Current jobs related to Financial Investment Advisor - New Haven, Connecticut - Fidelity TalentSource LLC

  • Financial Services Professional

    4 weeks ago

    New Haven, Connecticut, United States National Financial Network Full time

    Job Title: Licensed Financial AdvisorJoin National Financial Network as a Licensed Financial Advisor and play a vital role in helping individuals and businesses achieve their financial goals.About the Role:We are seeking a highly motivated and experienced Licensed Financial Advisor to join our team in New Haven, CT. As a key member of our team, you will be...

  • Financial Solutions Advisor

    2 weeks ago

    New Canaan, Connecticut, United States Bank of America Full time

    Merrill Financial Solutions Advisor Job DescriptionMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors helps clients pursue their financial goals through personalized advice and guidance.Key...

  • Financial Solutions Advisor

    7 days ago

    New Canaan, Connecticut, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors helps clients pursue their financial goals through personalized advice and guidance.We believe in building long-term relationships with...

  • Senior Investment Accountant

    4 weeks ago

    New Haven, Connecticut, United States Creative Financial Staffing Full time

    Job SummaryWe are seeking a highly skilled Senior Investment Accountant to join our team at Creative Financial Staffing. As a key member of our financial team, you will be responsible for providing expert accounting and financial reporting services to our clients.Key ResponsibilitiesInvestment Accounting and Reporting: Prepare and review financial...

  • Financial Solutions Advisor

    4 weeks ago

    New Milford, Connecticut, United States Bank of America Full time

    Job Title: Financial Solutions AdvisorAt Bank of America, we are committed to helping our clients achieve their financial goals through comprehensive advice and customized solutions. As a Financial Solutions Advisor, you will play a critical role in providing expert guidance to clients, helping them navigate the complexities of financial planning and...

  • Senior Investment Accountant

    4 weeks ago

    New Haven, Connecticut, United States Creative Financial Staffing Full time

    Job Title: Senior Investment AccountantAt Creative Financial Staffing, we are seeking a highly skilled Senior Investment Accountant to join our team. As a key member of our accounting department, you will be responsible for providing financial expertise and support to our clients.Key Responsibilities:Perform daily and monthly processing, reconciliation, and...

  • Senior Investment Accountant

    1 month ago

    New Haven, Connecticut, United States Creative Financial Staffing Full time

    Job Title: Senior Investment AccountantAt Creative Financial Staffing, we are seeking a highly skilled Senior Investment Accountant to join our team. As a key member of our accounting department, you will be responsible for providing financial expertise and support to our investment operations.Key Responsibilities:Perform daily and monthly processing,...

  • Senior Investment Accountant

    1 month ago

    New Haven, Connecticut, United States Creative Financial Staffing Full time

    Senior Investment AccountantWe are seeking a highly skilled Senior Investment Accountant to join our finance team. As a key member of our team, you will be responsible for managing investment accounting and related entities, preparing financial reports, and ensuring compliance with regulatory requirements.Key Responsibilities:Perform daily and monthly...

  • Financial Services Professional

    2 weeks ago

    New Haven, Connecticut, United States National Financial Network Full time

    National Financial Network is seeking a skilled Licensed Financial Advisor to join our team in New Haven, CT. As a key member of our team, you will collaborate with individuals and local businesses to offer financial services and products. Your focus will be on safeguarding assets, promoting financial literacy, and fostering wealth accumulation. You will...

  • Financial Solutions Advisor

    6 days ago

    New Canaan, Connecticut, United States Bank of America Full time

    Job DescriptionMerrill Financial Solutions Advisors work with high-net worth clients to identify their needs, develop relationships, and provide investment recommendations that align with their goals.Key Responsibilities:Leverage technology to achieve business growth goalsProfile activities to determine a client's investor profile and financial resource...

  • Financial Services Representative

    2 weeks ago

    New Haven, Connecticut, United States National Financial Network Full time

    Unlock Your Potential in Financial ServicesWe are seeking a talented and ambitious individual to join our team as an Entry-Level Financial Representative. As a key member of our National Financial Network team, you will play a vital role in helping our clients achieve their financial goals.Key Responsibilities:Develop and implement effective financial...

  • Financial Services Representative

    1 week ago

    New Haven, Connecticut, United States Ameriprise Full time

    Key Responsibilities: Obtain required licenses/credentials within 150 days of hire: FINRA Series 7, Active State Securities Agent Registration, Active IAR Registration, and State Life, Health Insurance, and Variable Products lines. Attend and engage in licensing coaching, as required. Be accountable for making progress within the program's licensing and...

  • Financial Solutions Advisor

    2 weeks ago

    New Milford, Connecticut, United States Bank of America Full time

    Job Title: Financial Solutions AdvisorAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and customized solutions.Job Summary:This role is responsible for providing comprehensive financial planning and advisory services to clients, including investment and banking solutions. The ideal...

  • Senior Financial Consultant

    2 weeks ago

    New Haven, Connecticut, United States National Financial Network Full time

    Job OverviewNational Financial Network seeks a seasoned Licensed Financial Advisor to join our team in New Haven, CT. As a key member of our financial services team, you will collaborate with individuals and local businesses to provide expert financial guidance and support.Key responsibilities include:Developing and implementing personalized financial plans...

  • Financial Controller Assistant

    2 weeks ago

    New Haven, Connecticut, United States Creative Financial Staffing Full time

    Job Title: Assistant ControllerAre you a detail-oriented accounting professional looking for a challenging role in a dynamic family office setting? We are seeking an experienced Assistant Controller to join our team at Creative Financial Staffing.Job Summary:The Assistant Controller will be responsible for preparing accounting records and financial...

  • Financial Controller Assistant

    6 days ago

    New Haven, Connecticut, United States Creative Financial Staffing Full time

    Financial Controller Assistant RoleAt Creative Financial Staffing, we are seeking a highly skilled Financial Controller Assistant to join our team. As a key member of our financial team, you will be responsible for preparing accounting records and financial statements for our investment entities, corporations, partnerships, and other entities in a family...

  • Investment Portfolio Manager

    2 weeks ago

    New Haven, Connecticut, United States NESCO Inc Full time

    Job Title: Investment Advisor RepresentativeOverview: Facilitate sales initiatives and business development opportunities within Asset Advisors on behalf of our proprietary suite of mutual fund investment products. Support additional distribution channels (omnibus, broker-dealer, third-party) as demand dictates. Serve as the main point of contact for inbound...

  • Financial Property Specialist

    1 month ago

    New Haven, Connecticut, United States Creative Financial Staffing Full time

    Property Accountant OpportunityCreative Financial Staffing is seeking a skilled Property Accountant to join our client's Construction & Property Management organization. This is a fantastic opportunity for a Commercial Property Accountant to grow professionally in a cohesive culture with accessible management.Responsibilities:Compile and submit monthly and...

  • Senior Investment Accountant

    1 month ago

    New Haven, Connecticut, United States Aquinas Consulting Full time

    Job Title: Senior Investment AccountantAquinas Consulting is seeking a highly skilled Senior Investment Accountant to join our team. As a Senior Investment Accountant, you will be responsible for the investment accounting for our client, preparing monthly account reconciliations, and performing medium-to-complex level analysis of investment related items.Key...

  • Financial Planning Product Support Specialist

    2 weeks ago

    New Haven, Connecticut, United States RightCapital Full time

    Job DescriptionRightCapital is a cutting-edge financial tech startup providing innovative holistic financial planning software. We were recently recognized as one of Connecticut's Best Fintech companies. Our team is dedicated to helping financial advisors add value to their clients.As a Product Support Specialist, you will work closely with our customers,...

Financial Investment Advisor

2 months ago

New Haven, Connecticut, United States Fidelity TalentSource LLC Full time



Job Overview:



Investment Consultant

As a dedicated professional in the financial services sector, your goal is to enhance the financial well-being of your clients. At Fidelity, we are unwavering in our commitment to our clients. We invite you to be part of a firm that stands as a stable leader in the industry, emphasizing the significance of meaningful communication that fosters connections rather than mere transactions. We support professional growth, flexibility, and a collaborative environment, paving the way for enduring success for both you and our clients.



Your Role's Purpose

In our Investor Center, you will craft tailored financial strategies utilizing a diverse array of products and services, leveraging your sound judgment and extensive product knowledge alongside Fidelity’s advanced planning tools. Rather than focusing on acquiring new clients, your efforts will be directed towards engaging with existing clients and warm leads, allowing you to concentrate on delivering investment solutions and nurturing relationships with a committed local advisor.



Qualifications We Seek
  • Utilizing Fidelity's guidance tools effectively, you will engage in financial planning dialogues by presenting solutions and services that align with client needs.
  • By leveraging technology, you will prepare for and conduct productive one-on-one meetings, ensuring efficient use of the client’s time and planning for follow-up actions.
  • Through proactive outreach, you will cultivate relationships, striving to understand clients' goals and objectives, and referring them to a wealth management partner based on their needs and financial intricacies.
  • Possession of Series 7 & 63 licenses; Series 65 or 66 and relevant state registrations are preferred, or the ability to obtain them swiftly upon hiring.
  • A degree and/or professional certifications such as a CFP are advantageous; if you lack a CFP or degree, our Tuition Reimbursement program can assist you in obtaining one.

The Skills You Bring

  • You possess a thorough understanding of various investment solutions and can effectively educate clients on their benefits and distinctions.
  • Your interpersonal skills and relationship-building abilities are exceptional; you take initiative and consistently exceed expectations.
  • You demonstrate outstanding communication and consultative skills, thriving in a dynamic work environment.


Our Commitment to You

Fidelity’s greatest asset is our people, and we believe in a holistic approach to life. We offer a competitive total rewards package, including a stable base salary, to acknowledge associate achievements. Our benefit programs are designed to help you and your family achieve the right balance. We provide training opportunities in-branch, regionally, nationally, and virtually to support all aspects of your business. You will receive comprehensive training and onboarding to ensure your success.



The Impact You Make

In this position, you will work closely with clients to assist them in making investment decisions that align with their best interests. By effectively navigating Fidelity’s planning and guidance tools and presenting solutions that meet client needs, you will have a lasting influence on their financial futures.



Certifications:

Series 07 - FINRA, Series 63 - FINRA

Company Overview

Fidelity Investments is a privately held organization dedicated to enhancing the financial well-being of our clients. We assist individuals in investing and planning for their futures, support companies and non-profit organizations in providing benefits to their employees, and offer institutions and independent advisors investment and technology solutions to manage their clients' assets.

Our Values

At Fidelity, you will discover numerous opportunities to build a meaningful career that positively impacts lives, including your own. We provide flexible benefits that support you throughout your career journey, empowering you to thrive both professionally and personally. Recognized with a Glassdoor Employees Choice Award, we have been acknowledged by our employees as a top workplace. Our working model combines the advantages of remote work with maximizing in-person collaboration to meet both associate and business needs.

Commitment to Diversity

Fidelity is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to cultivate a culture of inclusion and belonging.

Fidelity will accommodate applicants with disabilities who require adjustments to participate in the application or interview process.