- Fidelity TalentSource LLC (Merrimack, NH)
- …Degree required; MBA and/or CFA strongly desiredSeries 7 and 63 The TeamThe Investment Consultant Relations (CR) group sits within Fidelity Institutional, which ... 13 seasoned relationship managers and analysts dedicated to the investment consultant channel. CR is responsible for...offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require… more
- Fidelity TalentSource LLC (Wayne, NJ)
- Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a ... which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. The Expertise… more
- Fidelity TalentSource LLC (Farmington Hills, MI)
- Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a ... to remain where it matters the most: cultivating relationships and providing investment solutions. The Expertise We re Looking ForPrevious success in building… more
- Segal (Boston, MA)
- We are recruiting for Associate Actuarial Consultant , Pension to join our Retirement Practice. We offer a position that involves a diverse range of ... technical support on complex client projects and related actuarial issues.The Pension Associate Actuarial Consultant will provide a level of review, actuarial… more
- Segal (New York, NY)
- …a privately owned, leading North American employee benefit, human resources and investment management consulting firm with over 80 years of history providing trusted ... advice that improves lives. Clients include public and private corporations, multiemployer trust funds, public sector entities, higher education institutions, institutional advisors, among many others.Segal's total rewards are part of what makes Segal a… more
- Fidelity TalentSource LLC (Washington, DC)
- 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 ... The Skills You BringAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in… more
- Fidelity TalentSource LLC (Merrimack, NH)
- Job Description:The Proposal Consultant will develop and produce effective sales materials, primarily Requests for Proposals, in support of Fidelity Workplace ... how our product and service delivery model works. The TeamThe Proposal Consultant is responsible for the management, completion, and production of proposal requests… more
- Fidelity TalentSource LLC (Middleton, WI)
- …with a goal of developing lifetime relationships with Fidelity.As a Planning Consultant , you will provide a world-class planning experience, uncover opportunities to ... of CFP\u00AE Certification is highly encouragedThe Purpose of Your RoleThe Planning Consultant works alongside the Financial Consultant and/or Wealth Planner in… more
- Fidelity TalentSource LLC (Salt Lake City, UT)
- …of like-minded professionals as an Executive Services Benefits & Planning Consultant and cultivate relationships with executives covered by the Executive Services ... you obtain them! The\u00A0Purpose\u00A0of Your Role As a Benefits & Planning Consultant (formerly ES Relationship Manager), you will partner with Executive Planning… more
- Fidelity TalentSource LLC (Plano, TX)
- Job Description:Planning Consultant As a Planning Consultant , you will provide a world-class planning experience, uncover opportunities to deepen client ... program can help you obtain one The Purpose of Your RoleThe Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning… more
- Fidelity TalentSource LLC (Westlake, TX)
- Job Description:Health & Welfare Senior Requirements and Configuration Consultant \u00A0\u00A0The Senior Requirements and Configuration Consultant is a member of ... mindset\u00A0\u00A0The Purpose of Your Role\u00A0The Senior Requirements and Configuration Consultant has end-to-end responsibility for the documentation, configuration and… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …Description:Our Regional Coaching Consultants work to foster a culture of associate development by creating training programs that representatives look forward to ... of hireCFP certification preferred The Purpose\u00A0of Your RoleThe Regional Coaching Consultant works strategically with key business partners across Personal and… more
- Fidelity TalentSource LLC (New York, NY)
- …related field and three (3) years of experience as a Management Consultant II (or closely related occupation) performing strategic planning, business development, ... press); and informing and influencing strategic business decisions by preparing investment materials -- financial models, deal memos, and presentations -- using… more
- Fidelity TalentSource LLC (Edina, MN)
- …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 ... key product and service offerings, groundbreaking technology and a world-class investment platform. We empower professional growth, flexibility and support thus… more
- Fidelity TalentSource LLC (Denver, CO)
- …by reinforcing the principles of consultative selling. You will impact associate development through focused coaching support in the key foundational areas, ... certification preferredThe Purpose of Your RoleOur vision for the Regional Planning Consultant is to develop sales associates through collaboration and mentoring, to… more
- Fidelity TalentSource LLC (Durham, NC)
- Job Description:The Role\u00A0\u00A0 The Defined Benefits Technical Consultant will support the business by working on highly complex Defined Benefit data consulting ... quality work and a best-in-class client/customer experience.\u00A0 The Technical Consultant leverages various service category databases, data warehouses, and other… more
- Fidelity TalentSource LLC (Boston, MA)
- Job Description:The RoleAs a member of the Wealth Management Offering squad, the Consultant collaborates with the team and business partners to lead and support ... protected in times of need. In the role, the Consultant will be:Identifying the needs and opportunities of our...with both internal and external business partners to optimize associate and client experiences that address the needs of… more
- Fidelity TalentSource LLC (West Hartford, CT)
- …key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers ... qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the...rewards package, including a stable base salary, to recognize associate achievementsClick to hear from a few of our… more
- Fidelity TalentSource LLC (Seattle, WA)
- …local client campuses 4-5 days a week. The RoleThe Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice (WEPA) ... are achieved. Specific responsibilities include:Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and… more
- Fidelity TalentSource LLC (Bellevue, WA)
- …clients and that's a key component to the role of the Wealth Management Planning Consultant . The Expertise We re Looking ForFINRA Series 7 & 63 licensed; Series 65 ... member, using a dynamic and customized approach, this Wealth Management Planning Consultant will help support the long-term objectives of our most sophisticated… more
