Stamford, Connecticut, United States · On-site
Job Description: Financial Consultant 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…
Skills: Relationship Building, Financial Planning, Investment Strategies, Client Relationship Management, Needs Analysis
Stamford, Connecticut, United States · On-site
$22/hr–$27/hr
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our c…
Skills: Cash Handling, Customer Service, Transaction Processing, Active Listening, Risk Management
Stamford, Connecticut, United States · On-site
Exceptional Service, Endless Improvement, Passionate People, and Honest and Forthright. Guided by our values, we foster a culture of growth, balance, and belonging where every team member can thrive. To support the growt…
Skills: Technical Architecture, Client Engagement, Presales Assessment, Roadmap Creation, Cisco
Stamford, Connecticut, United States · On-site
Benefits: 401(k) Employee discounts About Stamford Office Furniture: At Stamford Office Furniture (SOF), we're not just about desks and chairs; we're creators of inspiring workspaces for businesses, educational instituti…
Skills: Account Management, Order Processing, Proposal Creation, Project Coordination, Customer Relationship Management
Stamford, Connecticut, United States · On-site
Position Objective Company Overview: Harvard Protection Services is one of the fastest growing, privately owned providers of high-quality security services in the United States. Our reputation has been earned among our e…
Skills: Security Operations, Customer Service, Incident Reporting, Patrolling, Access Control
Stamford, Connecticut, United States · On-site
$18/hr–$19/hr
Job Description What is a Salesperson? Entry level sales position capable of supporting the DIY business and achieve our sales and service objectives. The role has good knowledge of store systems, basic automotive system…
Skills: Sales, Customer Service, Automotive Systems Knowledge, Inventory Management, POS Systems
Stamford, Connecticut, United States · On-site
$21/hr–$35/hr
We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate…
Skills: Deductive Reasoning, Analytical Skills, Computer Skills, Communication Skills, Leadership
Stamford, Connecticut, United States · On-site
$18/hr–$19/hr
Job Description What is a Salesperson? Entry level sales position capable of supporting the DIY business and achieve our sales and service objectives. The role has good knowledge of store systems, basic automotive system…
Skills: Retail Sales, Automotive Systems Knowledge, Inventory Management, Customer Service, POS Systems
Stamford, Connecticut, United States · Hybrid
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare …
Skills: Reconciliations, Trade Support, Wire Processing, Cash Management, Client Servicing
Stamford, Connecticut, United States · On-site
$20/hr–$24/hr
Job Title Maintenance Technician, Multifamily The Key at Yale and Towne (https://www.thekeystamford.com/) Job Description Summary The Maintenance Technician provides support and is accountable for delivering on our commi…
Skills: Plumbing, HVAC, Basic Electric, General Carpentry, Painting
Stamford, Connecticut, United States · On-site
$16/hr–$19/hr
Restaurant Team Member At Panera Bread, we believe every guest deserves our best. As a Restaurant Team Member, you’ll be the heart of hospitality- bringing warmth, care, and joy to every interaction. Restaurant Team Memb…
Skills: Customer Service, Food Preparation, Cash Handling, Multitasking, Interpersonal Skills
Stamford, Connecticut, United States · On-site
$18/hr–$27/hr
We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate…
Skills: Supervision, Customer Service, Deductive Reasoning, Analytical Skills, Computer Skills
Stamford, Connecticut, United States · On-site
$16/hr–$23/hr
We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate…
Skills: Customer Service, Cash Handling, Inventory Management, Retail Sales, Communication
Stamford, Connecticut, United States · On-site
WIN Waste Innovations is looking for a Scale house Attendant. They maintain daily Scale House Responsibilities including creating weight tickets for local inbound customers, answering phones and directing any calls to ap…
Skills: Data Recording, Customer Service, Microsoft Office, Time Management, Multitasking
Stamford, Connecticut, United States · On-site
$16/hr–$23/hr
Be part of an amazing story Macy’s is more than just a store. We’re a story. One that’s captured the hearts and minds of America for more than 160 years. A story about innovations and traditions…about inspiring stores an…
Skills: Customer Experience, Sales, Client Relationship Building, Digital Tool Proficiency, Merchandising
Stamford, Connecticut, United States · On-site
$16/hr–$17/hr
HomeGoods At TJX Companies, every day brings new opportunities for growth, exploration, and achievement. You’ll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your development…
Skills: Customer Service, Communication, Organization, Multi-tasking, Attention To Detail
Stamford, Connecticut, United States · Hybrid
Leigh & Co. Events is a fast-growing wedding planning company specializing in wedding design, wedding coordination, and full-service planning for engaged couples. We are seeking enthusiastic Assistant Planner Interns to …
Skills: Wedding Coordination, Event Execution, Client Service, Vendor Coordination, Logistics Management
Stamford, Connecticut, United States · On-site
Overview To be part of our organization, every employee should understand and share in the YNHHS Vision, support our Mission, and live our Values. These values - integrity, patient-centered, respect, accountability, and …
Skills: Scheduling, Patient Coordination, Medical Records Management, Insurance Pre-authorization, Customer Service
Stamford, Connecticut, United States · On-site
$80k–$100k/yr
Location: Fletcher Wakefield Design Center, Stamford, CT Position Type: Full-Time, In-Person Fletcher Wakefield is a to-the-trade showroom in Stamford, CT serving interior designers across Fairfield County and the Tri-St…
Skills: Interior Design, Sales Consulting, Relationship Building, Client Management, Sourcing
Stamford, Connecticut, United States · On-site
$55k–$65k/yr
Location: Fletcher Wakefield Design Center, Stamford, CT Position Type: Full-Time, In-Person Fletcher Wakefield is a to-the-trade showroom in Stamford, CT serving interior designers across Fairfield County and the Tri-St…
Skills: Customer Service, Luxury Retail, Relationship Building, Organization, Multitasking
Stamford, Connecticut, United States • On-site
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Engage face-to-face with customers to provide personalized financial planning and comprehensive investment solutions. Nurture relationships with an existing client base to help them reach their retirement goals.
Must be FINRA Series 7 and 66 licensed (or able to acquire 66 upon hire) with a proven track record of building client relationships. A degree or professional certifications like CFP are helpful but not mandatory.
Financial Consultant
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. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
The Expertise We’re Looking For
Previous 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
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
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. And 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!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
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.
Here to help you grow your savings and invest in the life you want.
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
Offices: 245 Summer St, Boston, MA 02210, US
There are currently 171 open customer service & support positions in Stamford, CT listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Stamford Health, Charles IT, Life Time Inc., Starbucks, Allied Universal, among others. Browse the listings above to see every active employer.
Yes — 28 of the 171 open customer service & support positions offer remote or hybrid work (10 remote, 18 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
