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. 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 stable industry leader. Full Job Description. Fidelity Investments Employee Reviews for Financial Consultant Review this company Job Title Financial Consultant 41 reviews Location United States 41 reviews Ratings by category 3.9 Work-Life Balance 4.0 Pay & Benefits 3.5 Job Security & Advancement 3.6 Management 3.8 Culture Sort by Helpfulness Rating Date Language To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3. We invite you to Find Your Fidelity at fidelitycareers.com. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs. Truly great place to work. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. Apply today at CareerBuilder! Financial Consultants need to be well organized to succeed at Fidelity, says Patrick. It's a bit soul crushing pushing products that really aren't right for people. Fidelity Investments Financial Consultant - Rockville, MD Rockville, MD 5d Fidelity Investments College Students Seeking Full-Time Summer 2023 Role Converting to Part-Time in Fall 2023 Jacksonville, FL 2d $32K-$50K Per Year (Glassdoor est.) At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Job Description: Phone Financial Consultant Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. Job Description: Phone Financial Consultant "Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a . Financial Consultant - Park Ave, NYC Fidelity Investments, New York New York, US Work at Fidelity Investments Apply for the Job in Financial Consultant - Covington, KY at Lexington, KY. View the job description, responsibilities and qualifications for this position. Fidelity Investments Investment Consultant - Farmington Hills, MI Farmington Hills, MI 30d+ Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. Fidelity is an excellent company to work for. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations @fmr.com , or by calling 800-835-5099, prompt 2, option 3. The estimated base pay is $90,569 per year. Job Description:Financial Consultant. Thinking about Applying to Fidelity Financial Consultant Program So I currently work sales, make around 55-60k. Patrick also has five appointments a day with current clients to discuss their financial needs. . In celebration of companies that make it easier to blaze your own trail, we've asked Erica, a Financial Consultant with Fidelity Investments, to share her daily responsibilities and tasks during a typical workday for this week's "What She Does" segment. Here are several general duties and responsibilities of a Financial Consultant: Providing financial advice to clients based on their circumstances, appetite for risk and desired level of future investment growth Analyzing client information and future financial projections to ascertain the best investment solutions and strategies for clients A Fidelity Financial Consultant Program in your area makes on average $102,959 per year, or $1,633 (2%) more than the national average annual salary of $101,326. Job Description: Financial Consultant. There's a decent amount of things I see at work that feel shady/unethical. Job Description: Team Leader, Planning and Advice "Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Is it time to explore new challenges in your career? A financial advisor can help you choose an appropriate mix of investments, adjust your portfolio over time, and withdraw your savings in a tax-efficient way to help realize your goals. Financial Consultant responsibilities include forecasting costs and revenues, conducting risk analyses for financial plans and evaluating capital expansion options (e.g. Job Description:Financial ConsultantIf 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 stable industry leader. 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 . You should also be able to maintain solid relationships with clients. It's a solid job but definitely not something I want to do long-term. Job Description: Phone Financial ConsultantIs it time to explore new challenges in your career? Skip to Job Postings. The Finance Professional 2 work assignments are varied and frequently require interpretation and independent determination of the appropriate courses of . A Work From Home job in Atlanta, GA by Fidelity Investments in the Finance field: Financial Consultant - Dunwoody, GA Financial Consultant. Being large you have the benefit of unlimited resources, but being privately owned Abby Johnson (CEO) and the Senior Leadership can prioritize the clients and employees over shareholders. With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Base Salary ( USD) 10% $54k MEDIAN $71k 90% $99k The average salary for a. Cancel . This number represents the median, which is the midpoint of the ranges from our proprietary Total Pay Estimate model and based on salaries collected from our users. Name: Erica, CFP Career/Title: Financial Consultant, Fidelity Investments 2061681. Browse 191,895 FIDELITY FINANCIAL CONSULTANT PROGRAM jobs ($57k-$141k) from companies near you with job openings that are hiring now and 1-click apply! Implementing Sally and Ben's financial plan Sally and Ben already had a portfolio that made sense for their goals, risk tolerance, and situation. Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Most of what you'll do is educating people on different characteristics of different asset classes, and your recommendations are largely going to be based around trying to get people into proprietary managed account portfolios. He starts work each morning by planning his tasks for the day, and he then makes several calls to prospective clients. Job Description. Job posted 4 hours ago - Fidelity Investments is hiring now for a Full-Time Financial Consultant - Greenwood Village, CO in Timnath, CO. Join a team that also invests in you with key product and service offerings, sophisticated technology, and an elite investment platform. Description A Financial Consultant Manager will be responsible for leading the process of . Job Financial Consultant Average Financial Consultant Salary at Fidelity Investments $70,680 / year Avg. . The financial consultant's responsibilities include assessing clients' financial situations, explaining the pros and cons of various investment strategies, answering all finance-related questions, and addressing clients' concerns. Enjoy! funding or loans.) The Finance Professional 2 analyzes and forecasts financial, economic, and other data to provide accurate and timely information for strategic and operational decisions. "Financial consultants can help you plan your investments to weather the storm and stay the course when times get tough." Expect to Pay Fees While some investment advisors are paid commissions. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. It's much more sales than finance, though. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. Research salary, company info, career paths, and top skills for Financial Consultant - Covington, KY The . The estimated total pay for a Financial Consultant at Fidelity Investments is $167,832 per year. Job Description: Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client's unique planning needs. programs and financial education resources, to name a few. Investment Consultant (Current Employee) - Omaha, NE - March 10, 2020. It will blend working both onsite and offsite through what we're calling "Dynamic Working." We are more than a financial services firm. What does an 1816390 - Financial Consultant do at companies like FIDELITY INVESTMENTS? Associate To be successful in this role, you should have a Finance or Accounting degree and relevant work experience as a Financial Adviser to large clients. A good chunk of your compensation will be based on your ability to upsell . Based on recent job postings on ZipRecruiter, the Fidelity Financial Consultant Program job market in both Boydton, VA and the surrounding area is very active.