ZipRecruiter

Log In

1

49 Financial Jobs in Reno, NV (NOW HIRING)

Ormat Technologies, Inc.

FP&A Analyst

Reno, NV

OverviewThis position is responsible for organizing company finances, preparing budget reports, and monitoring operations spending for multiple business units. Responsibilities * Collaborate with ...

Ridgeline

Senior Financial Analyst - R&D

Reno, NV · On-site

$85K - $106K/yr

  • PTO

As a Senior Financial Analyst at Ridgeline, you'll serve as the trusted finance business partner for our R&D organization, supporting Product, Engineering, Design, Security, and other technology ...

Ridgeline

Senior Financial Analyst - R&D

Reno, NV

$85K - $106K/yr

  • PTO

As a Senior Financial Analyst at Ridgeline, you'll serve as the trusted finance business partner for our R&D organization, supporting Product, Engineering, Design, Security, and other technology ...

Gentle Dental

Treatment Coordinator

Reno, NV · On-site

$19.25 - $25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

You will successfully communicate financial planning and available options based on the proposed ... To comply with Washington State's pay transparency laws (RCW 49.58.110), this job posting includes ...

Gentle Dental

Treatment Coordinator

Reno, NV

$19.25 - $25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

You will successfully communicate financial planning and available options based on the proposed ... To comply with Washington State's pay transparency laws (RCW 49.58.110), this job posting includes ...

InterDent Service Corporation

Treatment Coordinator

Reno, NV · On-site

$19.25 - $25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

You will successfully communicate financial planning and available options based on the proposed ... To comply with Washington State's pay transparency laws (RCW 49.58.110), this job posting includes ...

previous page

Showing results 41-60

All Jobs49 Financial Jobs49 Financial Jobs in Reno, NV

49 Financial information

What is 49 Financial?

49 Financial is a financial services firm that provides financial planning, investment management, and insurance solutions. They focus on helping individuals and families achieve their financial goals through personalized strategies and education. The company often caters to young professionals and recent graduates, guiding them through financial decisions like budgeting, retirement planning, and debt management. Their advisors work to simplify complex financial topics and create long-term plans for clients.

What are the key skills and qualifications needed to thrive as a financial advisor?

To thrive as a Financial Advisor, you need a strong background in finance, investment principles, and financial planning, typically supported by a relevant degree and certifications such as a CFP or Series 7 license. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential for efficient client service. Outstanding interpersonal skills, active listening, and the ability to build trust help advisors stand out in client relationships. These skills and qualifications are crucial for providing sound financial advice, retaining clients, and ensuring compliance in an ever-changing financial landscape.

What are some common challenges faced by financial advisors at 49 Financial, and how are they typically addressed?

Financial Advisors at 49 Financial often encounter challenges such as building a client base from scratch and staying updated with constantly changing financial regulations. The company typically supports advisors through comprehensive training, ongoing mentorship, and access to robust CRM tools that streamline client management. Team collaboration and regular strategy sessions also help advisors share best practices and overcome common obstacles together, fostering both professional growth and client success.

What is the difference between 49 Financial vs 49 Financial Advisor?

Aspect49 Financial49 Financial Advisor
CertificationsTypically requires Series 7, Series 66, or similar licensesRequires similar licenses, plus CFP certification often preferred
Work EnvironmentOffice-based, client meetings, financial planningClient-facing, personalized financial advice, meetings
Industry UsageUsed broadly for financial firms and institutionsSpecific role within firms, focusing on client advisory services

49 Financial and 49 Financial Advisor roles both involve financial services, but the advisor position emphasizes direct client interaction and personalized financial planning, often requiring additional certifications like CFP. The main difference lies in the focus: 49 Financial is broader, while 49 Financial Advisor is specialized in client advisory services.

What are popular job titles related to 49 Financial jobs in Reno, NV?

For 49 Financial jobs in Reno, NV, the most frequently searched job titles are:

What job categories do people searching 49 Financial jobs in Reno, NV look for?

The top searched job categories for 49 Financial jobs in Reno, NV are:

What cities near Reno, NV are hiring for 49 Financial jobs?

Cities near Reno, NV with the most 49 Financial job openings:

49 Financial jobs near you

Financial Consultant - Reno, NV

Fidelity Investments

Reno, NV • On-site

Full-time

Re-posted 2 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

16th of 150 rated financial services

Job description


Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Working in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Expertise and Skills You Bring
  • Proven success in building relationships, uncovering needs, and recommending solutions
  • FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
  • Ability to present complex solutions to a knowledgeable client base while building rapport and credibility
  • Degree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one
  • Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
  • Coachable, collaborative, and curious are key attributes
  • Committed to delivering an outstanding customer experience with a passion for seeing others thrive
  • Motivated by results and finding solutions, takes initiative and exceeds customer expectations
  • Extensive knowledge of investment solutions

The Team
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.
Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Category:
Sales
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

What Fidelity Investments employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply