- 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 ... team of 13 seasoned relationship managers and analysts dedicated to the investment consultant channel. CR is responsible for all consultant interactions,… more
- Fidelity TalentSource LLC (Los Angeles, 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 (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
- Fidelity TalentSource LLC (Covington, KY)
- Job Description: Investment Solutions Consultant , FILIServing as an Insurance and Annuity subject matter expert and product specialist, the Investments Solutions ... are low cost, transparent and easy to buy.\u00A0The FILI Investment Solutions Consultant plays an integral role in helping representatives develop, strengthen… 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 ... skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new… more
- Fidelity TalentSource LLC (Merrimack, NH)
- Job Description:The Role The Business Analyst Consultant will support the Fidelity Life Insurance Company (FILI). The Consultant will collaborate with Squad ... ad hoc requests from business partners. In addition, the Consultant will work on key initiatives aimed at driving...employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own… more
- 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 ... 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 (Grand Blanc, MI)
- …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\u00A0Purpose\u00A0of Your RoleThe Planning Consultant works alongside the Financial Consultant and/or Wealth… more
- Fidelity TalentSource LLC (Boston, MA)
- Senior Management Consultant Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing ... for a Senior Management Consultant to work in the Advanced Process Solutions division...areas of building and applying solutions, making sound capital investment decisions, and developing team member expertise and skills.… more
- Fidelity TalentSource LLC (Bellevue, WA)
- 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
- Everence (Harrisonburg, VA)
- …the Harrisonburg Core Market team. Collaborate with the Trust and Investment Advisors for charitable gift planning and structured gifting plans.RESPONSIBILITIES AND ... about their planned giving/development needs.In collaboration with the Trust and Investment Advisors, discuss opportunities to meet the needs of donors through… 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 (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
- 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
- Fidelity TalentSource LLC (Portland, OR)
- …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
- 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 (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 (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 (Atlanta, GA)
- The Opportunity:We are seeking a Senior Health Benefits Consultant to join the East Region. The preferred location would be in the Atlanta office. The Senior Health ... Consultant is integral to supporting the delivery of a...owned, leading North American employee benefit, human resources, and investment management consulting firm with over 80 years of… 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
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