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FINANCIAL CONSULTANT - CHARLOTTE, NC - NOW HIRING

Previous success in building relationships, uncovering needs and recommending solutions. FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire. Keen...

CompanyFidelity Investments
AddressCharlotte, NC
CategoryAccounting/Finance
Job typeFull-time, Part-time
Date Posted 5 hours ago See detail

Financial Consultant - Charlotte, NC - Now Hiring New

Fidelity Investments

Charlotte, NC

Previous success in building relationships, uncovering needs and recommending solutions. FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire. Keen...

5 hours ago seen See more...

VP, Financial Consultant - New York, NY (Grand Central)

Pix11

New York, NY

A valid and active FINRA Series 7 license required. Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Ability to build strong relationships, en...

yesterday seen See more...

VP, Financial Consultant - New York, NY (Grand Central)

Pix11

New York, NY

A valid and active FINRA Series 7 license required. Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Ability to build strong relationships, en...

yesterday seen See more...

Financial Consultant

Xcel Energy

Denver, CO

$81,000.00 to $115,867.00 per year

Responsible for providing the strategic counsel, expertise, vision and leadership for identifying, evaluating, implementing and integrating appropriate financial strategies. Oversee the gathering, analysis, preparation and summary...

3 days ago seen See more...

Financial Consultant - Del Mar, CA - Now Hiring

Fidelity Investments

San Diego, CA

$55,000 - $75,000 per year

Previous success in building relationships, uncovering needs and recommending solutions. FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire. Keen...

4 days ago seen See more...

VP, Financial Consultant - West Hartford, CT

Charles Schwab

West Hartford, CT

In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. We offer a competitive benefits package that takes care of the whole you - both...

6 days ago seen See more...

VP, Financial Consultant - Campbell, CA

Charles Schwab

Campbell, CA

In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. What's in it for you: We offer a competitive benefits package that takes care o...

7 days ago seen See more...

Financial Consultant

York Life Houston General Office

Houston, TX

Develop in-depth knowledge of New York Lifes insurance products, including life insurance, disability income insurance, long-term care insurance, and annuities, and effectively communicate their features and benefits to clients....

a week ago seen See more...

Financial Consultant - Dunwoody, GA - Now Hiring

Fidelity Investments

Atlanta, GA

Previous success in building relationships, uncovering needs and recommending solutions. FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire. Keen...

a week ago seen See more...

Financial Consultant, Schwab Financial Solutions Branch - Now Hiring

Charles Schwab

Commerce City, CO

Be Curious and Consultative: Discover all you can about your clients, see things through their eyes, and then review and recommend appropriate solutions to help them stay on track with their financial goals.. Be a Trusted Advisor:...

2 weeks ago seen See more...

VP, Financial Consultant – Richmond, VA

Charles Schwab

Richmond, VA

A valid and active FINRA Series 7 license required. Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.. Ability to build strong relationship...

2 weeks ago seen See more...

VP, Financial Consultant- New York, NY (Flatiron)

Charles Schwab

New York, NY

A valid and active FINRA Series 7 license required. Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.. Ability to build strong relationship...

2 weeks ago seen See more...

Financial Consultant - Ann Arbor, MI - Now Hiring

Fidelity Investments

Ann Arbor, MI

Previous success in building relationships, uncovering needs and recommending solutions. FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire. Keen...

2 weeks ago seen See more...

VP, Financial Consultant - Novi, MI

Charles Schwab

Ypsilanti, MI

A valid and active FINRA Series 7 license required. Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.. Ability to build strong relationsh...

2 weeks ago seen See more...

Financial Consultant - Ballantyne, NC - Now Hiring

Fidelity Investments

Charlotte, NC

Previous success in building relationships, uncovering needs and recommending solutions. FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire. Keen...

2 weeks ago seen See more...

VP, Financial Consultant - Northbrook, IL

Charles Schwab

Cicero, IL

A valid and active FINRA Series 7 license required. Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.. Ability to build strong relationsh...

2 weeks ago seen See more...

Financial Consultant - Tampa, FL - Now Hiring

Fidelity Investments

Tampa, FL

Previous success in building relationships, uncovering needs and recommending solutions. FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire. Keen...

2 weeks ago seen See more...

Financial Consultant

The Travelers Indemnity Company

Hartford, CT

Prepare, evaluate, and validate financial and operational reports. Analyze, interpret, and validate trends and variances in business performance, while interacting with cross functional peers on limited basis. Synthesize and prese...

2 weeks ago seen See more...

Financial Consultant Lead/Manager

Elevance Health

Atlanta, GA

Leads projects and focuses on business process improvement initiatives and in some departments will help to create innovative financial system solutions to minimize manual or repetitive functions. Consults with and provides manage...

2 weeks ago seen See more...

IFS Financial Consultant

Xyant Technology, Inc.

Atlanta, GA

Responsible for end to end Implementation / Upgrade / Support Projects on IFS Applications. Actively participate in all projects related activities. Interact with Technical team and help them in Reports generation and other techni...

2 weeks ago seen See more...

Financial Consultant

Medtronic

California, United States

$120K - $151K a year

Implementation of revenue growth plans Provide financial guidance/support to the Sales Organization to help them execute revenue growth initiatives Lead sales organization forecast process, drive forecast accuracy Prepare and pres...

2 weeks ago seen See more...

Financial Consultant Partner - Seattle, WA

Charles Schwab

Seattle, WA

$58,400 - $83,700 a year

Provide direct, dedicated support for Sr. Financial Consultant(s) and their practice clients. Work with existing practice clients via inbound, proactive and follow-up phone calls, and email as well as face to face interactions. De...

2 weeks ago seen See more...

VP, Financial Consultant - Stockton, CA

Charles Schwab

Stockton, CA

$68,000 - $95,000 a year

A valid and active FINRA Series 7 license required Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Ability to build strong relationships, eng...

2 weeks ago seen See more...

Financial Consultant

York Life - Lance Gillman

Arizona, United States

$100,000 - $150,000 a year

Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor Develop and implement tailored financial plans using our...

2 weeks ago seen See more...

Financial Consultant

Apple Bank For Savings

New York, NY

$72,000 - $96,000 a year

Meet or exceed sales goals. Conduct branch sales meetings, huddles, quick starts, etc. Conduct ongoing and consistent sales generating activities: Calls, book appointments, etc. Conduct training of all branch employees. Meet daily...

2 weeks ago seen See more...

Financial Consultant II

Interclypse Inc

Washington, DC

$75,000 - $130,000 a year

Help develop and deliver the annual risk assessment that leverages financial statement data. Assist with developing controls, processes, and procedures to validate audit assertions (e.g., existence) Assist with developing and impl...

2 weeks ago seen See more...

VP, Financial Consultant - New York, NY (Upper West Side)

Charles Schwab

Avenel, NJ

A valid and active FINRA Series 7 license required. Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Ability to build strong relationships, en...

2 weeks ago seen See more...

VP, Financial Consultant - New York, NY (Upper West Side)

Charles Schwab

New Providence, NJ

A valid and active FINRA Series 7 license required. Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Ability to build strong relationships, en...

2 weeks ago seen See more...

VP, Financial Consultant- Gaithersburg, MD

Charles Schwab

Spencerville, MD

Required Qualifications:A valid and active FINRA Series 7 license required. Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifi...

2 weeks ago seen See more...

VP, Financial Consultant- West Portal, CA

Charles Schwab

Ione, CA

A valid and active FINRA Series 7 license required. Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.. Ability to build strong relationship...

2 weeks ago seen See more...

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