experience A CFP is helpful; if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The Purpose of Your Role

We work collaboratively with multiple business specialists within a phone center and across a field network, we are building the best possible customer experience to meet the clients' broad range of investment needs. 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 sharp 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 Skills You Bring

You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele Excellent knowledge of investment products Entrepreneurial spirit: experience working independently, within the infrastructure of a large organization Strong technological acumen and comfort with learning how to use new tools Excels in paperless work environment by leveraging technology Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions by using guidance tools and presenting target solutions that motivate customers to take action Extraordinary listening and communication skills, confident public speaking, and group dynamics Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs Our Investments in You

We believe that a holistic approach to life is important. Our are designed to help you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:

Click to hear from a few of our associates about the outstanding benefits Fidelity offers: The Value You Deliver

No longer spending time on cold calls and sourcing new clients, you can make an impact in the lives of your clients through deepening relationships and complex financial planning Your integrity, insights, communication skills and meticulous planning will allow you to deliver the very best service and help customers to reach their retirement goals Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments You are developing existing relationships to retain and increase total assets and profitability How Your Work Impacts the Organization

As the lead for the client management team, you will offer mentorship and personalized financial planning to customers over the phone and help to extend the reach of Fidelity’s brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you’ll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits. While you build relationships here, you will also be building your career We believe in being

#DifferentTogether . Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees. We continuously strive for a

diverse and inclusive

workplace where we

respect

and

value

our associates for their unique perspectives and experiences. Certifications:Certified Financial Planner

/ CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - 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 , 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. 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, , 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 . 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 . We welcome those with experience in jobs such as Senior Accountant, Field Client Relationship Manager, and Accounting Assistant and others in the Accounting and Finance to apply. Boost your career

Find thousands of job opportunities by signing up to eFinancialCareers today.

#J-18808-Ljbffr