Financial Consultant Job at Fidelity Investments (Chicago)

New

Financial Consultant

Financial Consultant If you no longer want to spend your time on sourcing new c...

Location

United States , Grand Rapids

Salary:

Not provided

Fidelity Investments

Expiration Date

Until further notice

Requirements

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

Job Responsibility

Engage face-to-face with customers, offering guidance and personalized planning
Help extend the reach of the firm's brand
Nurture relationships with an existing client base
Mentor and support customers as they look to reach their retirement goals
Provide comprehensive investment solutions and retirement plans
Effectively engage clients through personal interactions

What we offer

Stable base salary
Tuition Reimbursement program
Training in-branch, regionally, nationally, and virtually

Fulltime

Financial Consultant

Are you an experienced, level 4 qualified Paraplanner interested in combining th...

Location

United Kingdom

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Paraplanning/report writing experience is essential
Required to hold Diploma in Regulated Financial Planning
Exposure to a broad range of financial products with an authority to undertake broad financial planning, ensuring each client's goals are fully understood and the most appropriate solution offered with experience across Pension Accumulation and Decumulation, Savings and Investment advice and Protection
Can act as a secondary point of contact for clients managed by other financial consultants and shares learning with others

Job Responsibility

Manage a very large portfolio of clients (upwards of 120) typically with AUA below £500k, maintain recurring income stream, delivering high quality financial planning remotely and achieving quality standards on a consistent basis
Identify additional opportunities from clients while deepening our understanding of their needs to ensure we exceed expectations and build lasting relationships
Maintain up-to-date technical knowledge of investment markets, products and services, financial planning methodologies, tax, key processes, advice guidelines and compliance procedures
Build and maintain personal relationships to help identify new opportunities as well as raise our profile within the client bank
Undertake paraplanning for own clients, research, analyse and prepare technical reports for clients relevant to their specific goals, seeking support when needed
Build links with the clients’ other professional advisers to help the client meet their needs
Follow processes and suggest areas for improvement in process, advice guidelines and compliance procedures. Appropriately support or manage improvement implementation
Secure client commitment to initial and on-going financial planning services, hence securing and growing assets under advice plus initial and on-going revenues
Authority to undertake broad financial planning ensuring each client's goals are fully understood and the most appropriate solution offered
Pension Accumulation and Decumulation

Fulltime

Financial Consultant

Location

United States , Naples

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Strong experience with accrual accounting in a senior-level accounting capacity
Proficiency with QuickBooks Premier or the contractor-focused version of QuickBooks
Hands-on knowledge of work in progress accounting and percentage-of-completion reporting
Background supporting construction, remodeling, or project-based businesses with complex job costing needs
Ability to develop forecasts, analyze SG&A expenses, and translate financial data into actionable recommendations
Experience creating or improving standard operating procedures and internal accounting controls
Solid understanding of balance sheet management, including capitalization of building or showroom improvement costs

Job Responsibility

Lead the transition of financial reporting practices from cash-based methods toward an accrual accounting framework
Oversee monthly and periodic close activities
Evaluate project accounting processes and track work in progress using percentage-of-completion
Review capital improvement spending to determine proper balance sheet treatment and fixed asset classification
Build forecasts and financial models that incorporate selling, general, and administrative expenses
Analyze overhead structure and operating costs
Partner with internal staff to establish stronger financial procedures, documentation standards, and departmental workflows
Manage reporting through QuickBooks Contractor/Premier and help optimize accounting processes
Provide financial insight related to business value, profitability trends, and strategic planning

What we offer

Medical
Vision
Dental
Life and disability insurance
401(k) plan

Financial Consultant

If you no longer want to spend your time on sourcing new clients and would rathe...

Location

United States , Fort Lauderdale

Salary:

Not provided

Fidelity Investments

Expiration Date

Until further notice

Requirements

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

Job Responsibility

Engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand
Nurture relationships with an existing client base
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

What we offer

Tuition Reimbursement program
Competitive total rewards package, including a stable base salary
Benefit programs designed to help you and your family strike the right balance
Training in-branch, regionally, nationally, and virtually

Fulltime

Financial Consultant

Financial Consultant. If you no longer want to spend your time on sourcing new c...

Location

United States , Fort Lauderdale

Salary:

Not provided

Fidelity Investments

Expiration Date

Until further notice

Requirements

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
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

Job Responsibility

Engage face-to-face with your customers, offering guidance and personalized planning
Help extend the reach of the firm's brand
Nurture relationships with an existing client base
Mentor and support your customers as they look to reach their retirement goals
Provide comprehensive investment solutions and retirement plans
Effectively engage clients through personal interactions

What we offer

Stable base salary
Total rewards package
Benefit programs
Training in-branch, regionally, nationally, and virtually
Tuition Reimbursement program

Fulltime

Financial Consultant

If you no longer want to spend your time on sourcing new clients and would rathe...

Location

United States , Larkspur

Salary:

60000.00 - 75000.00 USD / Year

Fidelity Investments

Expiration Date

Until further notice

Requirements

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

Job Responsibility

Engage face-to-face with customers, offering guidance and personalized planning
Help extend the reach of the firm's brand
Nurture relationships with an existing client base
Thoughtfully introduce clients to different investment strategies and bring together additional client assets
Deliver an outstanding customer experience
Mentor and support customers as they look to reach their retirement goals
Provide comprehensive investment solutions and retirement plans
Effectively engage clients through personal interactions
Make a positive impact in the community

What we offer

Tuition Reimbursement program
Competitive total rewards package
Stable base salary
Benefit programs designed to help you and your family strike the right balance
Training in-branch, regionally, nationally, and virtually
Comprehensive health care coverage
Emotional well-being support
Market-leading retirement
Generous paid time off
Parental leave

Fulltime

Financial Consultant

If you no longer want to spend your time on sourcing new clients and would rathe...

Location

United States , Brea

Salary:

60000.00 - 75000.00 USD / Year

Fidelity Investments

Expiration Date

Until further notice

Requirements

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
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
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

Job Responsibility

Engage face-to-face with your customers, offering guidance and personalized planning
Help extend the reach of the firm's brand
Nurture relationships with an existing client base
Mentor and support your customers as they look to reach their retirement goals
Provide comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions
Make a positive impact in the community

What we offer

Tuition Reimbursement program
Competitive total rewards package
Stable base salary
Comprehensive health care coverage
Emotional well-being support
Market-leading retirement
Generous paid time off
Parental leave
Charitable giving employee match program
Educational assistance including student loan repayment

Fulltime

Financial Consultant

If you no longer want to spend your time on sourcing new clients and would rathe...

Location

United States , Highland Park

Salary:

60000.00 - 75000.00 USD / Year

Fidelity Investments

Expiration Date

Until further notice

Requirements

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
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

Job Responsibility

Engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand
Nurture relationships with an existing client base
Mentor and support your customers as they look to reach their retirement goals
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

What we offer

Tuition Reimbursement program
Competitive total rewards package
Stable base salary
Benefit programs designed to help you and your family strike the right balance
Training in-branch, regionally, nationally, and virtually
Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Fulltime

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