Current jobs related to Investment Solutions Representative - Paramus, New Jersey - Fidelity Investments

  • Investment Consultant

    2 weeks ago

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

    Job Description:You will work with clients to help them make informed investment decisions that align with their financial goals. As a Financial Services Professional at Fidelity, you will utilize our planning and guidance tools to present and implement solutions that meet the client's needs.The Purpose of Your RoleIn this role, you will develop customized...

  • Investment Consultant

    2 weeks ago

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

    Job Summary:Fidelity TalentSource LLC is seeking a skilled Investment Consultant to join our team. As an Investment Consultant, you will work directly with clients to help them make informed investment decisions that align with their financial goals.About the Role:In this role, you will be responsible for developing and implementing customized financial...

  • Investment Operations Specialist

    2 weeks ago

    Paramus, New Jersey, United States Fidelity Investments Full time

    Job OverviewFidelity Investments is a leading financial services company that empowers individuals and institutions to achieve their financial goals. We are seeking a highly skilled Investment Operations Consultant to join our team.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their financial needs and provide...

  • Financial Representative

    2 weeks ago

    Paramus, New Jersey, United States Fidelity Investments Full time

    Job Description:We are seeking a highly skilled and motivated Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will play a vital role in building strong relationships with our clients and delivering exceptional financial services.The Expertise We're Looking For:Customer service, phone, or financial...

  • Investment Consultant

    1 week ago

    Paramus, New Jersey, United States Charles Schwab Full time

    Unlock Your Potential as an Investment Consultant at Charles SchwabAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development mean you'll get the tools you need to make a positive difference in the finance industry.As an Investment Consultant, you'll...

  • Financial Representative

    2 weeks ago

    Paramus, New Jersey, United States Fidelity Investments Full time

    Job Title: Financial RepresentativeAre you looking for a career that offers stability, growth opportunities, and a chance to make a positive impact on people's lives? Look no further than Fidelity Investments!About the RoleAs a Financial Representative, you will be responsible for providing personalized financial planning and investment advice to our...

  • Financial Solutions Advisor

    2 weeks ago

    Paramus, New Jersey, United States Bank of America Full time

    Job Title: Financial Solutions AdvisorAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and customized solutions.Job Summary:This role is responsible for providing comprehensive financial planning and investment advice to clients, helping them to achieve their short and long-term financial...

  • Financial Services Representative

    2 weeks ago

    Paramus, New Jersey, United States Fidelity Investments Full time

    About the RoleAre you a motivated and customer-focused professional looking to build a rewarding career in financial services? We're seeking a talented Financial Services Representative to join our team at Fidelity Investments.Key ResponsibilitiesDevelop and maintain strong relationships with clients, providing personalized financial planning and investment...

  • Financial Solutions Advisor

    2 weeks ago

    Paramus, New Jersey, United States Bank of America Full time

    Job Title: Financial Solutions AdvisorAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and customized solutions.Key Responsibilities:Provide comprehensive financial planning and investment advice to clientsDevelop and implement tailored investment strategies to meet clients' financial...

  • Financial Solutions Advisor

    2 weeks ago

    Paramus, New Jersey, United States Bank of America Full time

    Job Title: Financial Solutions AdvisorAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.As a Financial Solutions Advisor, you will play a critical role in providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.Your key...

  • Investment Consultant

    4 days ago

    Paramus, New Jersey, United States Charles Schwab Full time

    About the Role:We are seeking a highly motivated and detail-oriented Investment Consultant to join our Branch Network team at Charles Schwab. As an Investment Consultant, you will have the opportunity to learn and grow within our organization, working closely with our skilled Financial Consultants to deliver unparalleled value and service to our clients.Key...

  • Financial Solutions Advisor

    3 days ago

    Paramus, New Jersey, United States Bank of America Full time

    **Job Summary:**At Bank of America, we are seeking a skilled Financial Solutions Advisor to join our team. As a key member of our organization, you will be responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.**Key Responsibilities:**Triage client leads and make referrals to business...

  • Financial Solutions Advisor

    1 week ago

    Paramus, New Jersey, United States Bank of America Full time

    Job Title: Financial Solutions AdvisorJob Summary:Bank of America is seeking a Financial Solutions Advisor to provide comprehensive advice and customized solutions to clients to help them achieve their financial goals. The ideal candidate will have a strong understanding of investment products and services, as well as excellent communication and...

  • Investment Consultant

    4 days ago

    Paramus, New Jersey, United States Charles Schwab Full time

    About the Role:As an Investment Consultant at Charles Schwab, you will have the opportunity to learn and grow within our Branch Network. This role provides the exposure and experience required to advance in the finance industry.Key Responsibilities:Build a book of business through proactive, outbound calls to existing Schwab clients.Uncover opportunities...

  • Financial Solutions Advisor

    4 days ago

    Paramus, New Jersey, United States Bank of America Full time

    Job Title: Financial Solutions AdvisorJob Summary:Bank of America is seeking a Financial Solutions Advisor to provide comprehensive advice and customized solutions to clients to help them achieve their financial goals. The ideal candidate will have a strong understanding of financial planning and investment strategies, as well as excellent communication and...

  • Financial Representative

    3 weeks ago

    Paramus, New Jersey, United States Fidelity Investments Full time

    About the RoleFidelity Investments is seeking a highly skilled and motivated Financial Representative to join our team. As a Financial Representative, you will play a key role in building and maintaining strong relationships with our clients, providing them with expert financial guidance and advice.Key ResponsibilitiesDevelop and maintain a deep...

  • Financial Solutions Advisor

    5 days ago

    Paramus, New Jersey, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.We're devoted to being a diverse and inclusive workplace for everyone.We hire...

  • Financial Representative

    3 days ago

    Paramus, New Jersey, United States Northwestern Mutual Full time

    Job DescriptionAt Northwestern Mutual, we are seeking a highly motivated and results-driven individual to join our team as a Financial Representative. As a Financial Representative, you will have the opportunity to build a successful career in financial services, working with clients to help them achieve their financial goals.Key Responsibilities:Prospect,...

  • Financial Representative

    2 weeks ago

    Paramus, New Jersey, United States Fidelity Investments Full time

    Job Description:As a Financial Representative at Fidelity Investments, you will play a key role in building strong relationships with clients and contributing to the success of our branches. Your expertise in customer service, phone, or financial services will serve as a solid foundation for this role. We offer a competitive total rewards package, including...

  • Guest Services Representative

    4 weeks ago

    Paramus, New Jersey, United States Disability Solutions Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Guest Services Representative. As a key member of our store team, you will be responsible for providing exceptional customer service, ensuring a seamless shopping experience, and driving sales growth.Key ResponsibilitiesProvide outstanding customer service,...

Investment Solutions Representative

2 months ago

Paramus, New Jersey, United States Fidelity Investments Full time

Client Financial Advisor

We are looking for a Client Financial Advisor to become a vital part of our team at Fidelity Investments. In this essential role, you will directly influence client interactions and contribute to the overall success of our branch. Your responsibilities will include connecting with clients, recognizing potential opportunities, and advocating for technological advancements. We provide extensive training and resources to ensure your success in this role.

The Ideal Candidate Will Possess:

  • A background in customer service or finance
  • Excellent interpersonal and organizational abilities
  • Capability to prioritize and manage multiple tasks effectively
  • A commitment to ongoing learning and personal development

Why Choose Fidelity Investments:

At Fidelity Investments, we prioritize the growth and development of our employees. We offer competitive salaries, comprehensive benefits, and continuous training opportunities. As a Client Financial Advisor, you will be instrumental in guiding our clients towards achieving their financial aspirations.