- Hired by Matrix (Columbus, OH)
- …a full- service search firm, we partner with companies across industries, including Financial Services , Fintech, Consumer Goods and Services , Security and ... developing applications using Enterprise Application Integration tools. 1+ years Exprience: Financial services . Development in and/or support of Microsoft… 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 ... Advantage/Partnership The Expertise and Skills You Bring 3 years of financial services experience required; BA requiredSeries 7 and 66 required (or S63/S65)1-2… more
- Hired by Matrix (Columbus, OH)
- …a full- service search firm, we partner with companies across industries, including Financial Services , Fintech, Consumer Goods and Services , Security and ... teamsWe even go the extra mile with our signature Consultant Appreciation Program (CAP) to help them in their...multi-task and adjust quickly to change in a busy financial service center. Position Type: Contract Get… more
- Creative Financial Staffing (Columbus, OH)
- …members RESPONSIBILITIES OF THE ACCOUNTING CONSULTANT The Accounting Consultant will compile and analyze financial information: Including reconciliations ... Accounting Consultant Position ABOUT THE COMPANY Our client is...is a non-profit organization in the Columbus area providing services to the community. They are looking for Accounting… more
- Creative Financial Staffing (Columbus, OH)
- …and map their bank/credit card accounts to the QuickBooks bank feed service - Troubleshoot any connection issues between financial institutions and QuickBooks ... QuickBooks Bank Feed ConsultantWe are seeking an experienced QuickBooks consultant to assist our clients with implementing and optimizing the bank feed integration… more
- Fidelity TalentSource LLC (Oakdale, MN)
- …leader in innovation and invests in you with key product and service offerings, groundbreaking technology and a world-class investment platform. We empower ... 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… more
- Everence (Denver, CO)
- …skills, verbal, and written skills.Ego strength (resiliency).Ability to explain complex financial concepts in easily understood manner. Service motivation to ... AND DUTIESProvide holistic investment, insurance, and charitable giving advice and financial planning counsel to individuals and couples.Generate new business and… more
- Fidelity TalentSource LLC (West Hartford, CT)
- …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 build ... you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen… more
- Segal (Chicago, IL)
- …in pharmacy benefits data? This opportunity may be for you!Our Senior Consultant , Pharmacy Benefits Financial Analysis creates and analyzes pharmacy benefits ... pharmacy benefits-related financial tools.| Perform as the senior level financial analysis on PBM-related client projects and service delivery initiatives… more
- Fidelity TalentSource LLC (Tysons Corner, VA)
- …66 and insurance licenses within 90 days of hireMinimum 2 years of financial services or relevant experienceAttainment of CFP\u00AE Certification is highly ... encouragedThe\u00A0Purpose\u00A0of Your RoleThe Planning Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial … more
- Creative Financial Staffing (Columbus, OH)
- …Unanet) and an interest in leveraging new technologies to enhance financial efficiency. Exceptional customer service , analytical, organizational, and ... HireHybrid 3/2 scheduleThe Assistant Accounting Manager is instrumental in optimizing financial operations and overseeing tasks such as invoice management, account… more
- Fidelity TalentSource LLC (Westlake, TX)
- …Expertise You Have Experience in employee benefits communications and/or financial services preferredClient consultation experience5+ years creating ... campaigns, tools, and workshops that can help participants make informed financial decisions. \u00A0The Communications Consultant help our clients determine… more
- Everence (Mount Joy, PA)
- …Asset Management.If desired, and with adequate progress, this position can become a Financial Consultant or Financial Planner in future years.Salaried ... POSITION SUMMARYProvide service , basic planning, and product sales for an...all licensesExperience: Administrative or sales experience; preferably in the financial services industrySkills and Abilities:Appreciation for the… more
- Fidelity TalentSource LLC (Overland Park, KS)
- …state registrations OR ability to acquire series 65/66 upon hireFinancial services experience preferably in financial planningDegree and/or other professional ... 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 (Oakdale, MN)
- 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 ... plans through a wide range of products and services using your sound judgment, keen knowledge of products,...ForEffectively utilizing Fidelity s guidance tools, you engage in financial planning discussions by presenting solutions and service… more
- Hired by Matrix (New York, NY)
- …a full- service search firm, we partner with companies across industries, including Financial Services , Fintech, Consumer Goods and Services , Security and ... We even go the extra mile with our signature Consultant Appreciation Program (CAP) to help them in their...ready to build your career by joining a global financial institution? If so, our client is hiring a… 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...5 years of product management or consulting experience within financial servicesKnowledge of and experience with High Net Worth… more
- Fidelity TalentSource LLC (Boston, MA)
- …strategic and growth initiatives Extensive major initiative/program management experience Financial Services / Benefits Outsourcing experience Expert knowledge ... Senior Management Consultant Fidelity TalentSource is your destination for discovering...Architecture Enterprise-level business value analysis, development and planning Functional financial services and operations expertise Comfortable with… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …You DeliverWorking with the Account Executive, Solutions Architect, and Product & Service Consultant to develop strategy plan appropriate for project ... the value proposition Fidelity brings to its clients and how our product and service delivery model works. The TeamThe Proposal Consultant is responsible for the… more
- Fidelity TalentSource LLC (Brea, CA)
- …techniques. The Expertise We re Looking ForWe ask that you have sales experience in the financial service industryWe require a Series 7 & 63 and will allow study ... Work Impacts the OrganizationYour work supports Personal Investments by delivering financial service expertise through inclusive mentorship and development… more
