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Financial Consultant - Albany, NY

Fidelity Investments
-
Albany, NY, United States
  • Sales
  • Full-time
  • financial consultant
  • investment planning
  • retirement planning

$60,000 - $75,000 p/year


Our job summary

The Financial Consultant at Fidelity focuses on deepening relationships with an existing client base and creating complex financial and retirement plans. The role requires FINRA licenses, strong interpersonal skills, and the ability to present investment strategies tailored to individual client needs. Fidelity supports professional growth with extensive training, competitive compensation, and comprehensive benefits in a hybrid work environment.

Workplace Financial Consultant - San Jose, CA

Fidelity Investments
-
Danville, CA, United States
  • Sales
  • Contract
  • financial planning
  • retirement plans
  • 401k

$85,000 - $121,000 p/year


Our job summary

The Workplace Financial Consultant works on-site with plan sponsors and participants to enhance engagement in retirement and benefits plans, providing personalized financial planning and education. They deliver advice on topics such as estate planning, equity compensation, and tax-efficient investing through various communication methods, including face-to-face meetings and virtual sessions. This role requires financial services experience, relevant certifications, and strong client relationship-building skills to support participants in making informed financial decisions.

Workplace Financial Consultant - San Jose, CA

Fidelity Investments
-
San Francisco, CA, United States
  • Sales
  • Contract
  • financial planning
  • retirement plans
  • 401k

$85,000 - $121,000 p/year


Our job summary

The Workplace Financial Consultant works on-site with plan sponsors and participants to enhance engagement in retirement and benefits plans, providing personalized financial planning and education. They deliver advice on topics such as estate planning, equity compensation, and tax-efficient investing through various communication methods, including face-to-face meetings and virtual sessions. This role requires financial services experience, relevant certifications, and strong client relationship-building skills to support participants in making informed financial decisions.

Workplace Financial Consultant - San Jose, CA

Fidelity Investments
-
Berkeley, CA, United States
  • Sales
  • Contract
  • financial planning
  • retirement plans
  • 401k

$85,000 - $121,000 p/year


Our job summary

The Workplace Financial Consultant works on-site with plan sponsors and participants to enhance engagement in retirement and benefits plans, providing personalized financial planning and education. They deliver advice on topics such as estate planning, equity compensation, and tax-efficient investing through various communication methods, including face-to-face meetings and virtual sessions. This role requires financial services experience, relevant certifications, and strong client relationship-building skills to support participants in making informed financial decisions.

Financial Consultant - Albany, NY

Fidelity Investments
-
Wynantskill, NY, United States
  • Sales
  • Full-time
  • financial consultant
  • investment planning
  • retirement planning

$60,000 - $75,000 p/year


Our job summary

The Financial Consultant at Fidelity focuses on deepening relationships with an existing client base and creating complex financial and retirement plans. The role requires FINRA licenses, strong interpersonal skills, and the ability to present investment strategies tailored to individual client needs. Fidelity supports professional growth with extensive training, competitive compensation, and comprehensive benefits in a hybrid work environment.

Financial Consultant - Albany, NY

Fidelity Investments
-
Albany, NY, United States
  • Sales
  • Full-time
  • financial consultant
  • investment planning
  • retirement planning

$60,000 - $75,000 p/year


Our job summary

The Financial Consultant at Fidelity focuses on deepening relationships with an existing client base and creating complex financial and retirement plans. The role requires FINRA licenses, strong interpersonal skills, and the ability to present investment strategies tailored to individual client needs. Fidelity supports professional growth with extensive training, competitive compensation, and comprehensive benefits in a hybrid work environment.

Workplace Financial Consultant - San Jose, CA

Fidelity Investments
-
Orinda, CA, United States
  • Sales
  • Contract
  • financial planning
  • retirement plans
  • 401k

$85,000 - $121,000 p/year


Our job summary

The Workplace Financial Consultant works on-site with plan sponsors and participants to enhance engagement in retirement and benefits plans, providing personalized financial planning and education. They deliver advice on topics such as estate planning, equity compensation, and tax-efficient investing through various communication methods, including face-to-face meetings and virtual sessions. This role requires financial services experience, relevant certifications, and strong client relationship-building skills to support participants in making informed financial decisions.

Physician / Family Practice / Texas / Permanent / Family Medicine in Sherman, Texas - 4-Day Week/Top Earning Potential Job

Enterprise Medical Recruiting
-
Sherman, TX, 75090, USA
  • Healthcare
  • Full-time
  • Family Medicine
  • Physician Job Texas
  • Family Practice Sherman TX

Our job summary

This physician role is a permanent family practice position in Sherman, Texas, offering a 4-day workweek with Saturday mornings required four times a year. The practice includes 13 providers, serves patients aged 2 and up, and features on-site lab and X-ray services. Compensation ranges from $228K to $235K with a partnership track and strong benefits including a 401-K match.

Workplace Financial Consultant - San Jose, CA

Fidelity Investments
-
San Francisco, CA, United States
  • Sales
  • Contract
  • financial planning
  • retirement plans
  • 401k

$85,000 - $121,000 p/year


Our job summary

The Workplace Financial Consultant works on-site with plan sponsors and participants to enhance engagement in retirement and benefits plans, providing personalized financial planning and education. They deliver advice on topics such as estate planning, equity compensation, and tax-efficient investing through various communication methods, including face-to-face meetings and virtual sessions. This role requires financial services experience, relevant certifications, and strong client relationship-building skills to support participants in making informed financial decisions.

Workplace Financial Consultant - San Jose, CA

Fidelity Investments
-
San Jose, CA, United States
  • Sales
  • Contract
  • financial planning
  • retirement plans
  • 401k

$85,000 - $121,000 p/year


Our job summary

The Workplace Financial Consultant works on-site with plan sponsors and participants to enhance engagement in retirement and benefits plans, providing personalized financial planning and education. They deliver advice on topics such as estate planning, equity compensation, and tax-efficient investing through various communication methods, including face-to-face meetings and virtual sessions. This role requires financial services experience, relevant certifications, and strong client relationship-building skills to support participants in making informed financial decisions.