Financial Consultant
6 days ago
Fidelity Investments is a leading financial services company that empowers individuals and institutions to achieve their financial goals. We are seeking a skilled Financial Consultant to join our team and provide expert guidance to our clients.
Key Responsibilities- Build and maintain strong relationships with clients to understand their financial needs and goals
- Develop and implement personalized financial plans to help clients achieve their objectives
- Provide expert advice on investment strategies and products to help clients grow their wealth
- Stay up-to-date with market trends and regulatory changes to ensure clients receive the best possible advice
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
- Strong communication and interpersonal skills to effectively engage with clients
- Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines
- Strong analytical and problem-solving skills to develop and implement effective financial plans
Fidelity Investments offers a competitive total rewards package, including a stable base salary, to recognize associate achievements. We also offer training and development opportunities to help you grow your career and achieve your goals.
About Fidelity InvestmentsFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
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Financial Consultant
7 days ago
Wayne, 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 be responsible for providing expert financial guidance and personalized planning to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesBuild and maintain...
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Financial Consultant
2 weeks ago
Wayne, New Jersey, United States Fidelity TalentSource LLC Full timeAbout the RoleFidelity TalentSource LLC is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will be responsible for providing expert financial guidance and planning to our clients, helping them achieve their long-term financial goals.Key ResponsibilitiesBuild and maintain strong relationships with clients, understanding...
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Financial Consultant
5 days ago
Wayne, 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
5 days ago
Wayne, 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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3 weeks ago
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Monetary Strategy and Planning Consultant
2 weeks ago
Wayne, New Jersey, United States Fidelity Investments Full timeJob OverviewFidelity Investments is a leading financial services company that provides a range of investment and planning solutions to individuals, businesses, and institutions. We are seeking a highly skilled Monetary Strategy and Planning Consultant to join our team.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking...
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Consumer Loan Sales Consultant
3 weeks ago
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Consumer Lending Sales Consultant
3 weeks ago
Wayne, Michigan, United States OneMain Financial Full timePosition OverviewAt OneMain Financial, our Consumer Loan Sales Specialists play a crucial role in assisting clients by understanding their financial needs and providing access to prompt, friendly, and affordable financing solutions for various life expenses. This position offers an opportunity to gain comprehensive knowledge of the lending and servicing...
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Financial Consultant
1 month ago
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Financial Consultant
7 days ago
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Financial Consultant
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