Talent.com
Financial Consultant - Novi, MI
Financial Consultant - Novi, MISoteria Reinsurance Ltd. • Novi, MI, US
Financial Consultant - Novi, MI

Financial Consultant - Novi, MI

Soteria Reinsurance Ltd. • Novi, MI, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Financial Consultant - Novi, MI page is loaded## Financial Consultant - Novi, MIlocations : 44244 WEST 12 MILE ROAD, SUITE 100, Novi MItime type : Full timeposted on : Posted Todayjob requisition id : 2119187## ## 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. 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 RoleWorking 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 & 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## 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## Our Investments in YouFidelity'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 ourbenefit programsare 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## ## Certifications : Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA## ## Category : ## SalesMost 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.

J-18808-Ljbffr

serp_jobs.job_alerts.create_a_job

Financial Consultant • Novi, MI, US

Job_description.internal_linking.related_jobs
Financial Reporting Senior Consultant

Financial Reporting Senior Consultant

Plante Moran • Southfield, MI, United States
serp_jobs.job_card.full_time
Our "we-care" culture is more than just a motto; it's a promise.From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achi...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Consultant

Financial Consultant

UHY-US • Detroit, MI, United States
serp_jobs.job_card.permanent
A great UHY client is seeking a.The ideal candidate will have healthcare experience (not required), strong Excel skills (modeling / pivot tables / etc. This is a client direct hire position.Financial Co...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Consultant - Troy, MI

Financial Consultant - Troy, MI

Fidelity Investments • Troy, MI, United States
serp_jobs.job_card.full_time
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 industr...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Consultant - Ann Arbor, MI

Financial Consultant - Ann Arbor, MI

Fidelity Investments • Ann Arbor, MI, United States
serp_jobs.job_card.full_time
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 industr...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Consultant (Detroit)

Financial Consultant (Detroit)

UHY-US • Detroit, MI, US
serp_jobs.job_card.part_time +1
A great UHY client is seeking a.The ideal candidate will have healthcare experience (not required), strong Excel skills (modeling / pivot tables / etc. This is a client direct hire position.Financial Co...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Consultant

Financial Consultant

Flagstar Bank • Dearborn, MI, US
serp_jobs.job_card.full_time
The financial consultant has the primary responsibility of retaining and expanding company relationships and soliciting new retail Investment and Insurance business from prospective customers.Advis...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Consultant - Fulltime - Days - Detroit

Financial Consultant - Fulltime - Days - Detroit

Henry Ford Health System • Detroit, MI, US
serp_jobs.job_card.full_time
Under minimal supervision of the Director, performs and / or manages work of a generally complex nature aimed at assisting decision making in resource allocation and / or improving the financial perfor...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Wellness Consultant

Financial Wellness Consultant

KeyCorp • Ann Arbor, MI, US
serp_jobs.job_card.full_time
Location : 2421 Plymouth Road - Ann Arbor, Michigan 48105.Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Financial Wellness Consultant...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Consultant - Ann Arbor, MI

Financial Consultant - Ann Arbor, MI

Fidelity Investments Inc. • Ann Arbor, MI, US
serp_jobs.job_card.full_time
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 industr...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
VP, Financial Consultant - Troy, MI (Hiring Immediately)

VP, Financial Consultant - Troy, MI (Hiring Immediately)

Charles Schwab • TROY, MI, US
serp_jobs.job_card.full_time
Click the link below to review our Investment Professionals incentive structure.Investment Professionals' Compensation | Charles Schwab. Here, innovative thought meets creative problem solving, help...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
VP, Financial Consultant - Troy, MI

VP, Financial Consultant - Troy, MI

Charles Schwab • TROY, MI, United States
serp_jobs.job_card.full_time
Click the link below to review our Investment Professionals’ incentive structure.Investment Professionals' Compensation | Charles Schwab. Here, innovative thought meets creative problem solving, hel...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Consultant - Fulltime - Days - Detroit

Financial Consultant - Fulltime - Days - Detroit

Henry Ford Hospital • Detroit, MI, US
serp_jobs.job_card.full_time
Business (Non-Clinical) At Henry Ford Hospital - Detroit Main Campus.Under minimal supervision of the Director, performs and / or manages work of a generally complex nature aimed at assisting decisio...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Consultant - Novi, MI

Financial Consultant - Novi, MI

Fidelity Investments • Novi, MI, United States
serp_jobs.job_card.full_time
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 industr...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Consultant | Full Time | Direct Hire

Financial Consultant | Full Time | Direct Hire

Henry Ford Hospital • Detroit, MI, US
serp_jobs.job_card.full_time +1
Under minimal supervision of the Director, performs and / or manages work of a generally complex nature aimed at assisting decision making in resource allocation and / or improving the financial perfor...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
VP, Financial Consultant - Troy, MI

VP, Financial Consultant - Troy, MI

Fairygodboss • Troy, MI, US
serp_jobs.job_card.full_time
In addition to the salary range, this role is eligible for bonus or incentive opportunities.Review the Investment Professionals' incentive structure. Investment Professionals' Compensation | Charles...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Consultant - Troy, MI

Financial Consultant - Troy, MI

Soteria Reinsurance Ltd. • Troy, MI, US
serp_jobs.job_card.full_time
Financial Consultant - Troy, MI page is loaded## Financial Consultant - Troy, MIlocations : Troy ,MItime type : Full timeposted on : Posted Todayjob requisition id : 2119230## ## Job Descriptio...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Hyperion Financial Management Consultant

Hyperion Financial Management Consultant

SonSoft Inc. • Troy, MI, US
serp_jobs.job_card.full_time +1
USA based corporation duly organized under the laws of the Commonwealth of Georgia.SonSoft Inc is growing at a steady pace specializing in the fields of Software Development, Software Consultancy, ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
VP, Financial Consultant - Troy, MI (TROY)

VP, Financial Consultant - Troy, MI (TROY)

Charles Schwab • Troy, MI, United States
serp_jobs.job_card.full_time
Position Type : Regular Your opportunity I n addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new