Talent.com
Financial Consultant - Fairfield, CT
Financial Consultant - Fairfield, CTFidelity • Southport, CT, US
No longer accepting applications
Financial Consultant - Fairfield, CT

Financial Consultant - Fairfield, CT

Fidelity • Southport, CT, US
30+ days ago
Job type
  • Full-time
Job description

Job Title

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.

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

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.

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
  • 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 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
  • Click here for a story about how we are helping our employee's payback their student loan debt
  • 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

    Category : Sales

    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.

    Create a job alert for this search

    Financial Consultant • Southport, CT, US

    Related jobs
    Financial Advisor

    Financial Advisor

    Northwestern Mutual Life Insurance Company • Farmingdale, NY, United States
    Full-time
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...Show more
    Last updated: 18 days ago • Promoted
    Litigation Financial Analyst supporting the US Attorney's Office

    Litigation Financial Analyst supporting the US Attorney's Office

    Centre Law & Consulting • Central Islip, NY, United States
    Full-time
    Be a part of the nationwide law enforcement initiative that removes the tools of crime from criminal organizations, depriving wrongdoers of proceeds from their crime and impacting the infrastructur...Show more
    Last updated: 14 days ago • Promoted
    Financial Professional - NY, Melville (5158)

    Financial Professional - NY, Melville (5158)

    Equitable Holdings • Melville, NY, United States
    Full-time
    Our network of over 4,300 financial professionals across the U.In total, ​​Equitable​ Advisors serves 2.Our mission is simple : to make a difference in the lives of others.If you are passionate abou...Show more
    Last updated: 18 days ago • Promoted
    Social Services and ERSEA Professional

    Social Services and ERSEA Professional

    Connecticut Institute for Communities, Inc. • Norwalk, CT, US
    Full-time
    Connecticut Institute for Communities, Inc.Greater Norwalk Head Start / Early Head Start a program of the Connecticut Institute For Communities, Inc. Social Services and ERSEA Professional.Position ...Show more
    Last updated: 6 days ago • Promoted
    Manager Financial Services - Smithtown

    Manager Financial Services - Smithtown

    Teachers Federal Credit Union • Smithtown, NY, United States
    Full-time +1
    For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one...Show more
    Last updated: 26 days ago • Promoted
    Melville Associate Financial Advisor

    Melville Associate Financial Advisor

    Voya Financial Advisors Inc • Melville, NY, United States
    Full-time
    Junior Financial Advisor to join our team in the Melville, NY area to work within plan sponsor relationships in the K-12 market. This position will be responsible for 403(b) enrollment, retirement a...Show more
    Last updated: 4 days ago • Promoted
    Financial Professional - NY, Melville (5155)

    Financial Professional - NY, Melville (5155)

    Equitable Services • Melville, NY, United States
    Full-time
    Financial Professional - NY, Melville (5155) ( 25000006 ).Our network of over 4,300 financial professionals across the U. In total, ​​Equitable​ Advisors serves 2.Our mission is simple : to make a di...Show more
    Last updated: 18 days ago • Promoted
    Financial Solutions Advisor Registration Candidate - Melville South Market

    Financial Solutions Advisor Registration Candidate - Melville South Market

    Bank of America • Melville, NY, United States
    Full-time
    Financial Solutions Advisor Registration Candidate - Melville South Market.To proceed with your application, you must be at least 18 years of age. To proceed with your application, you must be at le...Show more
    Last updated: 6 days ago • Promoted
    Financial Analyst (Ridgefield)

    Financial Analyst (Ridgefield)

    Tundra Technical Solutions • Ridgefield, CT, United States
    Full-time
    This contract opportunity requires on-site presence several days per week.The Financial Analyst will support core accounting and finance activities, including reporting, journal entries, reconcilia...Show more
    Last updated: 9 days ago • Promoted
    Financial Analyst / Sr. Accountant

    Financial Analyst / Sr. Accountant

    NESCO Inc • Plainview, NY, United States
    Permanent
    Contract Accountant / FP&A Specialist - Manufacturing Industry.We are currently recruiting for a Contract Financial Analyst / FP&A Specialist to support a well-established manufacturer during a piv...Show more
    Last updated: 26 days ago • Promoted
    Financial Services Representative - Fairfield, CT

    Financial Services Representative - Fairfield, CT

    Fidelity • Southport, CT, US
    Full-time
    We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, you will inspire client dedication and...Show more
    Last updated: 2 hours ago • Promoted • New!
    Financial Professional - NY, Melville (5155)

    Financial Professional - NY, Melville (5155)

    Equitable Advisors LLC • Melville, NY, United States
    Full-time
    Our network of over 4,300 financial professionals across the U.In total, Equitable Advisors serves 2.Our mission is simple : to make a difference in the lives of others. If you are passionate about h...Show more
    Last updated: 18 days ago • Promoted
    Financial Planning Analyst

    Financial Planning Analyst

    Direct Wines, Inc. • Norwalk, CT, United States
    Full-time
    We’re seeking a naturally curious.In this role, the candidate will have opportunities to grow, contribute to meaningful work, and gain real insight into how strategic decisions are made.FP&A sits a...Show more
    Last updated: 16 hours ago • Promoted • New!
    Regional Consultant - New York / Connecticut

    Regional Consultant - New York / Connecticut

    Allspring Global Investments • Bridgeport, CT, United States
    Full-time
    Work where your ideas have impact.Allspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet cl...Show more
    Last updated: 30+ days ago • Promoted
    Litigation Financial Analyst supporting the US Attorney's Office

    Litigation Financial Analyst supporting the US Attorney's Office

    EnProVera Corp • Central Islip, NY, United States
    Full-time
    Be a part of the nationwide law enforcement initiative that removes the tools of crime from criminal organizations, depriving wrongdoers of proceeds from their crime and impacting the infrastructur...Show more
    Last updated: 26 days ago • Promoted
    Financial Advisor - Bethpage

    Financial Advisor - Bethpage

    TD Bank Group • Bethpage, NY, United States
    Full-time
    Bethpage, New York, United States of America.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining fea...Show more
    Last updated: 5 days ago • Promoted
    Advisor, Financial Analysis and Business Partnering (P3)

    Advisor, Financial Analysis and Business Partnering (P3)

    Save the Children • Fairfield, CT, United States
    Full-time
    Staff whose work requires or potentially could require any in-person interaction with Save the Children colleagues, partners, or beneficiaries must be fully vaccinated against COVID-19 unless other...Show more
    Last updated: 26 days ago • Promoted
    Wealth Advisor - Suffolk Federal Credit Union

    Wealth Advisor - Suffolk Federal Credit Union

    LPL Financial • Islandia, NY, US
    Full-time
    LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Suffolk Federal Credit Union invit...Show more
    Last updated: 30+ days ago • Promoted