- Fidelity TalentSource LLC (Grand Rapids, 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 ... financial plans through a wide range of products and services using your sound judgment, keen knowledge of products,...your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local… 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 ... needs of your mass affluent clients through a wide range of solution and services . Instead of spending your time sourcing new clients, you will engage with existing… more
- Segal (Los Angeles, CA)
- …Defined Benefit Pension Plan, sabbaticals, and wellbeing benefit?).The Senior Consultant collaborates closely with clients and Segal colleagues performing project ... a broad range of corporate, public sector and non-profit entities. The Senior Consultant is effective in a client facing advisory role and possesses complex project… more
- Segal (New York, NY)
- …other technologies; vendor selection and; system implementation/post-implementation support. The Consultant will have significant visibility in working with both ... lead and support initiatives to grow a robust business. The Role The Sr. Consultant will collaborate with practice colleagues and other Segal staff to manage and… 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 ... of industry experience\u00A07-10 years of Health and Insurance benefits service experience\u00A05+ years of professional experience (and demonstrated competence,… more
- Fidelity TalentSource LLC (Durham, NC)
- …quality work and a best-in-class client/customer experience.\u00A0 The Technical Consultant leverages various service category databases, data warehouses, ... Job Description:The Role\u00A0\u00A0 The Defined Benefits Technical Consultant will support the business by working on...fast-growing business within Fidelity, providing a broad range of services that touch on every area of benefits design,… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …of others.\u00A0 Join a team of like-minded professionals as an Executive Services Benefits & Planning Consultant and cultivate relationships with executives ... covered by the Executive Services offering through their employer.\u00A0 At Fidelity, we give...them! The\u00A0Purpose\u00A0of Your Role As a Benefits & Planning Consultant (formerly ES Relationship Manager), you will partner with… more
- Segal (Chicago, IL)
- …pharmacy benefits data? This opportunity may be for you!Our Senior Consultant , Pharmacy Benefits Financial Analysis creates and analyzes pharmacy benefits financial ... generating innovation initiatives in the healthcare/pharmacy benefits industry. The Senior Consultant actively contributes to a work culture that is diverse,… more
- Fidelity TalentSource LLC (Burlingame, CA)
- Job Description:Planning Consultant As a Planning Consultant , you will provide a world-class planning experience, uncover opportunities to deepen client ... registrations OR ability to acquire series 65/66 upon hireFinancial services experience preferably in financial planningDegree and/or other professional… more
- Fidelity TalentSource LLC (Newton, MA)
- …or 66 licensed (OR ability to acquire series 65/66 upon hire) and Life Insurance licenseFinancial Services experience, we recommend five yearsDegree and/or other ... component to the role of the Wealth Management Planning Consultant . The Expertise We re Looking ForFINRA Series 7...Role You are providing the highest level of customer service to Fidelity s most sophisticated and most valued… more
- Segal (Boston, MA)
- …Actuarial Consultant will provide a level of review, actuarial services , and consulting expertise to pension clients (valuations and reports, special projects ... We are recruiting for Associate Actuarial Consultant , Pension to join our Retirement Practice. We...with active progression to credentialed status (ASA preferred).Strong client service skills and technical expertise. A big picture perspective… more
- Fidelity TalentSource LLC (Brea, CA)
- …subject matter expertise on a broad range of financial planning and investment solutions, including advisory solutions, wealth advisory services , insurance ... ask that you have sales experience in the financial service industryWe require a Series 7 & 63 and...Purpose of Your RoleOur vision for the Regional Planning Consultant is to develop sales associates through collaboration and… 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 (West Hartford, CT)
- …in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will ... qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the...Investments in YouWe believe it is important to approach life holistically. Fidelity s greatest advantage is our people… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …financial services companies in America, has a Principal Cybersecurity Consultant opening that represents an outstanding opportunity to further develop an ... technology safe by providing cybersecurity risk assessment, consulting, and training services based on years of Fidelity expertise. The cybersecurity consulting team… more
- Segal (Chicago, IL)
- …existing and prospective clients in the Public Sector, Multiemployer or Corporate markets.The Consultant guides client service teams and plays a proactive role ... to provide clients with a full array of our consulting services . Key accountabilities include:* Understanding clients' issues, anticipating clients' needs (aka:… more
- Fidelity TalentSource LLC (Edina, MN)
- …industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology and a world-class investment platform. We ... with an existing client base. You provide the appropriate investment solutions to existing clients and help expand the...Investments in YouWe believe it is important to approach life holistically. Our benefit programs are designed to assist… more
- Fidelity TalentSource LLC (Chicago, IL)
- Job Description:Searching for an experienced actuarial consultant interested in building a career in a team centric fast paced consulting environment!The Team The ... fast-growing business within Fidelity, providing a broad range of services that touch on every area of benefits design,...your evolving needs and help you live your best life at work and at home. \u00A0These benefits include… more
- Fidelity TalentSource LLC (Boston, MA)
- …us build lasting client relationships.The Role As a Health and Welfare Benefits Consultant , you will manage projects and client relationships spanning a variety of ... but not limited to: plan design, compliance and reporting services , health plan underwriting and employee contribution setting, health...your evolving needs and help you live your best life at work and at home. \u00A0These benefits include… more
- Everence (Denver, CO)
- …help people integrate their faith and finances through their investment , insurance, and charitable giving decisions. RESPONSIBILITIES AND DUTIESProvide holistic ... investment , insurance, and charitable giving advice and financial planning...business and sale of products within the market area.Provide service to existing clients.Build trust with clients through professional… more
