Financial Advisor
2 weeks ago
We are seeking a skilled Financial Consultant to join our team at Fidelity Investments. As a key member of our Investor Center, you will engage with clients, providing personalized guidance and planning to help them achieve their financial goals.
Key Responsibilities- Build and maintain strong relationships with clients, understanding their needs and providing tailored solutions.
- Develop and implement comprehensive financial plans, leveraging your expertise in investment solutions and retirement planning.
- Collaborate with colleagues to share knowledge and best practices, ensuring exceptional client experiences.
- Stay up-to-date with industry trends and regulatory requirements, maintaining your FINRA Series 7 & 63 licenses and Series 65 or 66 licenses as needed.
Fidelity Investments is committed to supporting your growth and success. We offer a competitive total rewards package, including a stable base salary, and a comprehensive benefits program designed to help you balance your work and personal life.
Requirements- Previous experience in building relationships and providing financial guidance to clients.
- Strong communication and interpersonal skills, with the ability to present complex solutions in a clear and concise manner.
- Ability to work collaboratively as part of a team, with a focus on delivering exceptional client experiences.
- Series 65 or 66 licenses, or the ability to acquire them upon hire.
Fidelity Investments is committed to the highest standards of professionalism and expertise. Our team members hold various certifications, including the Certified Financial Planner (CFP) designation.
-
Financial Consultant
2 weeks ago
South Bend, Indiana, United States Fidelity TalentSource LLC Full timeAbout the RoleFidelity Investments is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will work closely with clients to understand their financial goals and develop personalized investment strategies to help them achieve their objectives.Key ResponsibilitiesProvide financial planning and investment advice to...
-
Financial Consultant
3 weeks ago
South Bend, Indiana, United States Fidelity TalentSource LLC Full time{"The Opportunity": "Are you looking for a career that allows you to make a meaningful impact on people's lives? Do you have a passion for helping others achieve their financial goals? As a Financial Consultant at Fidelity, you will have the opportunity to work with clients to understand their financial needs and develop personalized plans to help them...
-
Financial Consultant
4 weeks ago
South Bend, Indiana, United States Fidelity TalentSource LLC Full time{"The Opportunity": "Are you looking for a career that allows you to build meaningful relationships with clients and help them achieve their financial goals? As a Financial Consultant at Fidelity, you will have the opportunity to work with a stable industry leader and a business model with an existing client base and institutional feeders of business.", "Key...
-
Insurance Sales Professional
2 weeks ago
South Bend, Indiana, United States New York Life - Central Oregon Full timeAbout the RoleWe are seeking a highly motivated and results-driven Insurance Sales Professional to join our team at New York Life. As a Financial Services Representative, you will be responsible for providing exceptional customer service and building strong relationships with clients to help them achieve their financial goals.Key ResponsibilitiesDevelop and...
-
Insurance Sales Consultant
1 month ago
South Bend, Indiana, United States New York Life - Central Oregon Full timeJob OverviewInsurance Consultant at New York Life - Central OregonAre you a driven individual with the following characteristics?• Competitive spirit• Entrepreneurial mindset• Willingness to learn• Strong communication skills• Self-motivated• Genuine personalityIf so, consider a role as an insurance consultant, where you can make a meaningful...
-
Administrative Coordinator
4 weeks ago
South Bend, Indiana, United States Paramount Schools of Excellence Full timeJob SummaryWe are seeking a highly skilled and organized Administrative Assistant to join our team at Paramount Schools of Excellence. The successful candidate will provide exceptional support to our Principal and staff, ensuring the smooth operation of our front office and administrative functions.Key ResponsibilitiesAssist the Principal in managing front...
-
Financial Consultant
3 weeks ago
South Bend, Washington, United States Crimson Industries Full timeUnlock Your Potential as a Financial AdvisorAt Crimson Industries, we're seeking a talented Financial Advisor to join our team. As a Financial Advisor, you'll play a vital role in helping families protect their financial futures and achieve their long-term goals.Key ResponsibilitiesProvide expert financial guidance and advice to clients, helping them...
-
Financial Advisor
2 weeks ago
Big Bend, Wisconsin, United States Citizens Bank - WI Full timeJob OverviewCitizens Bank - WI is seeking an experienced Financial Consultant to join our CB Investments team. As a Financial Consultant, you will play a key role in helping clients achieve their financial goals through personalized investment and insurance strategies.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking...
-
Financial Services Representative/Financial Advisor
5 months ago
South Windsor, United States The Moody Street Group, LLC Full timeThe Moody Street Group Financial Services Representative/Financial Advisor The Moody Street Group , a general agency of the Companies of OneAmerica ®, works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in attaining financial objectives by providing a broad range of...
-
Career and Financial Advisor
3 weeks ago
Saugerties South, New York, United States Spectrum Dynamics Full timeA Meaningful Career OpportunityAt Spectrum Dynamics, we are seeking a highly motivated and dedicated individual to join our team as a Trainee Career and Financial Consulting. This four-month trainee program offers a unique opportunity to learn the fundamentals of being a self-employed financial advisor and develop financial concepts to assist people in...
-
Financial Consultant
4 weeks ago
South Bend, Washington, United States Crimson Industries Full timeAbout the RoleWe are seeking a highly skilled Financial Advisor to join our team at Crimson Industries. As a key member of our organization, you will play a vital role in providing expert financial guidance to our clients.Key ResponsibilitiesDevelop and implement personalized financial plans to help clients achieve their long-term goals.Conduct thorough...
-
Cashier/Wire Operator I
4 months ago
South Bend, United States Stifel Financial Full time** Cashier/Wire Operator I - Part-time** **Job Category****:** BRANCH OFFICE SUPPORT **Requisition Number****:** CASHI04345 Showing 1 location **Job Details** **Description** ***SUMMARY*** Under moderate supervision, processes checks and securities coming into and going out of the branch. Processes Financial Advisor-directed orders for customer accounts....
-
Financial Services Advisor
3 weeks ago
Bend, United States Farmers Insurance Full timeFARMERS® FINANCIAL SERVICES AGENT OPPORTUNITY Over the 90-year history, Farmers Insurance® has shown an unwavering commitment to helping the customers they are privileged to serve. This includes helping customers be smarter about life insurance and financial services through the Farmers® Financial Services Agent (FSA) program. ABOUT THE OPPORTUNITY...
-
Financial Services Advisor
3 weeks ago
Bend, United States Farmers Insurance Full timeFARMERS® FINANCIAL SERVICES AGENT OPPORTUNITY Over the 90-year history, Farmers Insurance® has shown an unwavering commitment to helping the customers they are privileged to serve. This includes helping customers be smarter about life insurance and financial services through the Farmers® Financial Services Agent (FSA) program. ABOUT THE OPPORTUNITY...
-
Senior Retirement Financial Advisor
2 weeks ago
South Park Township, Pennsylvania, United States Golden Reserve LLC Full timeJoin Our Team of Financial ExpertsAt Golden Reserve LLC, we're on a mission to revolutionize the financial industry for retirees. We're not just looking for anyone - we're seeking experienced professionals who share our passion for delivering exceptional service and results.Our Unique ApproachWe've built a company that combines legal, tax, and finance under...
-
Senior Retirement Financial Advisor
2 weeks ago
South Park Township, Pennsylvania, United States Golden Reserve LLC Full timeJoin Our Team of Financial ExpertsAt Golden Reserve LLC, we're on a mission to revolutionize the financial industry for retirees. We're not just looking for anyone - we're seeking experienced professionals who share our passion for delivering exceptional service and results.Our Unique ApproachWe've built a company that combines legal, tax, and finance under...
-
Financial Services Representative
2 months ago
South Bend, 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...
-
Financial Consultant
1 month ago
South Bend, 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...
-
Financial Consultant
2 months ago
South Bend, 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 Consultant
3 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
4 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...
-
Financial Consultant
2 weeks ago
South Bend, 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 Consultant
4 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
4 weeks 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
3 weeks 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...
-
Financial Services Consultant
1 month ago
Jos South, Plateau State, United States Bankers Life Full timeAre you motivated by a competitive earnings potential? Is achieving your financial goals and helping others to do the same a priority for you? Whether you are starting your journey in insurance sales or are a seasoned financial expert aiming to enhance your career, becoming part of Bankers Life can elevate your professional journey.Make a positive impact in...