National Licensed Financial Consultant

3 days ago


Roanoke, Virginia, United States Fidelity Investments Full time
About This Role

We are seeking a highly skilled and experienced Financial Services Professional to join our team at Fidelity Investments. As a key member of our Investor Center, you will play a critical role in providing exceptional service and guidance to our clients.

Key Responsibilities
  • Client Relationship Management: Build and maintain strong relationships with existing clients, providing personalized financial planning and investment guidance to help them achieve their goals.
  • Financial Planning and Analysis: Conduct thorough financial analyses to identify clients' needs and develop tailored investment strategies to meet their objectives.
  • Product and Service Offerings: Leverage Fidelity's open architecture platform to provide clients with a comprehensive range of investment products and services.
  • Team Collaboration: Work closely with other business partners to deliver exceptional client experiences and drive business growth.
Requirements
  • FINRA Series 7 & 63: Required prior to hire.
  • Series 65 and/or 66 and state registrations: Required within 3 months of hire.
  • Experience with High Net Worth clients: Proven track record of working with high net worth individuals and families.
  • CFP Certification: Preferred, but not required. Fidelity offers tuition reimbursement for CFP certification.
What We Offer
  • Competitive Compensation and Benefits: A top compensation package with excellent benefits.
  • Professional Development Opportunities: Ongoing training and support to help you grow in your career.
  • Collaborative Team Environment: Work with a well-rounded team of professionals who share your passion for delivering exceptional client service.
About Fidelity Investments

Fidelity Investments is a leading provider of financial services and investment products. We are committed to helping our clients achieve their financial goals through personalized service, innovative products, and a strong commitment to integrity and excellence.



  • Roanoke, Virginia, United States Carilion Clinic Full time

    Transforming Healthcare Through Financial Guidance: At Carilion Clinic, we are dedicated to enhancing the quality of care by fostering a culture of service excellence. As a Financial Counselor, you will play a pivotal role in:Delivering exceptional service to patients and clients.Building and nurturing strong relationships within the healthcare...


  • Roanoke, Virginia, United States Fidelity Investments Full time

    Job OverviewFidelity Investments is seeking a highly skilled Financial Planning Consultant to join our team. As a key member of our financial planning department, you will play a critical role in helping our clients achieve their financial goals.Key ResponsibilitiesConduct Financial Planning Sessions: Work closely with clients to understand their financial...


  • Roanoke, Virginia, United States Fidelity TalentSource LLC Full time

    About the RoleWe are seeking a highly experienced and skilled Vice President to join our team at Fidelity TalentSource LLC. As a Vice President, Business Consulting, you will play a key role in delivering business consulting and practice management insights to our clients and prospective clients.Key ResponsibilitiesDevelop and implement business consulting...


  • Roanoke, Virginia, United States Fidelity Investments Full time

    About the RoleWe are seeking a highly motivated and results-driven Investment Sales Associate to join our team at Fidelity Investments. As an Investment Sales Associate, you will play a critical role in building and maintaining relationships with financial advisor clients, providing them with valuable market insights, investment product overviews, and...


  • Roanoke, Virginia, United States True Find Staffing Full time

    True Find Staffing is seeking a seasoned Financial Operations Manager to take charge of the accounting department and drive its growth alongside the organization. This pivotal role will oversee all corporate accounting activities, financial disclosures, and consolidations, while also delivering sound and substantiated technical accounting advice in...

  • Financial Analyst

    2 weeks ago


    Roanoke, Virginia, United States Roanoke College Full time

    Position Overview:Roanoke College is in search of a dedicated and service-oriented professional to become a vital member of the Accounting team, contributing to the dynamic progress driven by the institution's strategic initiatives. Key Responsibilities:The selected candidate will be tasked with delivering precise and prompt financial services to the College...


  • Roanoke, Virginia, United States The Ladders Full time

    Position OverviewThis role is pivotal in delivering comprehensive treasury solutions to our commercial and business banking clientele. The Treasury Management Officer is tasked with identifying, analyzing, and promoting Treasury Services products to both established business customers and prospective clients. In this capacity, the officer collaborates...


  • Roanoke, Virginia, United States The Ladders Full time

    About The Ladders: Joining The Ladders presents a unique opportunity to be part of a dynamic team. The Ladders collaborates with various financial institutions, including banks, credit unions, and finance companies, to streamline and enhance their operational capabilities. Our extensive suite of solutions encompasses originations, servicing, and analytical...


  • Roanoke, Virginia, United States Roanoke Redevelopment and Housing Authority Full time

    Job OverviewPosition SummaryThe role involves managing and maintaining intricate financial records for both internal and external stakeholders. This position requires collaboration with various organizational levels, addressing complex financial reporting challenges, notifying senior management of any financial system discrepancies, and proposing suitable...


  • Roanoke, Virginia, United States Roanoke Redevelopment and Housing Authority Full time

    Job OverviewPosition SummaryThe role involves the meticulous compilation and management of intricate financial records for both internal and external stakeholders. This position requires engagement with various organizational levels, addressing, investigating, and resolving complex financial reporting challenges, while also notifying senior management of any...


  • Roanoke, Virginia, United States Roanoke Redevelopment and Housing Authority Full time

    Job OverviewPosition SummaryThe role involves managing and maintaining intricate financial documentation for both internal and external stakeholders. This position requires interaction across various organizational levels, addressing and resolving complex financial reporting challenges, notifying senior management of any financial system or control...


  • Roanoke, Virginia, United States ECS Mid-Atlantic, LLC Full time

    Job SummaryWe are seeking an experienced Industrial Hygiene Project Manager to join our team at ECS Mid-Atlantic, LLC. As a key member of our environmental consulting team, you will be responsible for managing projects related to industrial hygiene, hazardous materials, and environmental assessments.Key ResponsibilitiesProject Management: Oversee and manage...


  • Roanoke, Virginia, United States Transparent Financial Full time

    Job OverviewWe are excited to announce an opening for a B2B Sales Specialist. This role is designed for individuals eager to drive their career forward in a dynamic sales environment.About Us:Transparent Financial is a leading organization dedicated to providing financial protection to families against unforeseen health issues and accidents through our...


  • Roanoke, Virginia, United States The Richmond Group USA Full time

    The Richmond Group USA (TRG) is partnering with a prominent client, recognized for its excellence, to identify a talented Senior Financial Analyst who will play a pivotal role in supporting essential Finance and Executive team decisions. This position provides a competitive compensation package along with outstanding benefits and clear opportunities for...


  • Roanoke, Virginia, United States Robinhood Full time

    Become a part of a pioneering fintech organization dedicated to making finance accessible for everyone. Robinhood Markets was established with a fundamental belief: that financial markets should be open to all. With our customers at the forefront of our decisions, Robinhood and its affiliates are working to eliminate barriers and enhance access to financial...

  • Licensed Clinician

    5 days ago


    Roanoke, Virginia, United States Thriveworks Full time

    About the RoleThriveworks is a clinician-founded national private practice group seeking licensed clinicians to provide a mix of telehealth and face-to-face sessions in a supportive and collaborative environment.Key ResponsibilitiesProvide high-quality mental health services to clients, including individual, couples, and family therapy sessionsDevelop and...


  • Roanoke, Virginia, United States Berglund Chevrolet Full time

    Become a Part of Berglund ChevroletWe are on the lookout for enthusiastic individuals to join our ranks as Automotive Sales Consultants. If you possess a love for automobiles, enjoy engaging with clients, and excel in a dynamic setting, this role may be ideal for you.About Our CompanyBerglund Chevrolet is a member of the esteemed Berglund Automotive group,...


  • Roanoke, Virginia, United States ECS Limited Full time

    About the RoleWe are seeking an experienced Industrial Hygiene Project Manager to join our team at ECS Limited. As a key member of our environmental consulting team, you will be responsible for managing projects related to industrial hygiene, hazardous materials, and environmental assessments.Key ResponsibilitiesProject Management: Oversee the planning,...


  • Roanoke, Virginia, United States Reeds Jewelers Full time

    Join Our Team at REEDS JewelersPandora Boutique is excited to invite talented individuals to become part of our sales team. As a proud member of REEDS, our store specializes in offering a wide range of Pandora products, including bracelets, charms, necklaces, and rings.Who We Are Looking For:If you are a motivated sales expert with a genuine passion for...


  • Roanoke, Virginia, United States Fidelity Investments Full time

    About the RoleFidelity Investments is seeking a highly motivated and results-driven Investment Sales Associate to join our team. As an Investment Sales Associate, you will play a critical role in consulting with financial advisor clients to provide valuable market insight, investment product overviews, and portfolio construction ideas to help them achieve...