Current jobs related to Financial Services Professional - Bethesda, Maryland - Fidelity Investments

  • Financial Services Professional

    1 week ago

    Bethesda, Maryland, United States New York Life - Bethesda, MD Full time

    Unlock Your Future in Financial ServicesAre you a great listener with a talent for crafting effective, analytics-driven strategies? We're looking for a driven, money-minded individual eager to launch a rewarding career as a Financial Services Professional.Join us if you have a passion for building lasting relationships and an interest in financial data,...

  • Financial Services Professional

    2 weeks ago

    Bethesda, Maryland, United States New York Life Full time

    Unlock Your Future in Financial ServicesWe're seeking a driven, money-minded individual to join our team as an Entry-Level Financial Advisor. If you have a passion for building lasting relationships and an interest in financial data, estate planning, business administration, mutual funds, and beyond, we want to hear from you.ResponsibilitiesWork directly...

  • Senior Financial Professional

    2 weeks ago

    Bethesda, Maryland, United States Creative Financial Staffing Full time

    About the Opportunity:Creative Financial Staffing is seeking a highly skilled Senior Accountant to join their team in Bethesda. As a Senior Accountant, you will be responsible for a variety of financial tasks, including general ledger accounting, bank reconciliations, and financial reporting.Key Responsibilities:Post journal entries to the general...

  • Senior Financial Consultant

    1 week ago

    Bethesda, Maryland, United States Prudential Financial Full time

    Unlock Your Potential as a Financial AdvisorPrudential Financial is seeking an experienced financial professional to join our team in the DC Metro area. As a Financial Advisor, you will have the opportunity to work with an existing client base, build a strong client network, and create customized solutions without proprietary product sales requirements.Key...

  • Accounting and Financial Services Professional

    1 week ago

    Bethesda, Maryland, United States GRF CPAs & Advisors Full time

    We are seeking highly motivated and dedicated students to join our audit team at GRF CPAs & Advisors. As a service-minded firm, we value technical excellence, diversity, and fostering an inclusive team atmosphere.Our externship program offers a unique opportunity to gain valuable experience and skills in a dynamic and fast-paced environment.Qualified...

  • Financial Planning and Investments Associate

    2 weeks ago

    Bethesda, Maryland, United States Bluepoint Financial Full time

    Financial Planning and Investments AssociateBluePoint Financial LLC is a rapidly growing Financial Services and Insurance firm seeking a Financial Planning and Investments Associate to join our team. As a key member of our team, you will be responsible for assisting in the service of our growing client base, providing operational support to our Financial...

  • Bilingual Financial Professional

    4 weeks ago

    Bethesda, Maryland, United States New York Life Insurance Company Full time

    Job OpportunityWe are seeking a highly motivated and skilled Bilingual Financial Professional to join our team at New York Life Insurance Company. As a Bilingual Financial Professional, you will have the opportunity to work with clients from diverse backgrounds and provide them with expert financial guidance and advice.Key Responsibilities:Provide financial...

  • Strategic Financial Associate

    5 days ago

    Bethesda, Maryland, United States Strategic Financial Associates, LLC Full time

    Job SummaryStrategic Financial Associates, LLC is seeking a highly skilled Associate Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for managing an existing block of clients, supporting the Financial Advisor in developing and enhancing existing client relationships, and acting as a key point of...

  • Senior Financial Planner

    2 weeks ago

    Bethesda, Maryland, United States Strategic Financial Associates, LLC Full time

    Job Title:Senior Financial PlannerJob Summary:We are seeking a highly skilled Senior Financial Planner to join our team at Strategic Financial Associates, LLC. As a Senior Financial Planner, you will be responsible for managing an existing block of clients and supporting the Financial Advisor in developing and enhancing existing client relationships.Key...

  • Financial Services Advisor

    2 weeks ago

    Bethesda, Maryland, United States New York Life Full time

    Unlock Your Future in Financial ServicesWe're seeking a driven, money-minded individual to launch a rewarding career as an Entry-Level Financial Advisor. If you have a passion for building lasting relationships and an interest in financial data, estate planning, business administration, mutual funds, and beyond, we want to hear from you.ResponsibilitiesWork...

  • Bilingual Financial Professional

    2 weeks ago

    Bethesda, Maryland, United States New York Life Insurance Company Full time

    Job DescriptionAt New York Life Insurance Company, we're seeking a highly motivated and results-driven Financial Services Representative to join our team. As a key member of our sales team, you will be responsible for developing and implementing sales strategies to drive business growth and achieve sales targets.Key Responsibilities:Develop and execute sales...

  • Senior Financial Professional

    2 weeks ago

    Bethesda, Maryland, United States TriSource Staffing Solutions Full time

    Job OverviewTriSource Staffing Solutions is seeking a highly skilled Senior Financial Professional to lead our accounting team.Responsibilities: Full cycle accounting Month end close and reconciling general ledger accounts Posting journal entries Preparing financial reports Maintaining accrual schedules Payroll accrualsRequirements: Bachelor's in Accounting...

  • Financial Services Advisor

    1 week ago

    Bethesda, Maryland, United States New York Life - Bethesda, MD Full time

    Job DescriptionUnlock Your Future in Financial ServicesAre you a great listener with a talent for crafting effective, analytics-driven strategies? We're looking for a driven, money-minded individual eager to launch a rewarding career as an Entry-Level Financial Advisor.Join our team if you have a passion for building lasting relationships and an interest in...

  • Financial Manager

    3 weeks ago

    Bethesda, Maryland, United States Creative Financial Staffing Full time

    Accounting ManagerWe are seeking a highly skilled Accounting Manager to join our client, a dynamic investment firm. This firm specializes in managing a diverse portfolio of assets, including sports-related businesses across the United States. As part of their continued growth and reorganization, they are centralizing their operations and looking for an...

  • Financial Services Budget Analyst

    4 weeks ago

    Bethesda, Maryland, United States Peraton Full time

    Job SummaryWe are seeking a highly skilled Financial Services Budget Analyst to join our team at Peraton. As a key member of our financial operations team, you will play a critical role in driving the success of our Intelligence Planning, Programming, Budget, and Execution Process.Key ResponsibilitiesDevelop and execute comprehensive budgets, ensuring...

  • Financial Services Budget Formulation Specialist

    1 month ago

    Bethesda, Maryland, United States Peraton Full time

    Job SummaryThe Financial Services Budget Formulation Analyst plays a critical role in the customer's organization, contributing to the Intelligence Planning, Programming, Budget, and Execution Process (IPPBE).Key ResponsibilitiesAssume a pivotal role in bolstering the IPPBE processContribute to the formulation of the budgetCollaborate with the customer's...

  • Social Services Professional

    3 weeks ago

    Bethesda, Maryland, United States latitude Full time

    Job Title: Entry-Level Social Worker Location: Gaithersburg MD, Bethesda MD Department: Social Services Reports To: Lead Social Worker / Social Services Manager Employment Type: Full-Time / Part-Time Job Summary: We are seeking a compassionate and dedicated Entry-Level Social Worker to support individuals and families in overcoming challenges...

  • Financial Representative

    2 months ago

    Bethesda, Maryland, United States Fidelity Investments Full time

    {"Job Title: Financial RepresentativeJob Summary: We are seeking a skilled Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will be responsible for providing exceptional client service and building strong relationships with our clients.Key Responsibilities:* Provide personalized service to clients,...

  • Financial Manager

    2 weeks ago

    Bethesda, Maryland, United States Enterprise Holdings Full time

    Enterprise Holdings: Financial Management Career OpportunityJoin Enterprise Holdings, a world-class portfolio of brands and leading provider of mobility solutions worldwide, as a Financial Management professional. Our company is committed to empowering our team members with opportunities for growth and development.About the RoleWe are seeking a highly...

  • Financial Services Budget Execution Analyst

    2 months ago

    Bethesda, Maryland, United States Leidos Full time

    Job SummaryWe are seeking a highly skilled Financial Services Budget Execution Analyst to join our team at Leidos. As a key member of our financial operations team, you will play a critical role in driving the success of our Intelligence Planning, Programming, Budget, and Execution Process.Key ResponsibilitiesDevelop and execute comprehensive budgets,...

Financial Services Professional

2 months ago

Bethesda, Maryland, United States Fidelity Investments Full time
About the Role

Fidelity Investments is seeking a highly skilled Financial Services Professional to join our team. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals.

Key Responsibilities
  • Build and maintain strong relationships with clients to understand their financial needs and goals.
  • Develop and implement personalized financial plans to help clients achieve their objectives.
  • Provide expert advice on investment solutions and retirement plans to meet clients' needs.
  • Collaborate with internal teams to ensure seamless delivery of services to clients.
Requirements
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire.
  • Previous success in building relationships, uncovering needs, and recommending solutions.
  • 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.
What We Offer
  • A competitive total rewards package, including a stable base salary, to recognize associate achievements.
  • Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.
  • A comprehensive benefits package, including comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
About Fidelity Investments

Fidelity Investments is a leading provider of financial services, offering a wide range of investment products and services to individuals, institutions, and financial intermediaries. We are committed to helping our clients achieve their financial goals and live their best lives.