Wealth Management Specialist
3 days ago
We are seeking a highly skilled and experienced Wealth Planner to join our team at Fidelity Investments. As a Wealth Planner, you will be responsible for providing personalized and dedicated financial planning services to our valued clients.
The RoleAs a Wealth Planner, you will be responsible for:
- Providing unbiased wealth planning and investment expertise to clients with significant wealth and complexity
- Using sophisticated planning software to build, analyze, and deliver personalized plans for clients
- Guiding and implementing financial plans into the appropriate solutions based on client goals
- Building deep, trusted, and long-term relationships with clients across generations
To be successful in this role, you will need:
- Demonstrated expertise in financial planning and investment management
- Excellent communication and interpersonal skills
- Ability to work collaboratively across an organization to achieve results
- Strong analytical and problem-solving skills
- Experience with and/or knowledge of behavioral economics and family psychology
As a Wealth Planner at Fidelity Investments, you will have the opportunity to work with a talented team of professionals who are passionate about delivering exceptional client service. You will also have access to a range of resources and tools to help you succeed in your role.
We are committed to creating a work environment that is inclusive, diverse, and supportive of our associates' needs. If you are a motivated and experienced professional who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.
-
Wealth Management Consultant
3 weeks ago
Hartford, Connecticut, United States Lifetime Recruiting Strategies Full timeJoin Our Team as a Wealth Management ConsultantLifetime Recruiting Strategies is on the lookout for experienced sales professionals to enhance our global brand. This is an opportunity to embark on a rewarding career in the financial services sector, with comprehensive training provided.We seek individuals who are not new to the field; this role is designed...
-
Wealth Management Consultant
2 weeks ago
Hartford, Connecticut, United States Lifetime Recruiting Strategies Full timeJoin Our Esteemed TeamAt Lifetime Recruiting Strategies, we pride ourselves on being a premier name in the financial services sector, actively looking for seasoned sales experts to enhance our team.Position Overview:Embark on a rewarding career path in financial sales with us. If you are prepared to elevate your professional journey, we invite you to connect...
-
Wealth Strategist
1 week ago
West Hartford, Connecticut, United States Fidelity TalentSource LLC Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Strategist to join our team at Fidelity TalentSource LLC. As a Wealth Strategist, you will be responsible for providing personalized and dedicated financial planning services to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesDevelop and implement...
-
Wealth Management Financial Consultant
3 weeks ago
West Hartford, Connecticut, United States M&T Bank Full timePosition OverviewThe Wealth Management Financial Consultant serves as a trusted advisor, delivering a comprehensive, advice-driven approach to financial solutions tailored for a designated portfolio of clients.Key Responsibilities:Engage with both new and existing clients to explore investment opportunities and insurance products.Focus on the mass affluent...
-
Wealth Management Consultant
1 week ago
Hartford, Connecticut, United States AmeriLife Full timeAbout the RoleAmeriLife is seeking a dynamic and goal-oriented individual to join our team as a Wealth Management Consultant. This critical role will play a key part in the success of our life insurance distribution strategy to national broker/dealers.Key ResponsibilitiesEstablish and maintain strategic relationships with national, regional, and local...
-
General Surgery Specialist
2 weeks ago
Hartford, Connecticut, United States AMN Healthcare, Inc. Full timeJob Overview & RequirementsTrauma Surgery SpecialistThis healthcare facility is in need of a Trauma Surgery Specialist for temporary staffing support as they seek to address a pressing requirement.Key details and qualifications for this position include:Immediate availability upon credentialing - Ongoing opportunityWork Environment: Hospital...
-
Wealth Empowerment Specialist
3 weeks ago
Hartford, Connecticut, United States The Village for Families & Children Full timePosition Overview Our Commitment: The Village for Families & Children has a longstanding history of supporting families and children in need. Our mission is to foster a community of resilient families that nurture and safeguard children. We offer a comprehensive suite of services, including behavioral health support, early childhood education, youth...
-
Assembly Specialist
3 days ago
Hartford, Connecticut, United States Staff Management SMX Full timeJob Summary:Staff Management SMX is seeking an experienced Assembly Specialist to join our team. As an Assembly Specialist, you will be responsible for assembling parts and components using hand and power tools, reading and interpreting assembly instructions, and performing quality checks to ensure finished products meet specifications.Key...
-
Financial Services Cash Management Specialist
3 weeks ago
Hartford, Connecticut, United States Jobs via eFinancialCareers Full timePosition OverviewWe are seeking a dedicated Cash & Securities Management Consultant to join our dynamic Investment Operations team. In this role, you will play a crucial part in managing transaction processes and supporting the onboarding of new investment managers.Key ResponsibilitiesOversee transaction processing to ensure accuracy and...
-
Wealth Management Advisor
2 weeks ago
Hartford, Connecticut, United States Empower Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Consultant to join our team at Empower. As a Financial Consultant, you will play a critical role in helping our customers achieve their long-term financial goals.Key ResponsibilitiesProvide expert guidance to customers on their retirement savings options, including 401K and IRA...
-
Cytology Specialist
3 weeks ago
Hartford, Connecticut, United States Atlantic Management Resources, Inc Full timeJob OverviewAtlantic Management Resources, Inc is collaborating with a leading laboratory diagnostics organization in search of a skilled Cytology Specialist.This position presents a remarkable opportunity for a qualified Cytology Specialist.Key Responsibilities:Conduct microscopic examinations and provide diagnoses for gynecological and non-gynecological...
-
Project Management Specialist
3 days ago
Hartford, Connecticut, United States Business Knowledge Services Full time{"title": "Project Management Specialist", "content": "Project Management SpecialistAt Business Knowledge Services, we are seeking a skilled Project Management Specialist to join our team. As a key member of our project delivery team, you will be responsible for ensuring the successful execution of projects from initiation to closure.Key...
-
Crowd Management Professional
2 weeks ago
Hartford, Connecticut, United States BEST Crowd Management Full timeAbout the RoleWe are seeking a highly skilled and experienced Event Security Specialist to join our team at BEST Crowd Management. As an Event Security Specialist, you will play a critical role in ensuring the safety and security of attendees, staff, and property at various events.Key ResponsibilitiesPatrol and Monitor assigned areas to deter unauthorized...
-
Contract Management Specialist
4 days ago
Hartford, Connecticut, United States eTeam Full timeAbout the RoleeTeam is seeking a highly skilled Contract Management Specialist to join our Legal and Commercial Services team. As a key member of our team, you will play a crucial role in maximizing value for our clients and our company.Key ResponsibilitiesLeadership/Engagement: Lead/participate in contract management teams on specific projects or accounts,...
-
Patent Management Specialist
3 weeks ago
Hartford, Connecticut, United States Liberty Personnel Services, Inc Full timeJob OverviewPosition: Patent Management SpecialistSalary: $70,000As a Patent Management Specialist, you will oversee and streamline the process of submitting patent applications both domestically and internationally. Your role will involve close collaboration with patent attorneys and inventors to ensure that all required documentation is accurately prepared...
-
Financial Services Specialist
3 weeks ago
Hartford, Connecticut, United States Lifetime Recruiting Strategies Full timeJoin Our Esteemed TeamAt Lifetime Recruiting Strategies, we pride ourselves on being a premier name in the financial services sector, and we are on the lookout for seasoned sales experts to become part of our dynamic team.Position Overview:Embark on a rewarding journey in the realm of financial sales. If you are poised to elevate your career and achieve...
-
East Hartford, Connecticut, United States Global Channel Management Full timeAbout the JobEligibility Determination/Transaction Processing SpecialistJob Summary:Global Channel Management is seeking a highly skilled Eligibility Determination/Transaction Processing Specialist to join our team. As an Eligibility Determination/Transaction Processing Specialist, you will be responsible for determining eligibility and processing...
-
Advisory Risk Oversight Specialist
20 hours ago
Hartford, Connecticut, United States MassMutual Full timeThe OpportunityWe are seeking a highly skilled Advisory Risk Oversight Consultant to join our team in managing investment policies for our firms investment advisory programs. As a key member of our team, you will be responsible for constructing and monitoring investment policy guidelines, providing consultative operational support, and resolving issues for...
-
Transaction Operations Specialist
4 days ago
East Hartford, Connecticut, United States Global Channel Management Full timeJob Summary:Global Channel Management is seeking a highly skilled and detail-oriented Transaction Operations Specialist to join our team. As a key member of our operations team, you will be responsible for processing transactions and performing administrative tasks with accuracy and efficiency.Key Responsibilities:Process all transactions and perform...
-
Advisory Risk Oversight Specialist
17 hours ago
Hartford, Connecticut, United States MassMutual Full timeThe OpportunityWe are seeking a highly skilled Advisory Risk Oversight Consultant to join our team in managing investment policies for our firms investment advisory programs. As a key member of our team, you will be responsible for constructing and monitoring investment policy guidelines, providing consultative operational support, and resolving issues for...