Investment Consultant
3 weeks ago
We are seeking a highly skilled Investment Consultant to join our team at Fidelity Investments. As an Investment Consultant, you will play a critical role in helping our clients achieve their financial goals by providing expert investment advice and guidance.
Key Responsibilities- Develop and implement customized financial plans for clients using Fidelity's planning tools and expertise.
- Engage with existing clients and warm leads to provide ongoing investment advice and guidance.
- Utilize Fidelity's guidance tools to present solutions and service offerings that best meet client needs.
- Leverage technology to prepare for and conduct efficient one-on-one appointments with clients.
- Grow relationships with clients through proactive outreach and referrals to wealth management partners.
- Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire.
- Degree and/or other professional certifications such as a CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one.
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We offer 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.
About FidelityFidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@.
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Financial Consultant
1 month ago
Marlton, New Jersey, United States Fidelity Investments Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesProvide personalized financial planning and investment advice to clientsConduct thorough...
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Financial Consultant
2 weeks ago
Marlton, New Jersey, United States Fidelity TalentSource LLC Full timeJob Summary: We are seeking a skilled Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will engage with clients to understand their financial goals and provide personalized investment solutions to help them achieve their objectives. About the Role: This is a unique opportunity to work with a stable industry leader...
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Financial Consultant
4 weeks ago
Marlton, New Jersey, United States Fidelity Investments Full timeJob OverviewFidelity Investments is a leading financial services company that empowers individuals to achieve their financial goals. We are seeking a skilled Financial Consultant to join our team and provide expert guidance to our clients.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their financial needs and...
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Financial Consultant
2 weeks ago
Marlton, New Jersey, United States Fidelity TalentSource LLC Full timeJob Summary: Fidelity TalentSource LLC is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will engage with clients to understand their financial goals and provide personalized investment solutions to help them achieve their objectives. About the Role: This is a unique opportunity to work with a stable industry leader...
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Monetary Strategy and Planning Consultant
4 weeks ago
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Financial Advisor
2 weeks ago
Marlton, New Jersey, United States Fidelity Investments Full timeAbout the RoleWe are seeking a skilled Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals by providing personalized investment advice and guidance.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand...
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Financial Planning Expert
4 weeks ago
Marlton, New Jersey, United States Fidelity Investments Full timeJob OverviewFidelity Investments is a leading financial services company that empowers individuals and businesses to achieve their financial goals. We are seeking a highly skilled Financial Consultant to join our team and provide expert guidance to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans tailored to individual...
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Financial Planning Expert
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Marlton, New Jersey, United States Fidelity Investments Full timeJob OverviewFidelity Investments is a leading financial services company that empowers individuals and businesses to achieve their financial goals. We are seeking a highly skilled Financial Consultant to join our team and provide expert guidance to our clients.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their...
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High Net Worth Financial Services Representative
1 month ago
Marlton, New Jersey, United States Fidelity Investments Full timeExciting Opportunity for a Financial Services Professional in the IndustryWe are seeking a licensed Financial Services Associate in the financial services industry. This role involves enhancing relationships with high-net-worth clients, providing guidance on financial products, and processing monetary requests. The ideal candidate should have a Series 7...
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Wealth Management Service Associate
2 months ago
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Staff Accountant, Audit Specialist
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Marlton, New Jersey, United States Baratz & Associates Full timeAbout Baratz & AssociatesWe are a full-service accounting firm with a strong presence in South Jersey and Fort Washington, PA. Our team of experts provides reliable and accurate tax consulting, audit, and accounting services, as well as management advisory services, estate planning, and business succession planning.Job SummaryWe are seeking a highly...
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Staff Accountant, Audit Specialist
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Premium Client Service Representative
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Marlton, New Jersey, United States Fidelity Investments Full timeJoin Our Team as a Wealth Management Service AssociateWe are looking for a qualified Wealth Management Service Associate to support our high-net-worth clientele. This position focuses on strengthening client relationships, offering insights on financial solutions, and managing monetary requests efficiently. The successful candidate will possess a Series 7...
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Investments Operations Consultant
4 weeks ago
Marlton, United States Fidelity Investments 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...
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Investments Operations Consultant
2 weeks ago
Marlton, United States Fidelity Investments 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...
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Financial Consultant
4 weeks ago
Marlton, United States Fidelity Investments 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...
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Financial Consultant
4 weeks ago
Marlton, United States Fidelity Investments 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...
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Financial Consultant
2 weeks ago
Marlton, United States Fidelity Investments 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...
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Financial Consultant
2 weeks ago
Marlton, 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...
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Financial Representative
4 weeks ago
Marlton, United States Fidelity Investments 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...
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Financial Services Representative
4 weeks ago
Marlton, United States Fidelity Investments 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...
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Wealth Planner
2 weeks ago
Marlton, United States Fidelity Investments 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...