As a Financial Representative at Fidelity, you will be the official face of the company, inspiring client dedication and engagement through integrity and honesty. This role involves customer service, phone, or financial services experience, with a focus on developing long-lasting positive relationships with clients. The position offers a competitive total rewards package, including a base salary, bonus or other variable compensation, and comprehensive benefits.

Financial Representative - Chappaqua, NY

Financial Representative

This position involves working with a well-established Fortune 500 company and its A-rated partners in North America as a financial professional. The role includes acquiring state licensing, connecting with people to identify goals, educating, planning, and designing solutions for individuals, families, and business owners. The position offers a 100% commission-based compensation, with no ceilings or quotas, and includes opportunities for residual and passive income, as well as performance-based bonuses. The role is flexible, allowing for 100% remote work, and offers a high-income trajectory with career growth, mentorship from industry experts, and the option to build your agency.

Flexible Remote Career Opportunity

Financial Professional

As an Investment Consultant at Fidelity, you will work in our Investor Center to develop customized financial plans for clients using a wide range of products and services. This role focuses on engaging with existing clients and warm leads, allowing you to provide investment solutions and grow relationships with a dedicated local advisor. You will utilize Fidelity's guidance tools, leverage technology for efficient appointments, and refer clients to wealth management partners based on their needs.

Investment Consultant - Greenwich, CT

Investment Consultant

The Financial Solutions Advisor - Consumer Investments at Bank of America is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. This role involves triaging client leads, making referrals based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. The position requires applying and expanding knowledge by completing required licenses and trainings and is subject to SAFE Act registration requirements.

Financial Solutions Advisor - Consumer Investments - Westchester / Bronx Market

Financial Solutions Advisor - Consumer Investments

As a Financial Services Representative at Transamerica, you will play a crucial role in guiding clients towards financial empowerment from the comfort of their homes. This position involves educating clients on a range of financial products, including retirement plans, college funding, and insurance protection strategies. The role offers the flexibility of remote work, with a focus on inspiring clients to pursue work-life balance and financial security. No prior experience in the financial services industry is required, as training is provided.

Financial Services Representative (Sales and Related)

Financial Services Representative

As a Financial Services Representative at Fidelity, you will support customers by answering questions, making transactions, and preparing for a future role as the official face of Fidelity in Investor Centers. This role includes paid training to obtain Series 7 & 66 licenses, personalized support, and career development opportunities. Initially, you will work from home and in an Investor Center, transitioning fully to an Investor Center upon completion of the training program.

Financial Services Representative - Greenwich, CT

As a Financial Services Representative at Fidelity Investments, you will guide clients through wealth management and retirement planning strategies using your incomparable integrity and knowledge. You will work with an existing client base, focusing on High Net Worth clients, and provide investment solutions. This role involves nurturing relationships, engaging in positive client-centered discussions, and collaborating with multiple business partners to offer an unsurpassed customer experience.

FINANCIAL SERVICES REPRESENTATIVE

As a Financial Planner at Fidelity Investments, you will guide clients through wealth management and retirement planning strategies, leveraging your knowledge and integrity. You will work with an existing client base, focusing on High Net Worth clients, and provide investment solutions. The role involves nurturing relationships, engaging in positive client-centered discussions, and collaborating with multiple business partners to offer an unsurpassed customer experience.

FINANCIAL PLANNER

Financial Planner

The Financial Systems Analyst at Altice USA will provide administration, maintenance, and end-user support for the company’s Oracle R12 E-Business Suite, Oracle Business Intelligence Enterprise Edition, Hyperion Financial Management, and Oracle Account Reconciliation Cloud Service applications. This role involves collaboration with various departments within the IT organization and Accounting to resolve system issues, test and deploy software solutions, and provide end-user support.

Financial Systems Analyst

The Finance Administrator at Beacon Hill will support the finance and accounting teams with various project support, ensuring information to clients is timely, accurate, and organized. This remote position is estimated to be approximately 6 months due to a medical leave, with the potential to become permanent for the right individual. The role involves project management support, scheduling, planning, running meetings, presenting information, and providing updates on client information and deadlines.

Financial Accountant

Finance Administrator

We are seeking a motivated Entry-Level Finance Analyst to join our team in the Budget & Analysis/Corporate Portfolio Management Department. This role is crucial for managing and updating project databases within SAP, ensuring accurate financial tracking and reporting of corporate projects. The analyst will support financial reporting, conduct monthly project status reports, manage project lifecycles, and prepare financial analyses and presentations for various stakeholders.

Finance Analyst

The Financial Consultant at Ridgewood Savings Bank will support the financial planning needs of customers in Nassau and Suffolk County, working within a competitive environment, aiming for goals, and being self-motivated. This role involves working from various branches, requiring a four-year degree or equivalent experience, 3-5 years of sales experience in investment and insurance products, and active licensing in various financial areas. The position offers a rewarding work environment, work-life balance, and opportunities for career development.

Financial Consultant

MGO is seeking a Director/Partner for their national Transaction Advisory Services (TAS) practice. This role involves leading and managing financial due diligence engagements, participating in transactions related to acquisitions by private equity investor groups and strategic corporate buyers, and developing and providing qualified planning approaches. The ideal candidate will have a strong track record in building and growing a Transaction Advisory Service Practice, experience servicing private equity groups, and the ability to lead teams effectively.

TRANSACTION ADVISORY SERVICES - DIRECTOR/PARTNER

Director/Partner - Transaction Advisory Services

As a Finance Specialist at Stryker, you will serve as the primary point of contact for Flex Financial, Stryker's equipment finance group, supporting a Regional Finance Manager towards their quota achievement in a specific region of the United States. This role involves managing finance deals, pricing proposals, facilitating contracts, and maintaining relationships with sales representatives across Stryker's business units.

Finance Specialist - Flex Financial(remote)

Finance Specialist

The Financial Analyst role at Aston Carter involves working with department owners to collect budget numbers, updating and validating Excel sheets with budget data, and loading data into Hyperion. This is a fully remote position requiring experience with SAP and Hyperion, and the role includes no direct reports.

Remote Financial Analyst Needed

Financial Analyst

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Financial Advisor Jobs in Rye Brook, NY Hiring Now