- Fidelity TalentSource LLC (Tampa, FL)
- 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 join a team that is a...open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing… more
- Fidelity TalentSource LLC (Smithfield, RI)
- Job Description:Phone Financial Consultant \u201CFidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and ... (63/65) and Insurance Licenses preferred or to be obtained upon hireFive years financial services experience, with 3-5 years of sales experienceA CFP is helpful; if… more
- Fidelity TalentSource LLC (Ann Arbor, MI)
- …be working on local client campuses 4-5 days a week. The RoleThe Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice ... within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops,… more
- Creative Financial Staffing (Shelton, CT)
- Accounting & Financial Operations Consultant Strong work culture with dedicated days for employee activities! Hybrid work schedule. 3 weeks PTO. Growth ... group. 401k 4% match. Bonus potential! Responsibilities of Accounting & Financial Operations Consultant : Perform comprehensive accounting activities to maintain… more
- Everence (Denver, CO)
- …AND DUTIESProvide holistic investment, insurance, and charitable giving advice and financial planning counsel to individuals and couples.Generate new business and ... verbal, and written skills.Ego strength (resiliency).Ability to explain complex financial concepts in easily understood manner.Service motivation to build long-term… more
- Fidelity TalentSource LLC (Nashua, NH)
- …of CFP\u00AE Certification is highly encouragedThe\u00A0Purpose\u00A0of Your RoleThe Planning Consultant works alongside the Financial Consultant ... additional complex planning opportunities in which you ll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow… more
- Fidelity TalentSource LLC (Burbank, CA)
- …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 ... of new customers. The\u00A0Skills\u00A0You BringYou demonstrate a deep understanding of financial markets, and can effectively simplify complex financial … more
- Fidelity TalentSource LLC (Middleton, WI)
- …you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. You provide ... you will have the time to deepen relationships and create complex financial plansYour integrity, insights, interpersonal skills and meticulous planning allows you to… more
- Segal (Chicago, IL)
- …in pharmacy benefits data? This opportunity may be for you!Our Senior Consultant , Pharmacy Benefits Financial Analysis creates and analyzes pharmacy benefits ... strategic and innovative advice to clients and CRMs and conduct extensive financial analysis and quality assure work. They contribute to thought leadership, research… more
- EY (New York, NY)
- …in NY, NC, IL, GA, MA, VAEY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit ... dedicated to the financial services industry - the Financial Services...Hedge Fund, Asset Management company or as a Management Consultant in one of these companies * Demonstrated ability… more
