- Fidelity TalentSource LLC (Pasadena, CA)
- 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 (Columbus, OH)
- …key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers ... RoleWe fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing… more
- Everence (Harrisonburg, VA)
- …through assessment of circumstances, goals, and objectives.Collaborate with Stewardship Consultant on planning resource /educational events for not-for-profit ... the Harrisonburg Core Market team. Collaborate with the Trust and Investment Advisors for charitable gift planning and structured gifting plans.RESPONSIBILITIES AND… more
- Segal (Los Angeles, CA)
- …Rewards Program:Segal is a privately owned, leading North American employee benefit, human resources and investment management consulting firm with over 80 years ... Defined Benefit Pension Plan, sabbaticals, and wellbeing benefit?).The Senior Consultant collaborates closely with clients and Segal colleagues performing project… more
- Segal (Boston, MA)
- …Rewards Program:Segal is a privately owned, leading North American employee benefit, human resources and investment management consulting firm with over 80 years ... We are recruiting for Associate Actuarial Consultant , Pension to join our Retirement Practice. We...and mentoring junior colleagues and serving as a technical resource .Present at client meetings and participate on special projects… more
- Segal (Atlanta, GA)
- …Program:Segal is a privately owned, leading North American employee benefit, human resources , and investment management consulting firm with over 80 years ... The Opportunity:We are seeking a Senior Health Benefits Consultant to join the East Region. The preferred...would be in the Atlanta office. The Senior Health Consultant is integral to supporting the delivery of a… more
- Segal (Chicago, IL)
- …Program:Segal is a privately owned, leading North American employee benefit, human resources , and investment management consulting firm with over 80 years ... pharmacy benefits data? This opportunity may be for you!Our Senior Consultant , Pharmacy Benefits Financial Analysis creates and analyzes pharmacy benefits financial… more
- Segal (Chicago, IL)
- …Rewards Program:Segal is a privately owned, leading North American employee benefit, human resources and investment management consulting firm with over 80 years ... and prospective clients in the Public Sector, Multiemployer or Corporate markets.The Consultant guides client service teams and plays a proactive role in mentoring… more
- Fidelity TalentSource LLC (Seal Beach, CA)
- 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 ... We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client… more
- Fidelity TalentSource LLC (Lake Grove, NY)
- 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 (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 (Merrimack, NH)
- …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
- Segal (New York, NY)
- …Rewards Program:Segal is 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… more
- Fidelity TalentSource LLC (San Jose, CA)
- …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 (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 ... qualityThe Value You Deliver Providing advice to Chief Financial Officers and Human Resource Officers of mid to large size companies regarding their retirement and… more
- Fidelity TalentSource LLC (Newport Beach, CA)
- …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
- Fidelity TalentSource LLC (Merrimack, NH)
- …top tier financial services companies in America, has a Principal Cybersecurity Consultant opening that represents an outstanding opportunity to further develop an ... collateral to be published on NetBenefits\u00AE and Plan Sponsor WebStation\u00AE. This Consultant will need to work individually and with business partners and… more
- Fidelity TalentSource LLC (Boston, MA)
- Job Description:The Role The Senior Consultant will lead all aspects of the delivery of equity compensation solutions to Fidelity corporate clients. They will meet ... fast-paced work environment How Your Work Impacts the Organization The Senior Consultant will immediately deliver value to our existing client relationships and… more
- Fidelity TalentSource LLC (Edina, MN)
- …key product and service offerings, groundbreaking technology and a world-class investment platform. We empower professional growth, flexibility and support thus ... 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 the appropriate investment solutions to existing clients and help expand the… more
- Fidelity TalentSource LLC (Irvine, CA)
- …certification preferredThe Purpose of Your RoleOur vision for the Regional Planning Consultant is to develop sales associates through collaboration and mentoring, to ... matter expertise on a broad range of financial planning and investment solutions, including advisory solutions, wealth advisory services, insurance offerings, and… more
