Investment Consultant
2 days ago
Fidelity TalentSource LLC is seeking a highly skilled Investment Consultant to join our team. 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 Investment Strategies: Work with clients to understand their financial objectives and develop customized investment plans to help them achieve their goals.
- Provide Expert Investment Advice: Utilize your knowledge of various investment solutions to educate clients on the values and differences of each, and provide recommendations tailored to their individual needs.
- Build and Maintain Client Relationships: Foster strong relationships with clients through proactive outreach, regular communication, and exceptional customer service.
- Stay Up-to-Date on Industry Developments: Stay current on market trends, economic conditions, and regulatory changes to provide clients with the most informed investment advice possible.
- Series 7 & 63 Licenses: Possess Series 7 and 63 licenses, or be able to acquire them quickly upon hire.
- Strong Communication and Interpersonal Skills: Possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Comprehensive Knowledge of Investment Solutions: Have a thorough understanding of various investment solutions, including stocks, bonds, mutual funds, and other investment products.
Fidelity TalentSource LLC offers a competitive total rewards package, including a stable base salary, to recognize associate achievements. We also provide training and development opportunities to help you succeed in your role and advance your career.
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Financial Investment Advisor
1 week ago
New Haven, Connecticut, United States Fidelity TalentSource LLC Full timeJob Overview:Investment ConsultantIn the financial services sector, your goal is to positively influence the financial journeys of your clients. At Fidelity, we prioritize our clients' needs and are dedicated to building meaningful connections. We foster an environment that encourages professional development, flexibility, and support, paving the way for...
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Financial Investment Advisor
1 week ago
New Haven, Connecticut, United States Fidelity TalentSource LLC Full timeJob Overview:Investment ConsultantAs a dedicated professional in the financial services sector, your mission is to enhance the financial well-being of your clients. At Fidelity, we are committed to building lasting relationships with our clients, emphasizing the importance of effective communication. We offer a supportive environment that fosters...
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Financial Investment Advisor
1 week ago
New Haven, Connecticut, United States Fidelity TalentSource LLC Full timeJob Overview:Investment ConsultantIn the financial services sector, your goal is to enhance the financial well-being of your clients. At Fidelity, we are dedicated to our clients and strive to make a meaningful impact. We invite you to be part of a reputable firm that prioritizes effective communication and relationship-building over mere transactions. Our...
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Financial Investment Advisor
1 week ago
New Haven, Connecticut, United States Fidelity TalentSource LLC Full timeJob Overview:Investment ConsultantAs a dedicated professional in the financial services sector, your goal is to enhance the financial well-being of your clients. At Fidelity, we are unwavering in our commitment to our clients. We invite you to be part of a firm that stands as a stable leader in the industry, emphasizing the significance of meaningful...
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Financial Advisory Consultant
1 week ago
New Haven, Connecticut, United States Fidelity TalentSource LLC Full timeJob Overview:Investment ConsultantAs a dedicated professional in the financial services sector, your mission is to enhance the financial futures of your clients. At Fidelity, we are unwavering in our dedication to our clients. We invite you to be part of a firm that stands as a pillar in the industry, where we prioritize meaningful communication over mere...
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Financial Advisory Consultant
2 weeks ago
New Haven, Connecticut, United States Fidelity TalentSource LLC Full timeJob Overview:Investment ConsultantIn the financial services sector, your goal is to enhance the financial well-being of your clients. At Fidelity, we are deeply committed to our clients' success. Join a reputable firm that prioritizes meaningful communication over mere transactions. We foster an environment that encourages professional growth, flexibility,...
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Wealth Management Consultant
2 weeks ago
New Haven, Connecticut, United States National Financial Network Full timeAt National Financial Network, we are experiencing significant growth and are in search of a dedicated financial advisor to enhance our entry-level team. The perfect candidate will possess a strong desire to master the intricacies of financial services essential for proficient wealth management, enabling our clients to realize their financial aspirations....
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Wealth Management Consultant
1 week ago
New Haven, Connecticut, United States National Financial Network Full timeNational Financial Network is seeking a motivated individual to fill the role of a Financial Planning Specialist. This position is ideal for those who are enthusiastic about learning the intricacies of wealth management and are dedicated to assisting clients in reaching their financial aspirations. The successful candidate will possess strong communication...
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Wealth Management Consultant
2 weeks ago
New Haven, Connecticut, United States National Financial Network Full timeNational Financial Network is experiencing significant growth and is seeking a dedicated financial advisor to enhance our entry-level team. The ideal candidate will possess a strong desire to acquire the essential skills in financial services necessary for proficient wealth management, assisting clients in reaching their financial aspirations. Effective...
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Sales Development Representative
5 days ago
New Haven, Connecticut, United States Sunrun Full timeJob SummarySunrun is seeking a highly motivated and results-driven Sales Consultant to join our team. As a Sales Consultant, you will be responsible for generating sales leads and presenting our solar products and services to potential customers in their homes.Key ResponsibilitiesDevelop and implement effective sales strategies to generate leads and...
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Wealth Management Consultant
2 weeks ago
New London, Connecticut, United States First Command Financial Services Full timePosition Overview:As a Wealth Management Consultant, you will play a pivotal role in guiding clients through their financial journeys. This position is ideal for individuals who are passionate about helping others achieve their financial goals.About Us:At First Command Financial Services, we pride ourselves on our commitment to serving our clients with...
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Financial Accounting Supervisor
2 weeks ago
New Haven, Connecticut, United States Creative Financial Staffing Full timeAccounting ManagerReports to: CFO and ControllerOverview: The Accounting Manager is responsible for maintaining the financial records and generating financial statements for various investment entities, corporations, partnerships, and other entities within a family office framework. This role will also assist the Treasury function of the family office and...
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Senior Accounting Supervisor
2 weeks ago
New Haven, Connecticut, United States Creative Financial Staffing Full timeAccounting ManagerReports to: CFO and ControllerOverview: The Accounting Manager is responsible for the preparation of financial records and statements for various investment entities, corporations, partnerships, and other organizations within a family office environment. This role will also provide support to the Treasury function of the family office and...
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Wealth Management Advisor
2 weeks ago
New Haven, Connecticut, United States National Financial Network Full timeJob OverviewOur organization is experiencing significant growth and is in search of a dedicated financial planner to join our entry-level team. The ideal candidate will possess a strong desire to master the financial services industry, essential for effective wealth management, aimed at assisting clients in reaching their financial aspirations.Key...
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Library Collection Operations Coordinator
2 weeks ago
New Haven, Connecticut, United States Yale School of Medicine Full timePosition Overview: The Yale School of Medicine is seeking a dynamic and innovative Central Collection Development Specialist to become a vital member of our Scholarly Communication and Collection Strategy department. This role is pivotal in shaping a comprehensive collection development approach, encompassing responsibilities for managing collection funds,...
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Engineering and Construction Intern
1 month ago
New Haven, Connecticut, United States State of Connecticut Full timeIntroductionAre you passionate about shaping the future of transportation inConnecticut?If so,come join our great team of engineering professionals and make an ImpaCTCurrentstudents in Engineering or Construction Management degree programs are stronglyencouraged to applyThe State of Connecticut, Department of Transportation (DOT) is now accepting...
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**VP, Banking Operations Manager**
16 hours ago
New Haven, Connecticut, United States BankMobile Full timeAbout the Role:We are seeking an experienced Banking Operations Manager to join our team at BankMobile. As a key member of our operations team, you will be responsible for managing the ongoing effort of planning and operations management. Your primary focus will be on leveraging systems, vendors, and personnel to maximize the internal and external customer...
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Lead Tax Consultant
2 weeks ago
New Britain, Connecticut, United States Jebran & Abraham, PC Full timeJob OverviewAbout Our Firm:At Jebran & Abraham, PC, we prioritize more than just financial figures. Our dedicated team is committed to assisting clients in achieving their fiscal objectives with honesty, accuracy, and tailored service. Our goal is to deliver outstanding tax, accounting, and advisory solutions that foster the growth of small to medium...
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Senior Manager of Global Mobility Programs
2 weeks ago
New London, Connecticut, United States Boston Consulting Group Full timeROLE OVERVIEW**This is a Temporary role**The Senior Manager of Global Mobility Programs plays a pivotal role in overseeing and innovating the Global Ambassador initiative. This encompasses both routine operations—such as program promotion, application management, candidate selection, placement coordination, and participant assistance—as well as...
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Senior Manager of Global Mobility Programs
2 weeks ago
New London, Connecticut, United States Boston Consulting Group Full timeROLE OVERVIEW**This is a Temporary role**The Senior Manager of Global Mobility Programs is tasked with overseeing and innovating the Global Ambassador initiative. This encompasses both routine operations (including program promotion, application management, candidate selection, placement, and participant assistance) and enhancement projects for the program....