Current jobs related to Monetary Strategy and Planning Consultant - Annapolis - Fidelity Investments
-
Monetary Strategy and Planning Consultant
1 month ago
Annapolis, United States Fidelity Investments Full timeJob 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...
-
Annapolis, Maryland, United States General Dynamics Full timeAbout the RoleWe are seeking a highly experienced and skilled Director to lead our Business Development and Growth Strategies team. As a key member of our organization, you will be responsible for driving growth and identifying new business opportunities that align with our company's strategic plans.Key ResponsibilitiesDevelop and execute a comprehensive...
-
Object-Based Intelligence Consultant
2 weeks ago
Annapolis, Maryland, United States Boeing Intelligence and Analytics Full timeObject-Based Intelligence Consultant Role Overview: As an Object-Based Intelligence Consultant at Boeing Intelligence & Analytics, you will leverage your expertise in object-based intelligence methodologies and comprehensive all-source analysis to support the government in shaping object-based intelligence practices within the Defense Intelligence...
-
Retail Sales Consultant
3 months ago
Annapolis, United States American Telephone and Telegraph Company Full timeEnhance Your Experience Get a newer, better browser (it's free!) Ready for an A different browser will keep you connected to the full website experience and protect you from security risks. Enhance Your Experience Get a newer, better browser (it's free!) Ready for an A different browser will keep you connected to the full website experience and protect you...
-
HCM Solutions Implementation Consultant
2 weeks ago
Annapolis, Maryland, United States FOSTER THOMAS INC Full timeJob OverviewPosition Title: Implementation ConsultantTransforming HCM Approaches into Practical Solutions:Since 1993, FosterThomas has been dedicated to delivering exceptional human capital management (HCM) consulting services to clients globally. Our expertise spans systems implementation, payroll project oversight, human resources management, and talent...
-
Wealth Management Consultant
2 weeks ago
Annapolis, Maryland, United States The Ladders Full timeWealth Management ConsultantAre you dedicated to making a positive impact on clients' financial futures? We are seeking compassionate, skilled, and knowledgeable Wealth Management Consultants to enhance our operations. This role focuses on collaborating with affluent clients to deliver exceptional investment strategies and facilitate their transition into...
-
HCM Solutions Implementation Consultant
2 weeks ago
Annapolis, Maryland, United States FOSTER THOMAS INC Full timeJob OverviewPosition Title: Implementation ConsultantTransforming HCM Solutions:Since 1993, FosterThomas has been dedicated to delivering exceptional human capital management (HCM) consulting services to clients globally. Our expertise spans systems implementation, payroll project management, human resources management, and talent acquisition. We provide...
-
Wealth Management Consultant
2 weeks ago
Annapolis, Maryland, United States The Ladders Full timeWealth Management ConsultantAre you dedicated to enhancing the financial well-being of clients? We are seeking compassionate, skilled, and knowledgeable Wealth Management Consultants to contribute to our organization. This role focuses on collaborating with affluent clients to deliver effective investment strategies and facilitate transitions into the...
-
Wealth Management Consultant
2 weeks ago
Annapolis, Maryland, United States The Ladders Full timeWealth Management ConsultantAre you dedicated to enhancing the financial well-being of others? We are seeking compassionate, skilled, and knowledgeable Wealth Management Consultants to serve clients in the Mid-Atlantic region. This role focuses on collaborating with affluent clients to deliver impactful investment strategies and facilitate a transition into...
-
Senior Group Strategy Manager
5 days ago
Annapolis, Maryland, United States Marriott Full timeAbout the RoleWe are seeking a highly skilled Senior Group Strategy Manager to join our team at Marriott. As a key member of our revenue management team, you will be responsible for evaluating business opportunities and determining optimal pricing strategies to maximize revenue and profit.Key ResponsibilitiesEvaluate business opportunities and determine...
-
Systems Engineering Consultant
2 weeks ago
Annapolis, Maryland, United States Immersion Consulting Full timePosition Overview:We are seeking a dedicated professional to oversee the governance and systems engineering processes essential for managing IT resources and services throughout the organization. The role involves ensuring that the functional, performance, and physical attributes align with established requirements, design, and operational information. Key...
-
Senior Director of Growth and Strategy
3 days ago
Annapolis, Maryland, United States SIXGEN Full timeAbout the RoleWe are seeking an experienced Senior Director of Growth and Strategy to join our team at SIXGEN. The Head of Business Development and Growth Operations is a senior leadership role responsible for developing and executing growth strategies that align with our corporate goals.Key ResponsibilitiesBusiness Development and Growth StrategyDevelop and...
-
Senior Strategic Consultant
2 weeks ago
Annapolis, Maryland, United States Themis Insight Full timeThemis Insight addresses complex business, IT, and analytical challenges by tackling the entire issue rather than merely the symptoms. Our approach combines practical and innovative interdisciplinary methods, offering fresh alternatives to conventional consulting firms through small, highly skilled teams tailored to meet diverse client needs across various...
-
Senior Strategic Consultant
2 weeks ago
Annapolis, Maryland, United States Themis Insight Full timeThemis Insight addresses complex business, IT, and analytical challenges by tackling the entire issue rather than merely the symptoms. Our interdisciplinary methods are both innovative and practical, offering unique alternatives to conventional consulting firms. We assemble small, elite teams tailored to meet the diverse needs of our clients across various...
-
CONSULTANT(Systems Engineer)
4 weeks ago
Annapolis, United States Immersion Consulting Full timeAre you searching for a position where you can provide the governance and systems engineering processes to track and control IT resources and services across the enterprise. A systems engineer maintains the consistency of functional, performance, and physical attributes with its requirements, design, and operational information and allows technical insight...
-
Event Sales Consultant
1 day ago
Annapolis, Maryland, United States Select Event Group Full timeAbout the JobWe are seeking a highly motivated and experienced Event Sales Consultant to join our team at Select Event Group. As an Account Executive, you will be responsible for developing and maintaining relationships with clients, identifying new business opportunities, and driving revenue growth.Key ResponsibilitiesClient ManagementDevelop and maintain...
-
VP, Financial Consultant- Annapolis, MD
3 months ago
Annapolis, United States Charles Schwab Full timeYour Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll...
-
Paraplanner - Wealth Planning Specialist
1 day ago
Annapolis, Maryland, United States Transcend Practice Management Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Paraplanner to join our team at Transcend Practice Management. As a Paraplanner, you will play a critical role in supporting our senior advisors in delivering exceptional client-centered service.Key ResponsibilitiesProvide ongoing support to our advisors, including preparing for client...
-
Annapolis, Maryland, United States Paul Mitchell Schools Full timePosition OverviewPaul Mitchell Schools is on the lookout for a dedicated Financial Aid Consultant to enhance our team. As a part of a rapidly expanding network of educational institutions, we pride ourselves on fostering a supportive and enriching environment that prioritizes the growth of our Future Professionals.Role ResponsibilitiesThe Financial Aid...
-
VP, Financial Consultant- Annapolis, MD
2 days ago
Annapolis, United States Charles Schwab Full timePosition Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial...
Monetary Strategy and Planning Consultant
1 month 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
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 working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
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 accommodations@fmr.com.
We welcome those with experience in jobs such as Staff Accountant, Accounting Assistant, and Accounts Receivable Clerk and others in the Accounting and Finance to apply.