Job Description : Financial Consultant
Financial Consultant
Hit Apply below to send your application for consideration Ensure that your CV is up to date, and that you have read the job specs first.
Fidelity has established itself as a leader in the industry by providing financial professionals with a unique business model that allows for growth, flexibility, and unmatched support.
Say goodbye to the struggle of generating new clients and hello to a world where you can focus on your passion for creating financial solutions.
In this role, you will also be expected to carry out research and data analysis, which will help your superior to make informed decisions.
You should have a good understanding of the industry trends, your superior's organization, and the market to provide valuable insights.
At the Investor Center, direct communication with clients is crucial. Here, you'll offer bespoke solutions and advice to boost the firm's image.
We provide you with an excellent product platform and financial resources to aid in creating relationships with a pre-existing clientele and expanding the reach of the brand.
Responsibilities
- In this role, you will also be expected to carry out research and data analysis, which will help your superior to make informed decisions.
- Cleverly acquainting your clients with different investment schemes and engendering encouraging, client-oriented discussions that result in greater asset accumulation.
Qualifications
- Recognized expertise in nurturing lasting bonds, uncovering requirements and advising appropriate solutions.
- The applicant needs to possess a FINRA Series 7 and 63 license as well as state registration or have the potential to obtain the Series 65 / 66 license after the hiring process to qualify for this job.
- Capable of presenting multifarious solutions to a knowledgeable clientele, building rapport, and enhancing credibility through attentive communication.
- Professional certifications and degrees are advantageous to any profession, particularly finance.
- Your resolute devotion to your clients is complemented by your aspiration to bring about a positive transformation in the community.
Benefits
- We are concerned about our workers' overall health and happiness and provide a range of benefit programs to promote work-life balance.
- With Fidelity, you will receive thorough training and onboarding to help you achieve success.
Our investments in your skillset aim to ensure your professional growth and advancement.
Fidelity regards its workforce as its primary competitive edge, and we emphasize an all-encompassing life approach.
If you are an applicant with a disability who requires assistance to participate in the application or interview process, Fidelity will reasonably accommodate you.
Fidelity emphasizes honesty, integrity, and safety for its clients and employees in a highly regulated environment.
J-18808-Ljbffr
Financial Analyst 3
The main functions of a financial analyst are to gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions. A typical financial analyst is responsible for analyzing and communicating financial...
Senior Financial Analyst
Join the team as our next Senior Financial Analyst, Revenue FP&A. Perform and own several ad-hoc financial analyses as they relate to critical business decision making at the finance leadership level. Experience building complex interdependent financial models from scratch and extracting actiona...
Senior Financial Analyst, Supply Chain Finance
Execute aspects of finance planning and performance management process and related financial decisions potentially including Annual Contract planning/forecasting, target development, financial performance reporting/analysis, financial modeling and decision support for a focused scope within a region...
Sr. Financial Analyst, Health Plan Pricing (Hybrid)
Supports the financial and operational evaluation of prospective Health Plan contracts, providing consulting and recommendations to ensure growth and profitability of third-party payors. Performs all financial analyses required for prospective third-party contracts including the compilation of fee s...
Senior Financial Analyst
The Financial Planning & Analysis (FP&A) team of ZGM is responsible for the following key activities:. Management of corporate finance activities – reviewing closing financials, forecasting, annual budgeting, and long-range planning. You must be comfortable with ambiguity, have an interest i...
Senior Financial Analyst, GTM and G&A
As the Senior Financial Analyst, GTM and G&A, you will play a crucial role in forming the bridge between your business partners and our corporate finance team, providing insights to stakeholders across the organization to drive data-driven decisions. Compare results of financial data against pla...
Analyst, Business Systems Analyst
Financial Acumen: Knowledge of understanding of financial concepts, tools and processes and how financial metrics are used to supervise and drive outcomes. Are you interested in building capabilities that enable the organization with innovation, speed, agility, scalability and efficiency? The Global...
Senior Financial Planning & Analysis Analyst
PAPER is looking for a highly-motivated, energetic Senior Financial Planning & Analysis (FP&A) Analyst to join our team. Build and maintain the financial planning and reporting models within Pigment, the financial planning software for Paper. You will join a lean, dynamic team and make a hig...
Financial Analyst (Hybrid Telework)
The selected candidate will serve on and interact with a team of Financial Analysts supporting the Missile Defense and Space Surveillance (MD&SS) portfolio with Radar Sensor and Systems (RSS). Supports the Program Management and Financial Team to help develop and provide recommendations to key stake...
Treasury Analyst II
The Treasury Analyst reports to the Manager of Treasury Management Services. Provides financial planning and analysis in the conduct of daily treasury activities. Ensure compliance with internal controls, policies and procedures of cash management activities and stay abreast of financial markets and...