Current jobs related to Monetary Strategy and Planning Consultant - Wayne - Fidelity Investments

  • Monetary Strategy and Planning Consultant

    3 weeks ago

    Wayne, United States Fidelity Investments Full time

    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 stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

  • Production Planning Specialist

    2 weeks ago

    Fort Wayne, Indiana, United States BAE Systems Full time

    Job DescriptionBAE Systems is seeking an experienced professional to join an integrated production planning team. The successful candidate will plan, prepare, issue, and control production schedules, ensuring a controlled flow of approved materials to meet demand requirements.The ideal candidate will collaborate with the team to effectively manage physical...

  • Senior Membership Consultant

    1 month ago

    Wayne, Pennsylvania, United States AFC Fitness Full time

    Job OpportunityAt AFC Fitness, we are seeking a highly skilled and experienced Senior Membership Consultant to join our sales team. As a Senior Membership Consultant, you will play a vital role in driving sales growth and contributing to the company's success.Key ResponsibilitiesDevelop and execute sales strategies to achieve individual and team sales...

  • Healthcare Consultant

    5 days ago

    Wayne, Pennsylvania, United States IQVIA INC (US10) Full time

    Healthcare ConsultantAbout the RoleWe are seeking a skilled Healthcare Consultant to join our Thought Leadership team at IQVIA INC (US10). As a key member of our team, you will be responsible for developing timely perspectives and points of view that serve as engagement accelerators for our clients and internal stakeholders.Key Responsibilities:Analysis and...

  • Financial Consultant

    1 week ago

    Wayne, New Jersey, United States Fidelity Investments Full time

    Job Description:At Fidelity Investments, we are seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will engage face-to-face with clients, offering guidance and personalized planning to help them achieve their financial goals.The Purpose of Your RoleYou will work in our Investor Center, helping clients navigate the...

  • Senior Membership Consultant

    2 weeks ago

    Wayne, Pennsylvania, United States AFC Fitness Full time

    Job OpportunityAFC Fitness is seeking a highly skilled Senior Membership Consultant to join our sales team.Key Responsibilities:Develop and execute sales strategies to drive membership growth and revenue.Build and maintain strong relationships with clients and prospects.Provide exceptional customer service and support to ensure high levels of...

  • Senior Membership Consultant

    2 weeks ago

    Wayne, Pennsylvania, United States AFC Fitness Full time

    Job OverviewAFC Fitness is seeking a highly motivated and experienced Senior Membership Consultant to join our sales team. As a Senior Membership Consultant, you will play a vital role in driving sales growth and achieving our business objectives.Key ResponsibilitiesDevelop and execute sales strategies to meet and exceed sales targetsBuild and maintain...

  • Senior Membership Consultant

    4 weeks ago

    Wayne, Pennsylvania, United States AFC Fitness Full time

    Job OverviewAFC Fitness is seeking a highly motivated and experienced Senior Membership Consultant to join our sales team. As a Senior Membership Consultant, you will play a vital role in driving sales growth and achieving our business objectives.Key ResponsibilitiesDevelop and execute sales strategies to meet and exceed sales targetsBuild and maintain...

  • Strategic Communications Consultant

    1 week ago

    Wayne, United States CRA | Admired Leadership Full time

    At CRA | Admired Leadership, we specialize in Leadership Development and Strategic Communication, advising organizations and senior leaders on their toughest internal communication problems. This can include changes in leadership, policies, or organizational structure, employee engagement efforts, and crisis communication, among many other things.CRA |...

  • Strategic Communications Consultant

    1 month ago

    Wayne, United States CRA | Admired Leadership Full time

    At CRA | Admired Leadership, we specialize in Leadership Development and Strategic Communication, advising organizations and senior leaders on their toughest internal communication problems. This can include changes in leadership, policies, or organizational structure, employee engagement efforts, and crisis communication, among many other things.CRA |...

  • Senior Director, Financial Planning

    4 days ago

    Wayne, Pennsylvania, United States IQVIA Full time

    Job SummaryThis role will work as a Finance Business Partner to the Delivery function within the Digital Products & Solutions (DP&S) organization. As a key member of the DP&S-Delivery Leadership team, working closely with the SVP, Delivery, this role will support delivery leaders across product suites achieve key financial measures, alongside operational...

  • Senior Membership Consultant

    2 weeks ago

    Wayne, Pennsylvania, United States AFC Fitness Full time

    Job OpportunityAFC Fitness is seeking a highly skilled Senior Membership Consultant to join our sales team. As a Senior Membership Consultant, you will play a vital role in driving sales growth and contributing to the company's success.Key Responsibilities:Develop and execute sales strategies to achieve sales targets and grow membership revenue.Build and...

  • Senior Membership Consultant

    1 month ago

    Wayne, Pennsylvania, United States AFC Fitness Full time

    Job OpportunityAFC Fitness is seeking a highly skilled Senior Membership Consultant to join our sales team. As a Senior Membership Consultant, you will play a vital role in driving sales growth and contributing to the company's success.Key Responsibilities:Develop and execute sales strategies to achieve sales targets and grow membership revenue.Build and...

  • Management Consultant

    1 month ago

    Fort Wayne, United States ECI Management Full time

    Job DescriptionJob DescriptionAre you ready to make a change in your career? Are you ready to catapult yourself and your skillset to the next level? Ethereal Consulting is searching for an entry-level Management Consultant who is looking to do just that! As a top leader in the Sales, Marketing, and Business Consulting industry, we take great pride in leading...

  • Head of Customer Care Strategy

    1 month ago

    Wayne, United States USAmeriBancorp Full time

    Job Overview The Head of Customer Care Strategy is responsible for leading the modernization and innovation of Valley's customer care operations. This role requires a visionary leader who can leverage data, technology, and best practices to create a customer-centric culture that delivers exceptional service. Drive change management initiatives to ensure the...

  • Senior Consultant, Compliance Expert

    3 weeks ago

    Wayne, Pennsylvania, United States IQVIA Full time

    Job OverviewWe are seeking a highly skilled Senior Consultant, Compliance to join our team at IQVIA. As a key member of our compliance team, you will be responsible for delivering consulting projects on time and on budget, while providing insightful guidance to life sciences companies globally.Key ResponsibilitiesDesign, develop, and deliver consulting...

  • CASA Writing Center Consultant

    2 weeks ago

    Fort Wayne, Indiana, United States Ipfw Casa Full time

    Writing Center Consultant OpportunityWe are seeking highly motivated and skilled students to join our team as Writing Center Consultants at IPFW CASA. As a Writing Center Consultant, you will play a vital role in supporting the academic success of your peers by providing expert guidance on writing and learning strategies.ResponsibilitiesProvide one-on-one...

  • Wealth Management Consultant

    3 weeks ago

    Wayne, United States Fidelity Investments Full time

    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 stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...

  • Vice President of Holdings Strategy

    3 weeks ago

    Wayne, Pennsylvania, United States NEWSPRING CAPITAL INC Full time

    Job OverviewNewSpring Capital is seeking a seasoned investment professional to join our team as a Vice President of Holdings Strategy. In this role, you will play a critical part in driving the success of our holdings strategy, including sourcing, evaluating, and executing new investment opportunities, managing a team of investment professionals, and working...

  • Global Tax and Strategy Director

    5 days ago

    Wayne, Pennsylvania, United States Trinseo Full time

    Director, Global Tax and StrategyTrinseo is a global materials company that values innovation and collaboration. As a Director, Global Tax and Strategy, you will play a key role in shaping the company's tax operations and strategy.Key Responsibilities:Coordinate and support the federal, state, local, and international income tax preparation process with the...

Monetary Strategy and Planning Consultant

2 months ago

Wayne, United States Fidelity Investments Full time
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 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 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 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 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 Certifications:Series 07 - FINRA, Series 66 - FINRA
        Company Overview

        Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

        Join Us

        At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

        blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

        At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

        We invite you to Find Your Fidelity at .

        Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

        Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to .
        We welcome those with experience in jobs such as Staff Accountant, Financial Analyst, and Accountant and others in the Accounting and Finance to apply.