Financial Consultant

6 days ago


Wayne, New Jersey, United States Fidelity Investments Full time
Job Overview

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
Requirements
  • 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
What We Offer

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 Investments

Fidelity 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.



  • Wayne, New Jersey, United States Fidelity Investments Full time

    About 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...

  • Financial Consultant

    2 weeks ago


    Wayne, New Jersey, United States Fidelity TalentSource LLC Full time

    About 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...


  • Wayne, New Jersey, United States Fidelity Investments Full time

    Job 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...


  • Wayne, New Jersey, United States Fidelity Investments Full time

    Job 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...


  • Wayne, New Jersey, United States William Paterson University Full time

    Thank you for considering a career opportunity at William Paterson University. Position Overview Under the supervision of the Director of Financial Aid, the Student Financial Support Advisor collaborates with the Senior Associate Director and the Financial Aid Office team to assist students and their families in navigating the complexities of financial aid....


  • Wayne, New Jersey, United States Fidelity Investments Full time

    Job 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...


  • Wayne, New Jersey, United States Coach Full time

    Position Overview: As a key member of our sales team, you will play a vital role in aligning with organizational goals and embodying the values of Coach.Sales Strategy Development: Collaborate with management to devise personalized sales and client engagement strategies.Customer-Centric Approach: Anticipate and fulfill customer needs through innovative and...


  • Wayne, New Jersey, United States MMG Full time

    Job OverviewMMG is seeking dedicated individuals for the role of Marketing and Promotions Representative. This full-time position focuses on direct interactions with our clients, as we believe that personal engagement yields the best results.Our primary goal is to foster management skills and growth, utilizing customer service as a key component for success....


  • Wayne, New Jersey, United States Coach Full time

    Position Overview: The Sales Associate III plays a pivotal role in aligning with the organizational goals and making informed decisions that reflect the core values of the company.Key Responsibilities:Develops personalized sales and client engagement strategies in collaboration with management.Addresses customer needs through innovative and proactive...


  • Wayne, New Jersey, United States Wayne Full time

    Job DescriptionAt Wayne, we're looking for a highly motivated and experienced Assistant General Manager to join our team. As a key member of our restaurant operations team, you will be responsible for creating and maintaining a great guest experience by ensuring that our food is prepared and served in a safe and high-quality manner.Key...


  • Wayne, Pennsylvania, United States Lincoln Financial Full time

    About the RoleWe are seeking a highly skilled Workforce Management Consultant to join our team at Lincoln Financial Group. As a Workforce Management Consultant, you will play a critical role in identifying areas where Desktop Process Automation (DPA) can be utilized, documenting the process in detail, and utilizing the Verint software to build, test, deploy...

  • Loan Sales Consultant

    3 weeks ago


    Wayne, Michigan, United States OneMain Financial Full time

    Position OverviewAt OneMain Financial, our Consumer Loan Sales Specialists play a crucial role in assisting clients by understanding their financial needs and providing access to swift, reliable, and cost-effective funding solutions for various life expenses. This position offers an opportunity to delve into the lending and servicing sector, paving the way...


  • Fort Wayne, Indiana, United States Vestia Personal Wealth Advisors Full time

    Job OverviewAre you a results-driven individual with a strong desire to assist healthcare professionals in reaching their financial goals? If you excel in collaborative environments, take initiative, and enjoy building meaningful relationships, we encourage you to explore opportunities with Vestia Personal Wealth Advisors. We are a growing financial advisory...


  • Wayne, Michigan, United States OneMain Financial Full time

    Position OverviewAt OneMain Financial, our Consumer Loan Sales Specialists play a vital role in assisting clients by understanding their financial needs and providing them with accessible, quick, and reasonable financing options for various life expenses. This position offers an opportunity to gain insights into the lending and servicing industry, paving the...


  • Wayne, Michigan, United States OneMain Financial Full time

    Job OverviewAt OneMain Financial, our Consumer Loan Sales Specialists play a crucial role in assisting clients by understanding their financial needs and providing them with accessible, efficient, and affordable loan options for various life expenses. This position offers a unique opportunity to gain insights into the lending and servicing industry, paving...


  • Wayne, Michigan, United States OneMain Financial Full time

    Position 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, affordable financing solutions for various life expenses. This position offers an opportunity to gain valuable insights into the lending and servicing sector, paving the way...


  • Wayne, Michigan, United States OneMain Financial Full time

    Job 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 learn the intricacies of lending and servicing, paving the way for...


  • Wayne, Michigan, United States OneMain Financial Full time

    Position 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...

  • Financial Consultant

    1 month ago


    Wayne, United States Fidelity TalentSource LLC Full time

    Job 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...


  • Wayne, United States Fidelity TalentSource LLC Full time

    Job 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...


  • Wayne, United States Fidelity TalentSource LLC Full time

    Job 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...


  • Fort Wayne, Indiana, United States Creative Financial Staffing Full time

    Senior Financial AnalystWhat We Appreciate About Creative Financial Staffing:Commitment to Employee Development: Our organization prioritizes investing in its personnel, fostering a nurturing atmosphere that recognizes and cultivates talent. This approach paves the way for significant career growth and advancement opportunities.Forward-Thinking Strategy: The...

  • Senior Tax Consultant

    3 weeks ago


    Fort Wayne, Indiana, United States Creative Financial Staffing Full time

    Creative Financial Staffing is collaborating with a comprehensive financial services provider dedicated to addressing all aspects of financial management. This organization excels in areas such as financial strategy, income optimization, investment guidance, tax advisory, healthcare financing, and estate management.Key Features of This Role:Join a...


  • Wayne, Pennsylvania, United States Charles Schwab Full time

    About the RoleAs a Financial Services Professional at Charles Schwab, you will have the opportunity to learn and grow within our Branch Network at the ground floor. This role provides the exposure and experience required to advance in the challenging space of financial consulting.Key Responsibilities:Build a book of business through proactive, outbound calls...


  • Wayne, United States New York Life Full time

    Job DescriptionJob DescriptionNew York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a sound, long term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life...


  • Wayne, Pennsylvania, United States Lincoln Financial Full time

    About the RoleWe are seeking a highly skilled Strategic Sourcing Manager to join our Procurement Team in a remote environment. As a key member of our team, you will be responsible for developing and executing procurement sourcing strategies for Professional Services categories, including Consulting, Contract Labor, HR, and Finance.Key ResponsibilitiesLead...


  • Wayne, Pennsylvania, United States CNA Financial Corporation Full time

    Job SummaryWe are seeking a highly skilled and experienced Underwriting Consultant to join our team at CNA Financial Corporation. As a key member of our underwriting team, you will be responsible for managing, developing, and analyzing complex books of business, with a focus on private equity middle market underwriting.Key ResponsibilitiesPerform advanced...


  • Wayne, Pennsylvania, United States CNA Financial Corporation Full time

    Job SummaryWe are seeking a highly skilled and experienced Underwriting Consultant to join our team at CNA Financial Corporation. As a key member of our underwriting team, you will be responsible for managing, developing, and analyzing complex books of business, with a focus on private equity middle market underwriting.Key ResponsibilitiesPerform advanced...


  • Fort Wayne, Indiana, United States The Ladders Full time

    Job Title: Senior Financial Analyst - Affiliates FLSA Status: Exempt Job Family: Affiliates Department: Affiliates - Finance Location: Not Remote JOB SUMMARY The Senior Financial Analyst is accountable for the comprehensive oversight of the financial documentation of the company's Affiliates. This role involves supervising and managing the entry of all...


  • Wayne, United States AssetWorks Inc Full time

    Job Summary:The Implementation Consultant will focus on a broad range of software implementation activities, working primarily with external customers but also with internal departments such as product development, quality assurance and customer care. The ideal candidate will have established experience in a similar professional services environment,...