Jobbörse
Finde Jobs in deiner Nähe – ob vor Ort, hybrid oder remote.- Ähnliche Jobs zu: Financial Consultant
Financial Consultant - Carmel, IN
Fidelity InvestmentsCarmel
Job 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 jo
Remote Financial Analytics Consultant
BennieUnited StatesBennie is seeking a Financial Consulting Analyst to support its consulting delivery team and enhance customer satisfaction. This fully remote role requires expertise in Microsoft Excel and relevant ex
Financial Consultant - Flatiron, NY
Fidelity InvestmentsNew YorkJob Description:Financial ConsultantIf 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 joi
Financial Consultant - Greenville, DE
Fidelity InvestmentsGreenvilleJob 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 jo
Financial Consultant - Seattle, WA
Fidelity InvestmentsSeattleJob Description:Financial ConsultantIf 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 joi
Financial Consultant - Greenwich, CT
Fidelity InvestmentsGreenwichJob 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 jo
Financial Consultant- Bellevue, WA
Fidelity InvestmentsBellevueJob Description:Financial ConsultantIf 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 joi
Financial Consultant- Redmond, WA
Fidelity InvestmentsRedmondJob 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 jo
Financial Consultant - Bethesda, MD
Fidelity InvestmentsBethesdaJob 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 jo
Sr. Financial Inside Sales Consultant
AchieveUnited StatesSr. Financial Inside Sales ConsultantTurn "Warm Leads" into High Earnings. Are you a high-energy closer who thrives in a fast-paced environment? We are looking for performance-driven sales professiona
Financial Sales Consultant (New Jersey)
WealthBridge Financial GroupNew BrunswickAbout Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies.Our approach c
Financial Consultant - Highland Park, IL
Fidelity InvestmentsHighland ParkJob 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 jo
Financial Consultant - Winter Park, FL
Fidelity InvestmentsWinter ParkJob Description:Financial ConsultantIf 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 joi
Financial Consultant - Garden City, NY
Fidelity InvestmentsGarden CityJob Description:Financial ConsultantIf 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 joi
Financial Consultant - West Hartford, CT
Fidelity InvestmentsWest HartfordJob 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 jo
Solutions Consultant - Financial Reporting (Pre-Sales)
Donnelley Financial, LLCRockvilleDescription:Join a dynamic team at the pulse of global markets, where we deliver innovative software and service solutions for essential financial reporting and capital markets transactions. At DFIN,
Trainee Financial Consultant (m/w/d)
MLP Finanzberatung SELüneburg
vom Vermögensmanagement über die Altersvorsorge bis zu Versicherungen. Unser Erfolgskonzept: Wir beraten auf Augenhöhe. Unsere über 580.000 Privat- und 27.400 Firmenkunden profitieren dabei von höchst
Junior Financial Consultant (m/w/d)
MLP Finanzberatung SEWiesbadenvom Vermögensmanagement über die Altersvorsorge bis zu Versicherungen. Unser Erfolgskonzept: Wir beraten auf Augenhöhe. Unsere Privat- und Firmenkunden profitieren dabei von höchster Produktqualität,
Trainee Financial Consultant (m/w/d)
MLP Finanzberatung SETübingenvom Vermögensmanagement über die Altersvorsorge bis zu Versicherungen. Unser Erfolgskonzept: Wir beraten auf Augenhöhe. Unsere Privat- und Firmenkunden profitieren dabei von höchster Produktqualität,
(Senior) Consultant Financial Services (all genders)
Eraneos Germany GmbHHamburgDas findest Du bei unsBei Eraneos wirst du Teil eines dynamischen, international wachsenden Beratungsumfelds, in dem du die Zukunft der Finanzdienstleistungsbranche aktiv mitgestalten kannst. Wir verb
(Senior) Consultant* - Financial Crime Compliance - KYC & AML
Capco - The Capital Markets CompanyBerlin(Senior) Consultant - Anti Money Laundering KYC & Sanctions ComplianceWer wir sindAls globale Unternehmensberatung mit Fokus auf die Finanzdienstleistungsbranche kombinieren wir bei Capco innovatives
(Senior) Consultant* - Financial Crime Compliance - KYC & AML
Capco - The Capital Markets CompanyHessenGestalte robuste KYC-Frameworks und treibe modernes Financial Crime Risk Management voranDie RolleAls (Senior) Consultant in unserem Bereich Finance, Risk, Regulatory & Financial Crime unterstützt du
Healthcare Contract Financial Modeling Consultant - Mosaic Clinically Integrated Network
Henry Ford Health SystemDetroitGENERAL SUMMARY: Assisting the Manager of Contract Modeling with onboarding new employees and coaching and mentoring analysts with contract variances, simulations or contract build issues. PRINCIPLE D
Financial Specialist
Nederlandse LoterijRijswijk
Wat ga je doen: Jouw speelveld Data-gedreven werken, dat vinden we bij Nederlandse Loterij belangrijk. Om de juiste beslissingen te nemen én om nieuwe kansen te ontdekken. In welke functie of welk te
Financial Sales Intern
Premium Merchant FundingNew YorkAbout Us:We’re not your typical finance company. We’re a fast-growing, energetic team, committed to helping small and medium-sized businesses succeed. Premium Merchant Funding is a national leader in
Financial Consultant - Carmel, IN
- Carmel, Indiana, United States
- Carmel, Indiana, United States
Über
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 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 Role
Working 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 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 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
The Skills You Bring
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
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
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
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.
Sprachkenntnisse
- English
Dieses Stellenangebot stammt von einer Partnerplattform von TieTalent. Klick auf „Jetzt Bewerben”, um deine Bewerbung direkt auf deren Website einzureichen.