Current jobs related to Financial Planner - South Bend - Fidelity Investments

  • Load Planner

    2 weeks ago

    South Windsor, Connecticut, United States Penske Full time

    Job SummaryPenske Logistics is seeking a highly skilled Load Planner to join our team. As a key member of our logistics team, you will be responsible for coordinating all processes and functions of load planning and freight movement.Key ResponsibilitiesProcess customer orders and plan shipments into loadsTender freight to third-party carriers and update the...

  • Financial Consultant

    2 months ago

    South Bend, United States Fidelity TalentSource LLC 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...

  • Load Planner

    2 weeks ago

    South Windsor, Connecticut, United States Penske Truck Leasing Full time

    About the RolePenske Logistics is seeking a highly skilled Load Planner to join our team. As a key member of our logistics team, you will be responsible for coordinating all processes and functions of load planning and freight movement.Key ResponsibilitiesProcess customer orders, plan and optimize shipments into loads, and tender freight to third-party...

  • Meat Product Specialist

    1 month ago

    South Bend, Indiana, United States SpartanNash Full time

    Job Overview:This role is responsible for preparing food, packaging, displaying, and stocking meat products to ensure the financial best interest of the store. Additionally, this position is responsible for meeting company guidelines for guest experience, as well as complying with company guidelines for safety and food safety.Key Responsibilities:Prepare and...

  • Load Planner

    2 weeks ago

    SOUTH WINDSOR, United States Penske Truck Leasing Full time

    Position Summary: Penske Logistics is looking for a Load Planner to become part of an excellent team. This is a great opportunity for an individual who is self-motivated, has strong analytical and computer skills, strong attention to detail and is enthusiastic to work in a customer-centric environment. This position coordinates all processes and...

  • Load Planner

    2 weeks ago

    SOUTH WINDSOR, United States Penske Truck Leasing Full time

    Position Summary: Penske Logistics is looking for a Load Planner to become part of an excellent team. This is a great opportunity for an individual who is self-motivated, has strong analytical and computer skills, strong attention to detail and is enthusiastic to work in a customer-centric environment. This position coordinates all processes and...

  • Load Planner

    21 hours ago

    SOUTH WINDSOR, United States Penske Truck Leasing Full time

    Position Summary: Penske Logistics is looking for a Load Planner to become part of an excellent team. This is a great opportunity for an individual who is self-motivated, has strong analytical and computer skills, strong attention to detail and is enthusiastic to work in a customer-centric environment. This position coordinates all processes and...

  • Load Planner

    12 hours ago

    SOUTH WINDSOR, United States Penske Truck Leasing Full time

    Position Summary: Penske Logistics is looking for a Load Planner to become part of an excellent team. This is a great opportunity for an individual who is self-motivated, has strong analytical and computer skills, strong attention to detail and is enthusiastic to work in a customer-centric environment. This position coordinates all processes and...

  • Load Planner

    2 weeks ago

    SOUTH WINDSOR, United States Penske Truck Leasing Full time

    Position Summary: Penske Logistics is looking for a Load Planner to become part of an excellent team. This is a great opportunity for an individual who is self-motivated, has strong analytical and computer skills, strong attention to detail and is enthusiastic to work in a customer-centric environment. This position coordinates all processes and...

  • Load Planner

    2 weeks ago

    SOUTH WINDSOR, United States Penske Truck Leasing Full time

    Position Summary: Penske Logistics is looking for a Load Planner to become part of an excellent team. This is a great opportunity for an individual who is self-motivated, has strong analytical and computer skills, strong attention to detail and is enthusiastic to work in a customer-centric environment. This position coordinates all processes and...

  • Load Planner

    2 hours ago

    South Windsor, United States Penske Truck Leasing Full time

    Position Summary: Penske Logistics is looking for a Load Planner to become part of an excellent team. This is a great opportunity for an individual who is self-motivated, has strong analytical and computer skills, strong attention to detail and is enthusiastic to work in a customer-centric environment. This position coordinates all processes and...

  • Vice President of Finance

    1 month ago

    South San Francisco, California, United States BioSpace, Inc. Full time

    Job SummaryWe are seeking a highly skilled and experienced Vice President of Finance to join our team at BioSpace, Inc. The successful candidate will be responsible for leading and managing the company's financial planning and analysis function, including budgeting, forecasting, and financial reporting.Key ResponsibilitiesDevelop and implement financial...

  • Private Client Relationship Manager

    4 weeks ago

    South Dartmouth, Massachusetts, United States Citizens Full time

    Private Client Relationship ManagerCitizens is seeking a Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients.Key Responsibilities:Acquire and retain new-to-wealth relationships through proactive...

  • Load Planner

    2 weeks ago

    South Windsor, CT, United States Penske Full time

    Position Summary: Penske Logistics is looking for a Load Planner to become part of an excellent team. This is a great opportunity for an individual who is self-motivated, has strong analytical and computer skills, strong attention to detail and is enthusiastic to work in a customer-centric environment. This position coordinates all processes and functions...

  • Load Planner

    1 week ago

    South Windsor, CT, United States Penske Truck Leasing Full time

    Position Summary:Penske Logistics is looking for a Load Planner to become part of an excellent team. This is a great opportunity for an individual who is self-motivated, has strong analytical and computer skills, strong attention to detail and is enthusiastic to work in a customer-centric environment. This position coordinates all processes and functions...

  • Load Planner

    7 days ago

    South Windsor, CT, United States Penske Truck Leasing Full time

    Position Summary: Penske Logistics is looking for a Load Planner to become part of an excellent team. This is a great opportunity for an individual who is self-motivated, has strong analytical and computer skills, strong attention to detail and is enthusiastic to work in a customer-centric environment. This position coordinates all processes and...

  • Load Planner

    6 days ago

    South Windsor, CT, United States Penske Truck Leasing Full time

    Position Summary: Penske Logistics is looking for a Load Planner to become part of an excellent team. This is a great opportunity for an individual who is self-motivated, has strong analytical and computer skills, strong attention to detail and is enthusiastic to work in a customer-centric environment. This position coordinates all processes and...

  • Private Client Relationship Manager

    4 weeks ago

    South Dartmouth, United States Citizens Full time

    Description Private Client Relationship Manager - Dartmouth, MA Hubbed Circuit: At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking,...

  • Private Client Relationship Manager

    2 weeks ago

    South Dartmouth, Massachusetts, United States Citizens Full time

    Job DescriptionAt Citizens, we're committed to helping our clients achieve their financial goals through personalized advice and innovative solutions. As a Private Client Relationship Manager, you'll play a critical role in deepening relationships with our affluent and high-net-worth clients, providing tailored expertise to help them save and grow their...

  • Private Client Relationship Manager

    4 weeks ago

    South Dartmouth, United States Citizens Full time

    Job DescriptionDescriptionPrivate Client Relationship Manager - Dartmouth, MA Hubbed Circuit:At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances.  In this role, you’ll deepen relationships with your clients by collaborating with peers across...

Financial Planner

3 months ago

South Bend, 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:Certified Financial Planner (CFP) - Issuing Authority, 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 Billing and Posting Clerk, Accounting Assistant, and Retail Sales Representative and others in the Accounting and Finance to apply.