Financial Planner

3 weeks ago

Highland Park, 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 63 - 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 Accounts Payable Clerk, Accounting Manager, and Senior Accountant and others in the Accounting and Finance to apply.

  • Financial Planner

    3 weeks ago

    Overland Park, United States Aspyre Wealth Partners Full time

    Title :Financial Planner Supervisor Title :Director of Financial Planning JOB SUMMARY The Financial Planner is responsible for preparation of client financial plans, review of case analysis and modification, and client communications and research. JOB RESPONSIBILITIES Develop financial plans for new and existing clients with alternatives and...

  • Financial Planner

    2 months ago

    Overland Park, United States Aspyre Wealth Partners® Full time

    Title: Financial PlannerSupervisor Title: Director of Financial Planning JOB SUMMARYThe Financial Planner is responsible for preparation of client financial plans, review of case analysis and modification, and client communications and research.JOB...

  • Financial Planner

    2 months ago

    Overland Park, United States Aspyre Wealth Partners® Full time

    Title: Financial PlannerSupervisor Title: Director of Financial Planning JOB SUMMARYThe Financial Planner is responsible for preparation of client financial plans, review of case analysis and modification, and client communications and research.JOB...

  • Financial Planner

    3 weeks ago

    Overland Park, United States Ascendion Full time

    We are seeking a motivated and customer-focused Financial Planner to join our client's team in Overland Park, KS. This role is perfect for you if you are passionate about helping others, have experience in customer service, and possess a solid understanding of retirement services and products. You are a perfect fit if you have: Experience with assisting...

  • Financial Planner

    1 month ago

    Overland Park, United States Ascendion Full time

    We are seeking a motivated and customer-focused Financial Planner to join our client's team in Overland Park, KS. This role is perfect for you if you are passionate about helping others, have experience in customer service, and possess a solid understanding of retirement services and products.You are a perfect fit if you have:Experience with assisting...

  • Financial Planner

    1 month ago

    Overland Park, United States Ascendion Full time

    We are seeking a motivated and customer-focused Financial Planner to join our client's team in Overland Park, KS. This role is perfect for you if you are passionate about helping others, have experience in customer service, and possess a solid understanding of retirement services and products.You are a perfect fit if you have:Experience with assisting...

  • Centralized Scheduling Planner

    3 months ago

    Highland, United States Yaamava' Resort & Casino at San Manuel Full time

    Under the direction of the Centralized Scheduling Supervisor, the Centralized Scheduling Planner is responsible for setting employee schedules for assigned departments in order to meet anticipated demands. The Centralized Scheduling Planner liaises with designated department managers across the enterprise to ensure schedules are accommodating for adequate...

  • Centralized Scheduling Planner

    3 months ago

    Highland, United States Yaamava’ Resort & Casino at San Manuel Full time

    Under the direction of the Centralized Scheduling Supervisor, the Centralized Scheduling Planner is responsible for setting employee schedules for assigned departments in order to meet anticipated demands. The Centralized Scheduling Planner liaises with designated department managers across the enterprise to ensure schedules are accommodating for adequate...

  • Planning Consultant

    5 months ago

    Highland Park, United States Fidelity Investments Full time

    The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of ou Consultant, Financial Planning, Planning, Business Partner, Construction

  • Cyber Operations Planner

    2 days ago

    Avon Park, United States Booz Allen Hamilton Full time

    About the RoleWe are seeking a highly skilled Cyber Operations Planner to join our team at Booz Allen Hamilton. As a Cyber Operations Planner, you will play a critical role in supporting the planning, development, execution, and analysis of Joint exercises and wargames.Key ResponsibilitiesCollaborate with subject matter experts (SMEs) to support the planning...

  • Financial Planner

    2 months ago

    Overland Park, United States OneDigital Full time

    Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling...

  • Financial Planning Associate

    3 weeks ago

    Overland Park, United States STEPP & ROTHWELL INC. Full time

    This associate position is the key support role for a team of financial planners. The Financial Planning Associate is an integral member of our financial planning team. Using your logic and analytical skills, you will effectively evaluate a broad range of data and information to prepare financial reports and projections that will help our Financial Planners...

  • Financial Planning Associate

    5 months ago

    Overland Park, United States Stepp & Rothwell, Inc. Full time

    This associate position is the key support role for a team of financial planners. The Financial Planning Associate is an integral member of our financial planning team.  Using your logic and analytical skills, you will effectively evaluate a broad range of data and information to prepare financial reports and projections that will help our Financial...

  • Financial Planning Associate

    5 months ago

    Overland Park, United States Stepp & Rothwell, Inc. Full time

    This associate position is the key support role for a team of financial planners. The Financial Planning Associate is an integral member of our financial planning team.  Using your logic and analytical skills, you will effectively evaluate a broad range of data and information to prepare financial reports and projections that will help our Financial...

  • Wealth Planner

    4 weeks ago

    Highland Park, United States CFA Institute 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...

  • Senior Buyer Planner

    2 weeks ago

    Franklin Park, United States Aegis Worldwide Full time $75,000 - $85,000

    Job DescriptionJob DescriptionJob: Buyer / Planner – ManufacturingLocation: Franklin Park, IL (2 days hybrid flexibility after 90 days)Opportunity: We are seeking a motivated Buyer / Planner to join our team and contribute to the fabrication and production of engineered-to-order products. Reporting to the Purchasing Manager, you will play a key role in...

  • Wealth Planner

    4 weeks ago

    Highland Park, 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...

  • Financial Planner

    3 weeks ago

    Orland Park, United States CFA Institute 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...

  • Senior Buyer Planner

    2 weeks ago

    Franklin Park, United States Aegis Worldwide Full time $75,000 - $85,000

    Job DescriptionJob DescriptionJob: Buyer / Planner – ManufacturingLocation: Franklin Park, IL (2 days hybrid flexibility after 90 days)Opportunity: We are seeking a motivated Buyer / Planner to join our team and contribute to the fabrication and production of engineered-to-order products. Reporting to the Purchasing Manager, you will play a key role in...

  • Senior Buyer Planner

    6 days ago

    Franklin Park, United States Aegis Worldwide Full time

    Job DescriptionJob DescriptionJob: Buyer / Planner – ManufacturingLocation: Franklin Park, IL (2 days hybrid flexibility after 90 days)Opportunity: We are seeking a motivated Buyer / Planner to join our team and contribute to the fabrication and production of engineered-to-order products. Reporting to the Purchasing Manager, you will play a key role in...