- Fidelity TalentSource LLC (Charlotte, NC)
- 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...clients through personal interactions, reflecting your interpersonal communication and relationship building skillsYou have a steadfast commitment to your… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …13 seasoned relationship managers and analysts dedicated to the investment consultant channel. CR is responsible for all consultant interactions, ratings ... Job Description:The RoleAs a Senior Vice President, Relationship Manager (RM) you will cultivate relationships with the research teams and field offices of… more
- Fidelity TalentSource LLC (Bellevue, WA)
- …Reimbursement program can help you obtain one The Purpose of Your RoleThe Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a ... Job Description:Planning Consultant As a Planning Consultant , you...acquire series 65/66 upon hireFinancial services experience preferably in financial planningDegree and/or other professional certifications such as CFP… more
- Segal (Boston, MA)
- …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
- Fidelity TalentSource LLC (Grand Blanc, MI)
- …of CFP\u00AE Certification is highly encouragedThe\u00A0Purpose\u00A0of Your RoleThe Planning Consultant works alongside the Financial Consultant ... planning interactions, you will support the overall client relationship by using innovative technologies, such as Glance, to...planning opportunities in which you ll partner with the Financial Consultant or Wealth Planner to develop… more
- Fidelity TalentSource LLC (Seattle, WA)
- …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
- 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
- Everence (Harrisonburg, VA)
- …base and deepen member/donor relationships through a systematic relationship -building program; including collaboration with the Harrisonburg advisor team.Regularly ... through assessment of circumstances, goals, and objectives.Collaborate with Stewardship Consultant on planning resource/educational events for not-for-profit organization leaders… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …help you obtain them! The\u00A0Purpose\u00A0of Your Role As a Benefits & Planning Consultant (formerly ES Relationship Manager), you will partner with Executive ... more than transactions.\u00A0 They are opportunities to deepen relationships, understand the unique financial needs of your clients, and make an impact on the lives… more
- Fidelity TalentSource LLC (Westlake, TX)
- …their financial wellness and retirement needs.The RoleThe Workplace Benefits Consultant (WBC) will be responsible for helping to identify and develop ... and leadership skills in order to optimally partner with Relationship Management, Sales, Personal Investing, and Consultant RelationsSubject matter… more
- Fidelity TalentSource LLC (New York, NY)
- …and analysis. Communicates with and influences leadership through relationship -builds and high-quality presentations. Primary Responsibilities: Develops creative ... related field and three (3) years of experience as a Management Consultant II (or closely related occupation) performing strategic planning, business development,… more
- PrideStaff Financial (Miami, FL)
- FINANCE & ACCOUNTING STAFFING CONSULTANT (Hybrid) PrideStaff is expanding our internal Financial sales and recruiting team in the MIAMI & SOUTH FLORIDA market to ... meet an increasing demand for accounting and financial professionals. Staffing Consultants within PrideStaff Financial are part of a unique and specialized… 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 ... clients. The Purpose of Your RoleWorking in our Investor Center, you will develop financial plans customized to the needs of your mass affluent clients through a… more
- Fidelity TalentSource LLC (Los Angeles, CA)
- …7 & 63 licenses.Prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industryExperience with ... shared dedication to mutual goals. Setting the strategic direction for the relationship and demonstrates ultimate ownership and accountability. Acting as the client… more
- Creative Financial Staffing (Chanhassen, MN)
- …plan, and contribute to the quarterly forecast processAdditionally, this FP&A consultant will provide crucial financial decision analysis and support, ... seeking an individual who will play a pivotal role in Financial Planning and Analysis (FP&A) activities enterprise-wideCollaborating closely with business… more
- Windstream (AR)
- …feature/function and service definition, vendor agreements, product roadmaps and lifecycle, and financial performance of your products. You will be expected to be as ... for development and operational teams focused on products. Oversee partner relationship standards to insure excellent customer experiences. Understand the technical… more
- Fidelity TalentSource LLC (Westlake, TX)
- Job Description:RoleThe Core Market Relationship Management Segment Head (SVP, Segment Head) has senior management accountability for a national book of business of ... firms. Expertise and Skills you BringAccountable for the retention, advocacy, satisfaction, relationship growth for both the client and the advisor firms that are… more
- Everence (Mount Joy, PA)
- …other consultants if the need for additional technical expertise dictates or as the financial relationship grows beyond the level assigned to the position. May ... desired, and with adequate progress, this position can become a Financial Consultant or Financial Planner in future years.Salaried position with… more
- Amerant Bank (Tampa, FL)
- …recommendations and credit solutions which are appropriate to the relationship risk profile.Responsibilities:Spread financial statements in spreading software, ... of credit quality for the respective assigned portfolio by monitoring relationship trends, clearing of exceptions, properly assessing and evaluating credit risk… more
- Vintun (Alexandria, VA)
- …employing top industry performers. Vintun is seeking a forward-thinking Senior Accountant/Audit Consultant to join our team in support of our Army Materiel Command ... Environmental Command (USAEC) contract, supporting tasks in the areas of financial management, business process improvement, internal control management, and audit… more
