Wealth Management Consultant

1 week ago

Ashburn, United States CFA Institute 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 ourbenefit programsare designed to help you and your family strike the right balance. 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 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 Retail Sales Representative, Billing, Cost, and Rate Clerk, and Staff Accountant and others in the Accounting and Finance to apply. #J-18808-Ljbffr

  • Wealth Management Consultant

    4 weeks ago

    Ashburn, United States Fidelity Investments 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...

  • Digital Consulting Manager

    4 weeks ago

    Ashburn, United States Visa Full time

    Company Description Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure...

  • E-Learning Consultant

    2 days ago

    Ashburn, Virginia, United States Anthony J.P. Scire Full time

    About Anthony J.P. ScireWe are a renowned global company celebrated for excellence in Personal Development Leadership and Wealth Creation through our educational products and events.Our diverse team includes professionals from various backgrounds such as coaches, personal trainers, educators, tradespeople, corporate sales experts, HR executives, healthcare...

  • Leasing Consultant

    6 days ago

    Ashburn, Virginia, United States Klingbeil Capital Management Full time

    Job OverviewKlingbeil Capital Management is a dynamic organization that values experience and community building. As a Leasing Consultant, you will play a crucial role in creating vibrant and engaging communities for our residents.Key ResponsibilitiesDevelop and maintain relationships with prospects, providing them with informative and convincing information...

  • Senior Manager, Payment Solutions, Consulting

    6 days ago

    Ashburn, Virginia, United States Visa Full time

    Job DescriptionCompany OverviewVisa is a leading global payments technology company, facilitating over 259 billion transactions annually across 200 countries and territories. Our mission is to empower individuals, businesses, and economies through innovative, secure, and reliable payment solutions.Job SummaryWe are seeking a highly experienced Director to...

  • Wealth Planner

    3 weeks ago

    Ashburn, United States Fidelity Investments 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...

  • Wealth Planner

    1 month ago

    Ashburn, United States Fidelity Investments 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...

  • Investment Consultant

    1 week ago

    Ashburn, 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...

  • Insurance Sales Consultant

    2 weeks ago

    Ashburn, Virginia, United States Alchemy Financial Group Full time

    Overview of the Insurance Sales Consultant Role We are looking for a driven and ambitious individual to fill the position of Insurance Sales Consultant at Alchemy Financial Group. In this role, you will be tasked with marketing insurance policies to clients, managing claims, and overseeing policy renewals. The ideal candidate will possess outstanding...

  • Senior Consultant, Client Relationship Management

    2 weeks ago

    Ashburn, Virginia, United States Visa Full time

    Company OverviewVisa stands as a global frontrunner in payment solutions and technology, facilitating over 259 billion secure transactions annually across more than 200 nations and territories.Our vision is to unify the world through the most innovative, convenient, reliable, and secure payment network, empowering individuals, businesses, and economies to...

  • CloudHQ - Senior Electrical Systems Manager

    2 weeks ago

    Ashburn, Virginia, United States CloudHQ LLC Full time

    Position Type: Full-timeAbout Us: At CloudHQ, our mission is to deliver adaptable, efficient, and robust data center solutions tailored for businesses of all sizes. Our organization, established by a trailblazer in the data center REIT sector, boasts cutting-edge data center facilities across multiple global locations.Role Overview: The Senior Electrical...

  • Senior Consultant, IT GRC

    3 months ago

    Ashburn, United States Infinitive Inc Full time

    Job DescriptionJob Description*Candidates must be local to the Washington D.C. metro area. About Infinitive:Infinitive is a data and AI consultancy that enables its clients to modernize, monetize and operationalize their data to create lasting and substantial value. We possess deep industry and technology expertise to drive and sustain adoption of new...

  • Senior Consultant, IT GRC

    3 months ago

    Ashburn, United States Infinitive Full time

    *Candidates must be local to the Washington D.C. metro area. About Infinitive:Infinitive is a data and AI consultancy that enables its clients to modernize, monetize and operationalize their data to create lasting and substantial value. We possess deep industry and technology expertise to drive and sustain adoption of new capabilities. We match our people...

  • Senior Consultant, IT GRC

    3 months ago

    Ashburn, United States Infinitive Full time

    *Candidates must be local to the Washington D.C. metro area. About Infinitive:Infinitive is a data and AI consultancy that enables its clients to modernize, monetize and operationalize their data to create lasting and substantial value. We possess deep industry and technology expertise to drive and sustain adoption of new capabilities. We match our people...

  • Senior Consultant, IT GRC

    3 months ago

    Ashburn, United States Infinitive Inc Full time

    Job DescriptionJob Description*Candidates must be local to the Washington D.C. metro area. About Infinitive:Infinitive is a data and AI consultancy that enables its clients to modernize, monetize and operationalize their data to create lasting and substantial value. We possess deep industry and technology expertise to drive and sustain adoption of new...

  • Membership Consultant

    3 weeks ago

    Ashburn, United States The Fitness Equation Full time

    Job DescriptionJob DescriptionThe Fitness Equation is seeking an Membership Consultant to help with sales and new business development. The Membership Consultant reports to the Membership Director and/or Assistant Membership Director.Responsibilities:Provide world class customer service during daily interaction with members, guests, and staff.Developing new...

  • Consultant, Technology

    2 weeks ago

    Ashburn, United States Infinitive Inc Full time

    Job DescriptionJob DescriptionAbout InfinitiveInfinitive is a data and AI consultancy that enables its clients to modernize, monetize and operationalize their data to create lasting and substantial value. We possess deep industry and technology expertise to drive and sustain adoption of new capabilities. We match our people and personalities to our...

  • Splunk Core Consultant

    2 weeks ago

    Ashburn, United States RavenTek Inc. LLC Full time

    Job Title: Splunk Core Consultant Department: Operations - Bench Reports To: RavenTek Program Manager Location: Ashburn, VA with Flexibility for Telework Schedule: Monday - Friday Hours: Full-time, 40-hours/week FLSA Status: Exempt Position Summary The Splunk Core Consultant is responsible for the design, development, and implementation of the Splunk...

  • Director, Processors, Visa Consulting

    3 weeks ago

    Ashburn, United States Visa Full time

    Company Description Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure...

  • Senior Consultant Financile Dienstverlening

    4 days ago

    Ashburn, United States Turner Nederland Full time

    Senior Consultant Financile Dienstverlening Wil jij echt impact maken binnen de Financile Dienstverlening? Turner is op zoek naar een Senior Consultant voor uitdagende vraagstukken bij toonaangevende opdrachtgevers. Strategische opdrachten, waarin je op alle niveaus impact maakt en mensen in beweging krijgt. Ben jij die trekker die echte doorbraken...