Financial Consultant
2 weeks ago
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 unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your RoleWorking in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
The Expertise We're Looking For- Previous success in building relationships, uncovering needs and recommending solutions
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
- Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
- Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
- Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
- Being coachable, collaborative, and curious are your "go to" attributes
- Committed to delivering an outstanding customer experience with a passion for seeing others thrive
- Motivated by results and finding solutions, you take initiative and exceed customer expectations
- Extensive knowledge of investment solutions
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding
The Value You Deliver- Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
- Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
- Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
- You have a steadfast commitment to your clients while making a positive impact in the community
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
-
Financial Consultant
2 weeks ago
Charlotte, NC, United States NYL - Charlotte Full timeFinancial Consultant - Build Relationships. Drive Results. Grow Your Success with New York Life. Are you a results-driven sales professional with a proven record of exceeding goals and building lasting client relationships? At New York Life Insurance Company, we’re looking for a Financial Consultant who can combine strategy, relationship-building, and...
-
Financial Service Senior Consultant
1 week ago
Charlotte, NC, United States SIA Full timeCompany Description Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We're optimists for change and we help clients initiate, navigate and benefit from transformation. We...
-
Financial Service Senior Consultant
2 weeks ago
Charlotte, NC, United States SIA Full timeCompany Description Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We're optimists for change and we help clients initiate, navigate and benefit from transformation. We...
-
Financial Service Senior Consultant
1 week ago
Charlotte, NC, United States SIA Full timeCompany Description Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We're optimists for change and we help clients initiate, navigate and benefit from transformation. We...
-
Senior Consultant, Risk
2 weeks ago
Charlotte, NC, United States Forvis Mazars, LLP Full timeGeneral informationNameSenior Consultant, Risk & Regulatory ConsultingPosting TitleSenior Consultant, Risk & Regulatory Consulting - Anti-Financial CrimesRef #2235176Date PublishedWednesday, July 2, 2025CityCharlotteStateNorth CarolinaCountryUnited StatesJob CategoryRisk AdvisoryAdvertised LocationUS-NC-CharlotteWorking timeFull TimeDescription &...
-
Senior Consultant, Risk
2 weeks ago
Charlotte, NC, United States Forvis Mazars, LLP Full timeGeneral informationNameSenior Consultant, Risk & Regulatory ConsultingPosting TitleSenior Consultant, Risk & Regulatory Consulting - Anti-Financial CrimesRef #2235176Date PublishedWednesday, July 2, 2025CityCharlotteStateNorth CarolinaCountryUnited StatesJob CategoryRisk AdvisoryAdvertised LocationUS-NC-CharlotteWorking timeFull TimeDescription &...
-
Charlotte, NC, United States Randstad Full timeJoin a high-impact project team supporting a leading global consultancy to architect and implement cutting-edge financial strategies for major clients in the auto, industrial equipment, and fintech sectors. This is a high-impact role where your deep, direct experience in captive finance operations will directly drive business growth and improve...
-
Strategy consultant financial captive operations
2 weeks ago
Charlotte, NC, United States Randstad Full timeJoin a high-impact project team supporting a leading global consultancy to architect and implement cutting-edge financial strategies for major clients in the auto, industrial equipment, and fintech sectors. This is a high-impact role where your deep, direct experience in captive finance operations will directly drive business growth and improve...
-
Charlotte, NC, United States Guidehouse Full timeJob Family : Management Consulting Travel Required : Up to 50% Clearance Required : None What You Will Do : As a Managing Consultant in Guidehouse's Commercial Financial Services practice, you will have responsibility to drive projects, including client management and solution implementation. You will own multiple project workstreams and interact with the...
-
Charlotte Technology Audit Senior Consultant
4 days ago
Charlotte, NC, United States Protiviti Full timeJOB REQUISITION Charlotte Technology Audit Senior Consultant (Financial Services) LOCATION CHARLOTTE ADDITIONAL LOCATION(S) JOB DESCRIPTION You Belong Here The Protiviti Career provides opportunity to learn, inspire, and advance within a collaborative and inclusive culture. We hire curious individuals for whom learning is a passion. We lean into our...
