Based on recent job postings on ZipRecruiter, the Fidelity Financial Consultant Program job market in both Boydton, VA and the surrounding area is very active. Apply for the Job in Financial Consultant - Covington, KY at Lexington, KY. View the job description, responsibilities and qualifications for this position. "Financial consultants can help you plan your investments to weather the storm and stay the course when times get tough." Expect to Pay Fees While some investment advisors are paid commissions. There's a decent amount of things I see at work that feel shady/unethical. Patrick also has five appointments a day with current clients to discuss their financial needs. He starts work each morning by planning his tasks for the day, and he then makes several calls to prospective clients. You should also be able to maintain solid relationships with clients. Thinking about Applying to Fidelity Financial Consultant Program So I currently work sales, make around 55-60k. Join a team that also invests in you with key product and service offerings, sophisticated technology, and an elite investment platform. Truly great place to work. Financial Consultants need to be well organized to succeed at Fidelity, says Patrick. The estimated total pay for a Financial Consultant at Fidelity Investments is $167,832 per year. Associate Job posted 4 hours ago - Fidelity Investments is hiring now for a Full-Time Financial Consultant - Greenwood Village, CO in Timnath, CO. 2061681. Most of what you'll do is educating people on different characteristics of different asset classes, and your recommendations are largely going to be based around trying to get people into proprietary managed account portfolios. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations @fmr.com , or by calling 800-835-5099, prompt 2, option 3. It will blend working both onsite and offsite through what we're calling "Dynamic Working." We are more than a financial services firm. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. 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 . Fidelity Investments Investment Consultant - Farmington Hills, MI Farmington Hills, MI 30d+ Fidelity Investments Employee Reviews for Financial Consultant Review this company Job Title Financial Consultant 41 reviews Location United States 41 reviews Ratings by category 3.9 Work-Life Balance 4.0 Pay & Benefits 3.5 Job Security & Advancement 3.6 Management 3.8 Culture Sort by Helpfulness Rating Date Language Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. Apply today at CareerBuilder! The financial consultant's responsibilities include assessing clients' financial situations, explaining the pros and cons of various investment strategies, answering all finance-related questions, and addressing clients' concerns. programs and financial education resources, to name a few. Job Description: Phone Financial Consultant Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. A good chunk of your compensation will be based on your ability to upsell . To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3. Job Description: Phone Financial Consultant "Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a . The Finance Professional 2 work assignments are varied and frequently require interpretation and independent determination of the appropriate courses of . Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Financial Consultant. Implementing Sally and Ben's financial plan Sally and Ben already had a portfolio that made sense for their goals, risk tolerance, and situation. Here are several general duties and responsibilities of a Financial Consultant: Providing financial advice to clients based on their circumstances, appetite for risk and desired level of future investment growth Analyzing client information and future financial projections to ascertain the best investment solutions and strategies for clients It's a bit soul crushing pushing products that really aren't right for people. Investment Consultant (Current Employee) - Omaha, NE - March 10, 2020. Fidelity is an excellent company to work for. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. Enjoy! Browse 191,895 FIDELITY FINANCIAL CONSULTANT PROGRAM jobs ($57k-$141k) from companies near you with job openings that are hiring now and 1-click apply! Job Financial Consultant Average Financial Consultant Salary at Fidelity Investments $70,680 / year Avg. What does an 1816390 - Financial Consultant do at companies like FIDELITY INVESTMENTS? Full Job Description. Skip to Job Postings. It's a solid job but definitely not something I want to do long-term. Base Salary ( USD) 10% $54k MEDIAN $71k 90% $99k The average salary for a. Job 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 join a team that is a stable industry leader. The Finance Professional 2 analyzes and forecasts financial, economic, and other data to provide accurate and timely information for strategic and operational decisions. Job Description. 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. Job Description: Financial Consultant. . It's much more sales than finance, though. Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Job Description: Phone Financial ConsultantIs it time to explore new challenges in your career? . Job Description:Financial Consultant. A Fidelity Financial Consultant Program in your area makes on average $102,959 per year, or $1,633 (2%) more than the national average annual salary of $101,326. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs. This number represents the median, which is the midpoint of the ranges from our proprietary Total Pay Estimate model and based on salaries collected from our users. Being large you have the benefit of unlimited resources, but being privately owned Abby Johnson (CEO) and the Senior Leadership can prioritize the clients and employees over shareholders. Description A Financial Consultant Manager will be responsible for leading the process of . . Fidelity Investments Financial Consultant - Rockville, MD Rockville, MD 5d Fidelity Investments College Students Seeking Full-Time Summer 2023 Role Converting to Part-Time in Fall 2023 Jacksonville, FL 2d $32K-$50K Per Year (Glassdoor est.) Financial Consultant - Park Ave, NYC Fidelity Investments, New York New York, US Work at Fidelity Investments Research salary, company info, career paths, and top skills for Financial Consultant - Covington, KY A financial advisor can help you choose an appropriate mix of investments, adjust your portfolio over time, and withdraw your savings in a tax-efficient way to help realize your goals. With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. funding or loans.) A Work From Home job in Atlanta, GA by Fidelity Investments in the Finance field: Financial Consultant - Dunwoody, GA At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Name: Erica, CFP Career/Title: Financial Consultant, Fidelity Investments Cancel . The estimated base pay is $90,569 per year. In celebration of companies that make it easier to blaze your own trail, we've asked Erica, a Financial Consultant with Fidelity Investments, to share her daily responsibilities and tasks during a typical workday for this week's "What She Does" segment. Job Description: Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client's unique planning needs. The . Financial Consultant responsibilities include forecasting costs and revenues, conducting risk analyses for financial plans and evaluating capital expansion options (e.g. Job Description: Team Leader, Planning and Advice "Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Is it time to explore new challenges in your career? We invite you to Find Your Fidelity at fidelitycareers.com. To be successful in this role, you should have a Finance or Accounting degree and relevant work experience as a Financial Adviser to large clients.
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