Monetary Strategy and Planning Consultant

4 days ago

Greenwich, United States Fidelity Investments Full time

Job Description:

With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies

The Expertise  We’re Looking For

  • FINRA Series 7 & 63 required prior to hire

  • Series 65 and/or 66 and state registrations required within 3 months of hire

  • Experience with High Net Worth clients

  • A CFP is preferred if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it

The Purpose  of Your Role

We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.

The Skills  You Bring

  • You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele

  • Remarkable knowledge of investment products

  • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions

  • Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs

The Value  You Deliver

  • No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning

  • Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals

  • Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments

Our Investments in You

We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our  benefit programs(opens in a new tab)  are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:

  • We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements

  • Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments(opens in a new tab)

  • Click here for a story about how we are helping our  employee’s payback their student loan debt(opens in a new tab)

How Your Work Impacts  the Organization

Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity’s open architecture, you’re able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career

Certifications: Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA

Company Overview

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. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com .

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to .

We welcome those with experience in jobs such as Accountant, Home Buyer s Consultant, and Payroll Specialist and others in the Accounting and Finance to apply.

  • Monetary Strategy and Planning Consultant

    1 week ago

    Greenwich, United States Fidelity Investments Full time

    Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace...

  • Consultant Relations Executive Director

    1 week ago

    Greenwich, United States AQR Full time

    About AQR Capital Management AQR is a global investment firm built at the intersection of financial theory and practical application. We strive to deliver concrete, long-term results by looking past market noise to identify and isolate the factors that matter most, and by developing ideas that stand up to rigorous testing. By putting theory into practice, we...

  • Tax Consultant

    1 day ago

    Greenwich, Connecticut, United States Andersen Full time

    About the RoleWe are seeking a highly skilled Senior Tax Associate to join our Private Client Services practice at Andersen. In this role, you will manage and support your team on multiple engagements for a wide range of sophisticated clients, including wealthy families, family offices, and owner-operated businesses.Key ResponsibilitiesReview and prepare...

  • Financial Planning Manager

    4 weeks ago

    Greenwich, United States Berkshire Hathaway Shoe Holdings Full time

    The Born Brand Group, headquartered in Greenwich CT, manufactures and markets trend comfort footwear under the brand names Born, Kork-Ease, B.O.C. and Korks. This position is on-site in our Greenwich CT office. Financial Planning Manager Responsibilities:Work closely with Key Account Sales Managers to manage businesses with key retail accounts.Review...

  • Financial Consultant

    2 days ago

    Greenwich, United States Fidelity Investments Full time

    Financial Consultant - Greenwich, CT Fidelity Investments, Greenwich, United States With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build...

  • Investment Consultant

    3 days ago

    Greenwich, United States Fidelity Investments Full time

    Job Description:Investment ConsultantYou joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower...

  • Implementation Consultant

    4 weeks ago

    Greenwich, Ohio, United States Cardinal Health Full time

    Job SummaryThe Implementation Consultant is responsible for planning, organizing, and leading solution implementations at Cardinal Health. This role involves managing project plans, resources, and commitments to customers, as well as collaborating with sales and management teams to develop consistent methodologies for efficiently implementing solutions.Key...

  • Beauty Sales Consultant

    4 weeks ago

    Greenwich, Connecticut, United States CVS Health Full time

    Job DescriptionAt CVS Health, we're committed to delivering exceptional customer experiences and providing personalized beauty services. As a Beauty Sales Consultant, you'll play a key role in helping our customers achieve their beauty goals.Key ResponsibilitiesProvide friendly, knowledgeable sales service to every client who enters the store's beauty...

  • Investments Operations Consultant

    2 weeks ago

    Greenwich, United States Fidelity Investments Full time

    Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace...

  • Wealth Management Consultant

    2 weeks ago

    Greenwich, United States Fidelity Investments Full time

    Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace...

  • Wealth Management Consultant

    4 days ago

    Greenwich, United States Fidelity Investments Full time

    Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace...

  • Kinaxis Rapid Response Consultant

    2 months ago

    Greenwich, United States LTIMindtree Full time

    About Us:LTIMindtree is a global technology consulting and digital solutions company that enables enterprises across industries to reimagine business models, accelerate innovation, and maximize growth by harnessing digital technologies. As a digital transformation partner to more than 700+ clients, LTIMindtree brings extensive domain and technology expertise...

  • Financial Consultant

    3 days ago

    Greenwich, United States Fidelity Investments Full time

    Job Description:With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of...

  • Financial Consultant

    2 months ago

    Greenwich, United States Fidelity TalentSource LLC Full time

    Job Description:With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of...

  • Financial Consultant

    2 weeks ago

    Greenwich, United States Fidelity Investments Full time

    Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace...

  • Financial Consultant

    1 week ago

    Greenwich, United States Fidelity Investments Full time

    Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace...

  • Art Consultant

    3 months ago

    East Greenwich, United States Creative A - Art Consulting & Fabrication Full time

    Creative A is seeking a highly organized and creative person with a passion for art and design. The qualified applicant will have great style for selecting art to create one of a kind artwork programs. You must have a drive for managing every detail of your project from design, fabrication and installation to ensure the outcome is what you designed and more....

  • Art Consultant

    1 week ago

    East Greenwich, United States Creative A - Art Consulting & Fabrication Full time

    Creative A is seeking a highly organized and creative person with a passion for art and design. The qualified applicant will have great style for selecting art to create one of a kind artwork programs. You must have a drive for managing every detail of your project from design, fabrication and installation to ensure the outcome is what you designed and more....

  • Nurse Practitioner

    1 month ago

    Greenwich, Connecticut, United States Abilis Full time

    Job Summary:As a licensed healthcare professional, the Registered Nurse is responsible for ensuring that medical services are delivered promptly and efficiently. This role requires adaptability to meet the diverse health needs of individual residents.Key Responsibilities:• Support each resident in achieving optimal health and ensure access to high-quality...

  • Estate Planning Coordinator

    3 weeks ago

    East Greenwich, Rhode Island, United States McCarthy Law, LLC Full time

    Job Title: Intake CoordinatorWe are seeking a highly motivated and results-driven Intake Coordinator to join our team at McCarthy Law, LLC. As an Intake Coordinator, you will be the first point of contact for potential clients, guiding them through the initial consultation process and assisting them in understanding our services.Key Responsibilities:Conduct...