Financial Services Professional
2 weeks ago
We are seeking a highly skilled Financial Services Professional to join our team at Fidelity Investments. As a key member of our Investor Center, you will engage with clients to provide personalized financial planning and investment solutions.
Key Responsibilities- Build and maintain strong relationships with clients to understand their financial goals and objectives.
- Develop and implement comprehensive financial plans to meet clients' needs.
- Provide expert advice on investment solutions and retirement plans.
- Collaborate with internal teams to ensure seamless delivery of services.
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations.
- Previous experience in building relationships and providing financial planning services.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and meet deadlines.
Fidelity Investments offers a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs are designed to help you and your family strike the right balance. We also offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.
Why Join UsAt Fidelity Investments, we believe in empowering our associates to grow and succeed. We offer a supportive and collaborative work environment, with opportunities for professional development and advancement. If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.
-
Financial Professional
1 week ago
South Bend, Indiana, United States Creative Financial Staffing Full timeAbout the Opportunity:Creative Financial Staffing is working with a growing organization to identify a financial professional to help them as their department grows.The company gives employees the freedom to manage their own work flow and ensures that every employee achieves work/life balance.Overview of the Financial Professional Role:Direct month-end...
-
Financial Professional
1 week ago
South Bend, Indiana, United States Creative Financial Staffing Full timeAbout the OpportunityCreative Financial Staffing is working with a growing organization to identify a financial professional to help them as their department grows.The company gives employees the freedom to manage their own work flow and ensures that every employee achieves work/life balance.Overview of the Financial Professional Role:Direct month-end close,...
-
Financial Leader
4 weeks ago
South Bend, Indiana, United States Creative Financial Staffing Full timeJob Title: ControllerAre you a seasoned financial professional looking for a challenging role that leverages your expertise? We're seeking a highly skilled Controller to join our team at Creative Financial Staffing.About the Role:As a Controller, you will be responsible for overseeing financial reporting, managing budgeting and forecasting, ensuring internal...
-
Insurance and Financial Services Professional
4 weeks ago
South Bend, Indiana, United States Calvin Johnson - State Farm Agent Full timeJob OpportunityCalvin Johnson - State Farm Agent is seeking a motivated and career-oriented professional to join their team in South Bend, IN.Job SummaryThis is an exciting opportunity to build and develop customer relationships within the community to promote State Farm products, including auto, home, and life insurance.ResponsibilitiesProvide exceptional...
-
Financial Professional
2 weeks ago
South Bend, Indiana, United States New York Life - Central Oregon Full timeJob DescriptionAre you a leader who has the following traits? Competitive Entrepreneurial Coachable Communicative Self-disciplined AuthenticWe're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it's a career with purpose and opportunity. You'll...
-
Financial Manager
1 month ago
South Bend, Indiana, United States Creative Financial Staffing Full timeFinancial Management ExpertWe are seeking a highly skilled Financial Management Expert to join our team at Creative Financial Staffing. As a key member of our team, you will be responsible for maintaining and reconciling financial statements, monitoring cash flow, and generating insightful financial reports.Responsibilities:Financial Record Management:...
-
Financial Operations Specialist
3 weeks ago
South Bend, Indiana, United States Creative Financial Staffing Full timeJob Title: Financial SpecialistWe are seeking a detail-oriented professional to support the Treasury Division's financial operations. The ideal candidate will handle key tasks, ensuring accurate financial processing and reporting in line with established policies and procedures.Key Responsibilities:Review and process cash receipts, ACH payments, and wire...
-
Financial Manager
1 month ago
South Bend, Indiana, United States Creative Financial Staffing Full timeFinancial Management ExpertWe are seeking a highly skilled Financial Management Expert to join our team at Creative Financial Staffing. As a key member of our team, you will be responsible for maintaining and reconciling financial statements, monitoring cash flow, and generating insightful financial reports.Key Responsibilities:Financial Statement...
-
Financial Record Manager
2 weeks ago
South Bend, Indiana, United States Creative Financial Staffing Full timeJob Title: BookkeeperAs a skilled Bookkeeper, you will be responsible for maintaining and reconciling financial statements with precision, ensuring every transaction is meticulously logged and balanced.Key Responsibilities:Mastering financial records to ensure accuracy and compliance.Monitoring cash flow to maintain a healthy financial position.Generating...
-
Vice President of Financial Operations
4 weeks ago
South Bend, Indiana, United States Creative Financial Staffing Full timeSenior Financial Leadership OpportunityWe are seeking a highly skilled and experienced Vice President of Financial Operations to join our team at Creative Financial Staffing. As a key member of our executive team, you will be responsible for overseeing the financial planning and analysis, budgeting, forecasting, and financial reporting functions.About the...
-
Financial Leadership Position
3 days ago
South Bend, Indiana, United States Creative Financial Staffing Full timeController Role OverviewAre you a finance professional looking for a dynamic and growing company? Creative Financial Staffing is working with a successful manufacturing company to identify a skilled Controller who can make a difference. The ideal candidate will have valuable training, competitive pay, and participation in company events.Key...
-
Financial Operations Manager
1 week ago
South Bend, Indiana, United States Creative Financial Staffing Full timeAbout the Opportunity:Creative Financial Staffing is working with a dynamic manufacturing company to identify a skilled accounting professional who can make a significant impact.Key Responsibilities:Oversee and manage all general ledger activity, reporting systems, and GAAP/IFRS standardsDirect month-end closings, financial reporting, and coordinating of...
-
Financial Operations Specialist
2 weeks ago
South Bend, Indiana, United States Creative Financial Staffing Full timeJob Title: Financial SpecialistLocation: South Bend, Indiana (100% onsite)We are seeking a detail-oriented professional to support the Treasury Division's financial operations. The ideal candidate will handle key tasks, ensuring accurate financial processing and reporting in line with established policies and procedures.Key Responsibilities:Review and...
-
Senior Financial Analyst
4 weeks ago
South Bend, Indiana, United States Creative Financial Staffing Full timeSenior Accountant Job DescriptionWe are seeking a highly skilled Senior Accountant to join our team at Creative Financial Staffing. As a Senior Accountant, you will play a key role in providing financial oversight, ad-hoc reporting, and strategic analysis to support our clients' business objectives.Key Responsibilities:Accounting Policy Development: Research...
-
Senior Financial Analyst
3 weeks ago
South Bend, Indiana, United States Creative Financial Staffing Full timeSenior Accountant Job DescriptionWe are seeking a highly skilled Senior Accountant to join our team at Creative Financial Staffing. As a Senior Accountant, you will play a key role in providing financial oversight, ad-hoc reporting, and strategic analysis to support our clients' business objectives.Key Responsibilities:Accounting Policy Development: Research...
-
Chief Financial Officer
3 weeks ago
South Bend, Indiana, United States Creative Financial Staffing Full timeAbout the OpportunityWe are seeking a highly skilled and experienced VP of Finance and Operations to join our team at Creative Financial Staffing. As a key member of our executive team, you will play a critical role in driving financial decision-making and overseeing the financial operations of our organization.Key ResponsibilitiesOversee a team of 5...
-
South Bend, Indiana, United States Creative Financial Staffing Full timeAre you a finance professional looking for a new challenge? Creative Financial Staffing is working with a dynamic manufacturing company to identify a Controller who can make a significant impact.Key Responsibilities:Oversee and manage all general ledger activity, reporting systems, and GAAP/IFRS standardsDirect month-end closings, financial reporting, and...
-
Insurance Professional
5 days ago
South Bend, Indiana, United States Meron Financial Agency Full timeUnlock Your Potential as a Financial ConsultantMeron Financial Agency is a leading firm committed to empowering individuals and businesses to achieve their financial goals. We're seeking passionate and driven individuals who want to make a meaningful impact on people's lives as financial consultants.Why Choose Us?We offer a client-centric approach,...
-
Sales Professional
5 days ago
South Bend, Indiana, United States The WRS Group - Symmetry Financial Full timeJob DescriptionWe are actively hiring sales professionals to join our team at The WRS Group - Symmetry Financial. Our company is a financial services agency partnered with Symmetry Financial Group, serving clients nationwide in the areas of mortgage protection life insurance, whole life, term life, accidental coverage, retirement planning strategies, and...
-
Chief Financial Officer
4 weeks ago
South Bend, Indiana, United States Creative Financial Staffing Full timeJob Title: VP of Finance and OperationsAre you a seasoned accounting professional looking to take on a leadership role in a dynamic organization? We are seeking a highly skilled VP of Finance and Operations to join our team at Creative Financial Staffing.About the Company:Our client is a well-established, family-owned manufacturing and distribution...