Financial Advisor
4 weeks ago
Are you a motivated and results-driven individual looking to take your career to the next level? Do you have a passion for building strong relationships and providing exceptional customer service? If so, we may have the perfect opportunity for you
About the Role:As a Financial Consultant with Fidelity, you will have the opportunity to work with a diverse range of clients, providing personalized financial planning and investment advice to help them achieve their long-term goals. You will be responsible for building and maintaining strong relationships with clients, identifying their financial needs, and developing tailored solutions to meet those needs.
Key Responsibilities:- Build and maintain strong relationships with clients through regular communication and exceptional customer service
- Conduct financial needs assessments and develop personalized financial plans to meet client goals
- Provide investment advice and recommendations to clients, ensuring they are aligned with their financial objectives
- Stay up-to-date with industry trends and developments, and apply this knowledge to provide clients with the best possible advice
- Work collaboratively with other members of the Fidelity team to ensure seamless delivery of services to clients
- FINRA Series 7 & 63 licenses, with Series 65 or 66 licenses and appropriate state registrations (or ability to acquire Series 65/66 upon hire)
- Previous experience in financial services, with a strong focus on client relationships and financial planning
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
- Strong analytical and problem-solving skills, with the ability to develop and implement effective financial plans
- Ability to work in a fast-paced environment, with a strong focus on meeting deadlines and delivering results
- A competitive salary and bonus structure, with opportunities for career advancement and professional growth
- A comprehensive benefits package, including health insurance, retirement savings, and paid time off
- Opportunities for ongoing training and development, with a focus on staying up-to-date with industry trends and developments
- A collaborative and supportive work environment, with a strong focus on teamwork and client satisfaction
If you are a motivated and results-driven individual with a passion for building strong relationships and providing exceptional customer service, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your qualifications and experience.
-
Financial Services Representative
3 weeks ago
South Bend, Indiana, United States Fidelity TalentSource LLC Full timeJob Description:Financial Services RepresentativeAre you passionate about helping others? Do you want to build a career in financial services? We have an exciting opportunity for a Financial Services Representative to join our team at Fidelity Investments.Key Responsibilities:Support customers with inbound calls and provide exceptional customer...
-
Financial Professional
4 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...
-
Lead Supervisor I
3 weeks ago
South Bend, Indiana, United States Tapestry Full timeJob SummaryThe Lead Supervisor role is a critical part of the store's overall success, modeling the behaviors needed to directly impact all aspects of our Company's business: Sales and Operational Processes. This individual shows exemplary performance behaviors, not only with work performed, but by representing Coach at its highest standards.Key...
-
Human Resources Director
4 weeks ago
South Bend, Indiana, United States Deschutes County Full timeAbout the DepartmentThe Human Resources Department at Deschutes County is responsible for providing leadership and support to the organization in servicing comprehensive human resources functions. Our team is dedicated to providing effective policies, procedures, and people-friendly guidelines to enhance the County's services by supporting operational...
-
Financial Solutions Advisor
4 weeks ago
Bend, Oregon, United States Bank of America Full timeJob DescriptionMerrill Financial Solutions Advisors play a critical role in helping high-net worth clients achieve their financial goals. As a key member of our team, you will be responsible for working with clients to identify their needs, develop relationships, and provide tailored investment recommendations that align with their goals.Key...
-
Financial Services Professional
4 weeks ago
West Bend, Wisconsin, United States LPL Financial Holdings, Inc. Full timeUnlock Your Potential as a Financial AdvisorLPL Financial Holdings, Inc. is seeking a talented Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to work with clients to understand their financial goals and develop personalized investment strategies to help them achieve success.About the RoleThis is a unique opportunity...
-
Senior Financial Consultant
4 weeks ago
South Dakota, United States Prudential Financial Full timeUnlock Your Financial PotentialAt Prudential Financial, we're looking for a skilled Financial Advisor to join our team. As a Senior Financial Consultant, you'll have the opportunity to work with an existing book of clients, helping them achieve their financial goals through our open architecture platform, competitive payouts, and practice building...
-
Financial Success Advisor
9 hours ago
South Jordan, Utah, United States Acquire Wealth Collective LLC Full timeAbout the RoleWe are seeking a highly skilled Financial Success Advisor to join our team at Acquire Wealth Collective LLC.Job OverviewThis is an excellent opportunity for individuals who are passionate about sales and client success. As a Financial Success Advisor, you will play a crucial role in shaping our clients' financial futures.ResponsibilitiesClient...
-
Financial Services Professional
4 weeks ago
West Bend, Wisconsin, United States LPL Financial Holdings, Inc. Full timeUnlock Your Potential as a Financial AdvisorAt LPL Financial Holdings, Inc., we're committed to helping you achieve your career goals and build a successful business. As a Financial Advisor, you'll have the opportunity to work with a diverse client base and provide personalized financial solutions to help them achieve their goals.Key Responsibilities:Develop...
-
Financial Advisor
4 weeks ago
South Dartmouth, Massachusetts, United States Citizens Full timeJob Title: Private Client Financial AdvisorCitizens is seeking a highly skilled Private Client Financial Advisor to join our team. As a key member of our wealth management group, you will be responsible for providing personalized financial planning and investment advice to high-net-worth individuals and families.Key Responsibilities:Develop and implement...
-
Private Client Financial Advisor
4 weeks ago
South Dartmouth, Massachusetts, United States Citizens Full timeAbout the RoleCitizens is seeking a skilled Private Client Financial Advisor to join our team. As a key member of our wealth management group, you will play a critical role in helping individuals and families achieve their financial goals.Key ResponsibilitiesDevelop and implement comprehensive wealth management plans tailored to meet the unique needs of each...
-
Financial Consultant
2 months ago
South Bend, United States Fidelity TalentSource LLC Full timeJob Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
-
Financial Consultant
2 weeks ago
South Bend, United States Fidelity TalentSource LLC Full timeJob Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
-
Associate Wealth Advisor
2 months ago
South Boston, United States Charles Schwab Full timePosition Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s Wealth Advisory team embodies our firm’s commitment to client-centric approach. Schwab Wealth...
-
Insurance Sales Advisor
2 months ago
Bend, United States New York Life - Central Oregon Full timeJob DescriptionJob Description Insurance Agent New York Life Insurance Company Are you a leader who has the following traits?• Competitive• Entrepreneurial• Coachable• Communicative• Self-disciplined• AuthenticIf the answer is yes, consider becoming an insurance agent* to drive positive impact in the lives of families every day. At New York...
-
Travel Advisor
1 month ago
South, United States Luxury Escape by Jaclyn Vehlewald Full time $45,000 - $75,000 per yearJoin Our Team as a Travel AdvisorWe are in search of a dynamic person for a Remote Travel Coordinator position. In this role, you will be tasked with arranging incredible journeys for both corporate and leisure travelers to stunning locations around the globe. This opportunity is ideal for those who have a passion for travel and enjoy assisting others in...
-
Client Advisor
3 months ago
South Pasadena, United States International Search Consultants Full timeClient AdvisorSouth Pasadena, CALos Angeles, CANewport Beach, CA ISC's team of Financial Services Recruiters is partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisor opportunity. They are looking to add key players to their West Coast offices as they continue to grow and expand. The Client Advisor will be...
-
Financial Representative Trainee
4 weeks ago
Big Bend, Wisconsin, United States Mutual of Omaha Full timeUnlock Your Potential in the Financial Services IndustryAre you driven to succeed and eager to launch your career in the financial services sector? Mutual of Omaha is seeking highly motivated individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and knowledge necessary to excel in selling...
-
Financial Support Jr.
1 day ago
south jordan, United States Tailored Management Full timePosition Details Job Title: Financial Support Junior Shift: Standard Business Interviews: TBD Location: South Jordan, UT On-site Pay Rate: $ 19.76Contract Length: 12 Months *Contract Extension or Conversion to FTE based on Performance, Attendance and Business Need* Job Summary:As an Estate & Inheritor Services Specialist, you will play a crucial role in...
-
Financial Support Jr.
5 days ago
South Jordan, United States Tailored Management Full timePosition Details Job Title: Financial Support Junior Shift: Standard Business Interviews: TBD Location: South Jordan, UT On-site Pay Rate: $ 19.76Contract Length: 12 Months *Contract Extension or Conversion to FTE based on Performance, Attendance and Business Need* Job Summary:As an Estate & Inheritor Services Specialist, you will play a crucial role in...
-
Financial Support Jr.
4 days ago
south jordan, United States Tailored Management Full timePosition Details Job Title: Financial Support Junior Shift: Standard Business Interviews: TBD Location: South Jordan, UT On-site Pay Rate: $ 19.76Contract Length: 12 Months *Contract Extension or Conversion to FTE based on Performance, Attendance and Business Need* Job Summary:As an Estate & Inheritor Services Specialist, you will play a crucial role in...
-
Senior Wealth Advisor
3 weeks ago
South Pasadena, California, United States International Search Consultants Full timeJob SummaryWe are seeking a highly skilled Senior Wealth Advisor to join our team at International Search Consultants. As a key member of our Financial Services division, you will be responsible for managing UHNW client relationships and developing new business opportunities.Key Responsibilities:Manage UHNW client relationships with a focus on trust and...
-
Financial Consultant
5 days ago
South Bend, IN, United States Fidelity TalentSource LLC Full timeJob Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...
-
Financial Representative Trainee
2 weeks ago
Big Bend, United States Mutual of Omaha Full timeFinancial Representative Trainee (Sales)--Milwaukee, WI Location: Wisconsin Work Type: Full Time Regular Job No: 503419 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...