Senior Financial Solutions Advisor
5 days ago
We are seeking a skilled and experienced Senior Financial Solutions Advisor to join our team at Fidelity Investments. In this role, you will work closely with clients to understand their financial goals and objectives, providing personalized solutions and guidance to help them achieve success.
Fidelity offers a comprehensive benefits package, including health insurance, retirement plans, and paid time off. Our company is committed to empowering professional growth, flexibility, and support, enabling long-term success for our employees and clients.
About the RoleIn this position, you will engage face-to-face with customers, offering guidance and personalized planning while helping extend the reach of the firm's brand. We fully support our advisors with an open architecture product platform and top resources in the financial industry.
As a Senior Financial Solutions Advisor, you will be responsible for building relationships with existing clients, uncovering their needs, and recommending solutions. You will also have the opportunity to develop your skills and expertise through training programs and resources provided by Fidelity.
Key Responsibilities- Provide expert advice and guidance to clients on financial planning and investment strategies
- Build strong relationships with existing clients, identifying their needs and delivering tailored solutions
- Develop and maintain knowledge of investment products and services, staying up-to-date on industry trends and developments
- Collaborate with colleagues to share best practices and improve overall client experience
- 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
- Strong communication and interpersonal skills, with the ability to present complex information in a clear and concise manner
- 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
Fidelity offers a competitive salary range of $55,000 - $75,000 per year, as well as a comprehensive benefits package. Our company is committed to empowering professional growth, flexibility, and support, enabling long-term success for our employees and clients.
-
Senior Financial Analyst
2 months ago
Rockville, Maryland, United States Rose Financial Solutions LLC Full timeJob SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at Rose Financial Solutions LLC. As a key member of our finance team, you will be responsible for providing financial analysis and guidance to support business decisions.The ideal candidate will have a strong background in accounting and finance, with a minimum of 3-7 years...
-
Senior Financial Director Position
3 weeks ago
Rockville, Maryland, United States Innovative Computer Solutions Group, Inc Full timeInnovative Computer Solutions Group, Inc. is seeking a highly skilled Senior Financial Director to lead our financial management and operations.As a senior leader in the international development sector, you will play a pivotal role in steering our financial strategy and driving growth.About UsWe are a premier Management Consulting Services and Information...
-
Executive Project Coordinator
5 days ago
Rockville, Maryland, United States PRECISE SOFTWARE SOLUTIONS INCORPORATED Full timeAbout Precise Software Solutions IncorporatedPrecise Software Solutions Incorporated is an innovative small business with a proven track record of delivering quality services and solutions to government organizations.The company serves as a trusted advisor to senior technology executives, helping government agencies enhance and expand their information...
-
Senior Financial Analyst
5 days ago
Rockville, Maryland, United States Edge Staffing Partners Full timeJob DescriptionThis is a permanent, direct hire opportunity with Edge Staffing Partners to work as a Senior Tax Accountant for an industry leader with nation-wide operations.The role will involve managing and working with the external CPA firm and other teams in finance department to request and analyze financial records and reports, ensuring tax payments,...
-
Senior Executive Lead
5 days ago
Rockville, Maryland, United States PRECISE SOFTWARE SOLUTIONS INCORPORATED Full timeCompany OverviewPrecise Software Solutions Incorporated is an innovative small business with a proven track record of delivering quality services and solutions to government organizations. As a CMMI Level 3 company, we serve as trusted advisors to senior technology executives, helping government agencies enhance and expand their information technology...
-
Senior Database Solutions Architect
1 day ago
Rockville, Maryland, United States Nationwide IT Services Full timeNationwide IT Services is seeking a seasoned Senior Database Solutions Architect to lead our government client's database development efforts at the Department of Health and Human Services (HHS). As a key member of our team, you will be responsible for designing, implementing, and maintaining large-scale databases that meet the complex needs of our...
-
Senior Regulatory Compliance Specialist
5 days ago
Rockville, Maryland, United States Financial Industry Regulatory Authority, Inc. Full timeAbout This OpportunityWe are seeking a highly skilled Senior Regulatory Compliance Specialist to join our team at the Financial Industry Regulatory Authority, Inc. (FINRA). As a key member of our organization, you will play a vital role in ensuring that our regulatory programs serve departmental goals and FINRA's mission in an efficient and effective manner.
-
Complex IT Solutions Architect
6 days ago
Rockville, Maryland, United States Seneca Resources Full timeJob DescriptionAs a Complex IT Solutions Architect, you will lead the design, implementation, and delivery of complex ServiceNow solutions. You will work closely with clients to understand their needs and develop scalable solutions that meet their requirements.Key Responsibilities:Solution Design and Architecture:Define requirements, design scalable...
-
Senior ServiceNow Consultant
3 days ago
Rockville, Maryland, United States Seneca Resources Full timeJob OverviewAs a Senior ServiceNow Consultant, you will play a critical role in designing, implementing, and delivering complex ServiceNow solutions. With a focus on bridge-building between high-level architecture and hands-on development, you will drive project success and build strong client relationships.Key Responsibilities:Solution Design and...
-
Highly Experienced Senior IT Professional
5 days ago
Rockville, Maryland, United States Financial Industry Regulatory Authority , Inc. Full timeAbout This RoleWe are seeking a highly skilled and experienced Senior Systems Administrator/Engineer to join our team. As a key member of our technology department, you will play a critical role in ensuring the smooth operation of our data centers and meeting our quality standards.Job SummaryThe successful candidate will work under minimal supervision and...
-
Senior IT Infrastructure Specialist
4 days ago
Rockville, Maryland, United States Stellar Consulting Solutions, LLC Full timeStellar Consulting Solutions, LLC Overview:We are a dynamic and growing consulting firm that specializes in providing expert solutions to businesses across various industries. Our team of highly skilled professionals is dedicated to delivering exceptional results and exceeding client expectations.Job Summary:We are seeking an experienced Data Centre...
-
Senior Test Integration Engineer
18 hours ago
Rockville, Maryland, United States Acquired Data Solutions Full timeJob OverviewAcquired Data Solutions is a leading provider of innovative solutions for the test and measurement industry.Salary and BenefitsWe offer a competitive salary range of $25-$35 per hour, commensurate with experience.Job DescriptionAs a Senior Test Integration Engineer - Hardware/Software, you will play a key role in developing and implementing...
-
Strategic Federal Health IT Program Leader
6 days ago
Rockville, Maryland, United States PRECISE SOFTWARE SOLUTIONS INCORPORATED Full timeAbout Precise Software Solutions IncorporatedPrecise Software Solutions Incorporated, an SBA 8(a) program participant, is a pioneering small business with a proven track record of delivering quality services and solutions to government organizations.As a CMMI Level 3 company, Precise serves as a trusted advisor to senior technology executives, helping...
-
Senior IT Infrastructure Engineer
4 days ago
Rockville, Maryland, United States Dynamic Solutions Technology LLC Full timeWe are seeking a highly skilled Senior IT Infrastructure Engineer to join our team at Dynamic Solutions Technology, LLC.Job OverviewA premier strategic services firm serving commercial and government clients, we provide top-notch IT and service solutions. This role is for a full-time Systems Administrator position supporting a government agency in the...
-
Rockville, Maryland, United States CoreLogic Full timeAt CoreLogic, we're driven by a mission to revolutionize the property industry through innovative solutions. As a leader in property intelligence, we empower our customers with unparalleled precision and insights. Join our team as we strive to create a thriving global property ecosystem.About the RoleThis is an exciting opportunity to shape the go-to-market...
-
Regulatory Attorney
5 days ago
Rockville, Maryland, United States Financial Industry Regulatory Authority , Inc. Full timeAt the Financial Industry Regulatory Authority, Inc., we are seeking a highly skilled and experienced Regulatory Attorney to join our team as an Enforcement Expert. This is a unique opportunity to contribute to the development of our regulatory framework and work closely with senior leaders in shaping the future of financial markets.The successful candidate...
-
Cloud Solutions Architect
5 days ago
Rockville, Maryland, United States Amazon Web Services, Inc. Full timeCompany OverviewAmazon Web Services (AWS) is the world's most comprehensive and broadly adopted cloud platform, pioneering cloud computing and continuously innovating. We empower customers from successful startups to Global 500 companies to power their businesses with our robust suite of products and services.We foster a culture of inclusion through...
-
Financial Planning Specialist
1 week ago
Rockville, Maryland, United States Fidelity Investments Full timeAbout the RoleWe are seeking an experienced Financial Planning Specialist to join our team in building strong relationships with our clients. In this role, you will be responsible for engaging face-to-face with clients, offering guidance and personalized planning, while helping extend the reach of our firm's brand.Key ResponsibilitiesBUILD STRONG...
-
Lead Business Financial Manager
5 days ago
Rockville, Maryland, United States CNSI Full timeJob OverviewAcentra Health is a leading provider of healthcare solutions, empowering better health outcomes through technology, services, and clinical expertise. Our mission is to innovate health solutions that deliver maximum value and impact.We are seeking an experienced Business Finance Director to join our team, who will be responsible for budgeting,...
-
Rockville, Maryland, United States Sodexo Full timeAbout SodexoSodexo is a leading provider of food and facilities management services. We are committed to creating a better world by putting people at the center of everything we do.Job Summary:We are seeking an experienced Finance Expert to join our team as an Accounting Analyst. This role will be responsible for ensuring the completeness and accuracy of the...