Financial Consultant
2 weeks ago
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 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 Accounts Payable Clerk, Retail Sales Representative, and Controller and others in the Accounting and Finance to apply.
#J-18808-Ljbffr
-
Principal Coordinator, Security Consultant
5 days ago
Glen Allen, United States Capital One Financial Corp Full timeRespond to incoming security concerns and track outcomes. Monitor a wide network of security alarms and cameras to identify and resolve threats. Synthesize large amounts of information quickly. Create comprehensive records of security-related inciden Security, Consultant, Coordinator, Principal, Operations, Banking
-
Financial Representative
2 weeks ago
Glen Allen, United States Fidelity Investments Full timeJob 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...
-
Client Relations Consultant
4 days ago
Glen Allen, United States CAPITAL CENTER LLC Full timeCapCenter exists to help individuals and families achieve all their homeownership dreams. By optimizing all the buying, selling, and home financing needs in one place, we can provide first-in-class service and one-of-a-kind financial benefit. Our mission is to protect clients during their most important decisions and to make the experience more affordable....
-
Client Relations Consultant
2 weeks ago
Glen Allen, United States CAPITAL CENTER LLC Full timeCapCenter exists to help individuals and families achieve all their homeownership dreams. By optimizing all the buying, selling, and home financing needs in one place, we can provide first-in-class service and one-of-a-kind financial benefit. Our mission is to protect clients during their most important decisions and to make the experience more affordable....
-
Principal Coordinator, Security Consultant
1 week ago
Glen Allen, United States Capital One Full timeKnolls 1 (12034), United States of America, Glen Allen, Virginia Principal Coordinator, Security Consultant This individuals primary responsibility is to carry out day-to-day BAU Security Operation Center activities. This position is responsible for incident intake, incident documentation, critical response communications, monitoring and responding to...
-
Investment Consultant
1 week ago
Glen Allen, United States Fidelity TalentSource LLC Full timeJob 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
3 days ago
Glen Allen, United States Fidelity TalentSource LLC Full timeJob 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...
-
Wealth Management Consultant
2 weeks ago
Glen Allen, United States Fidelity Investments Full timeJob 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...
-
Investments Operations Consultant
2 weeks ago
Glen Allen, United States Fidelity Investments Full timeJob 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...
-
Chief Financial Officer
4 weeks ago
Allen, United States B2BCFO Full timeSeeking An Experienced CFO Are you a driven and entrepreneurial CFO with experience in helping business owners improve their business? Would you like to guide business owners in selling or buying privately held companies? Would you like to be rewarded for your skill and experience? Are you seeking a unique opportunity to control your career while building a...
-
Social Services Assistant
2 weeks ago
Glen Allen, United States Elizabeth Adam Crump Health and Rehab Full timeRequires a Bachelor of science Degree in Social Work General Purpose: The primary purpose is to assist in planning, developing, organizing, implementing, evaluating, and directing our facility's social service programs in accordance with current existing federal, state, and local standards, as well as our established policies and procedures, to assure that...
-
Social Services Assistant
4 weeks ago
Glen Allen, United States Elizabeth Adam Crump Health and Rehab Full timeRequires a Bachelor of science Degree in Social Work General Purpose: The primary purpose is to assist in planning, developing, organizing, implementing, evaluating, and directing our facility's social service programs in accordance with current existing federal, state, and local standards, as well as our established policies and procedures, to assure that...
-
Business Systems Security Administrator
1 month ago
Glen Allen, United States Britech Group, Inc Full timeJob DescriptionJob DescriptionThe Business Systems Security Administrator will be responsible for contributing to Company’s success by supporting their operational and analytical systems, work directly with the Business Systems Analysts to support Company’s application security needs, onboarding, offboarding, and periodic compliance reporting....
-
Counsel, Corporate
2 weeks ago
Glen Allen, United States Atlantic Union Bank Full timePosition Description The Corporate and Transactions Counsel provides legal advice and support on a wide range of corporate, financial, and transactional matters and supports corporate governance activities. The role is highly cross-functional and cross-collaborative, working with multiple stakeholders. Members of the legal team work in an exciting,...
-
Tax Manager
2 weeks ago
Glen Allen, United States Keiter Stephens Hurst Gary & Shreaves PC Full timeJob Description Job Description Keiter Mission: Help people achieve their full potential while pursuing their purpose – at home, at work, and in the community.Keiter Values:Innovation - Collaboration - Accountability - RelationshipsWe have:A large variety of client industries, allowing for diverse day-to-day tax projectsOpportunities for building close...
-
Tax Manager
5 days ago
Glen Allen, United States Keiter Full timeHelp people achieve their full potential while pursuing their purpose – at home, at work, and in the community. Innovation - Collaboration - Accountability - Relationships We have: A large variety of client industries, allowing for diverse day-to-day tax projects Opportunities for building close relationships with your clients An open mind for new ideas...
-
Senior Healthcare Data Analyst
5 days ago
Glen Allen, United States Sentara Full timeCity/State Glen Allen, VA Overview Work Shift First (Days) (United States of America) Job Summary The Healthcare Data Analyst Senior provides data analysis support to the customer by assisting with the development of reports and/or dashboards to monitor program and operational performance. Promotes self-service analytics for customer adoption, understanding...
-
Product Solution Consultant
5 days ago
Allen, United States Jack Henry & Associates Full timeAt Jack Henry, we deliver technology solutions that are digitally transforming and empowering community banks and credit unions to provide enhanced and streamlined user experiences to their customers and members. Our best-in-class products are just the start as we lay the groundwork for the future of digital banking and payments. We hope you’ll join us. We...
-
Senior Healthcare Data Analyst
2 weeks ago
Glen Allen, United States Sentara Healthcare Full timeCity/State Glen Allen, VA Overview Work Shift First (Days) (United States of America) Job Summary The Healthcare Data Analyst Senior provides data analysis support to the customer by assisting with the development of reports and/or dashboards to monitor program and operational performance. Promotes self-service analytics for customer adoption, understanding...
-
Administrative Assistant
4 weeks ago
Glen Allen, United States Veracity Consulting Group Full timeJob DescriptionJob DescriptionVeracity Consulting Group (VCG), an RGP company, is a global, digital consulting firm headquartered in Richmond, Virginia. What started in 2015 as a small group of consultant trailblazers has quickly transformed into a fast-growing firm innovating Fortune 500s that you see today.Our team is made up of technologists, strategists,...