Financial Consultant
1 week ago
Fidelity 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 Responsibilities- Build and maintain strong relationships with clients to understand their financial needs and goals
- Develop and implement personalized investment plans to help clients achieve their objectives
- Provide expert advice on investment products and services to clients
- 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
- Previous experience in financial services or a related field
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment and meet deadlines
Fidelity Investments offers a competitive compensation package, including a stable base salary, bonuses, and comprehensive benefits. We also provide ongoing training and development opportunities to help you advance your career.
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.
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Financial Consultant
2 weeks ago
Bridgewater, NJ , USA, 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
Bridgewater, NJ , USA, 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
Bridgewater, NJ , USA, 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 play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesProvide personalized financial planning and investment advice to clientsConduct thorough...
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Financial Consultant
7 days ago
Bridgewater, NJ , USA, 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
1 week ago
Bridgewater, NJ , USA, 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
1 week ago
Bridgewater, NJ , USA, 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 Representative to join our team and provide exceptional service to our clients.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their financial needs and...
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Financial Consultant
1 week ago
Bridgewater, NJ , USA, 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 Representative to join our team and provide exceptional service to our clients.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their financial needs and...
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Financial Consultant
2 weeks ago
Bridgewater, NJ , USA, 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 Representative to join our team and provide exceptional service to our clients.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their financial needs and...
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Financial Consultant
3 weeks ago
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Financial Systems Consultant
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Financial Sales Consultant
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Greensboro, NC , USA, United States PNC Full timeJob SummaryPNC is seeking a highly motivated and results-driven Financial Sales Consultant to join our Organizational Financial Wellness team. As a key member of our team, you will be responsible for building and maintaining relationships with clients, identifying and pursuing sales opportunities, and delivering exceptional customer experiences.Key...
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