Planning Consultant

3 weeks ago

Highland Park, United States Fidelity Investments Full time

Job Description:

Planning Consultant

As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each clients unique planning needs. Through your integrity and adoption of Fidelitys client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.

The Expertise Were Looking For

  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
  • Financial services experience preferably in financial planning
  • Degree and/or other professional certifications such as CFP are helpful; if you dont already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

The Purpose of Your Role

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 our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day

The Skills You Bring

  • Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.
  • Ability to profile to understand planning needs and identify appropriate solutions
  • You have a vested interest in building relationships and being an advocate for clients
  • You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals
  • Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship

Our Investments in You

Fidelitys 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

  • Conducting joint appointments with clients, focused on consultations through Fidelitys guidance offering
  • Educating and planning with clients to uncover opportunities that will lead to the clients success
  • Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce
  • Building long-lasting, meaningful relationships with clients
  • Mentoring and supporting the success of your peers

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, youll 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 Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you dont need a finance background to succeed at Fidelitywe offer a range of opportunities for learning so you can build the career youve always imagined.

Fidelity's working model 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, detailed in this document, 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 fidelitycareers.com.

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 accommodations@fmr.com.

  • Planning Consultant

    4 weeks ago

    Highland Park, United States Fidelity Investments Full time

    Job Description : Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your...

  • Leasing Consultant

    1 month ago

    Highland Park, United States Village Green Full time

    Job DescriptionJob DescriptionCompany Description                                                   Confidential Company                           We are searching for enthusiastic individuals to join our Sales Consultant Team and be our award-winning apartment communities' first point of contact. If you have...

  • Leasing Consultant

    4 weeks ago

    Highland Park, United States Village Green Full time

    Job DescriptionJob DescriptionCompany Description                                                   Confidential Company                           We are searching for enthusiastic individuals to join our Sales Consultant Team and be our award-winning apartment communities' first point of contact. If you have...

  • Plan Examiner

    4 days ago

    Highland Park, United States City of Highland Park. IL Full time

    **Description of Primary Purpose**: **Hiring Range anticipated to be $32.00 - $39.07 per hour. Full salary range for the position is $31.26 - $46.89 per hour.** **Supervision Received**:Works with direct supervision of the Sr. Plan Examiner and general supervision of the Building Division Manager and other senior management. **Essential Duties and...

  • Sales Consultants

    6 days ago

    Highland Park, United States Muller Honda Full time

    Muller Honda is hiring! We are your trusted North Shore dealership. Starting in 1975, we’ve been family owned and operated for over 40 years, and have continued to grow while holding true to our values of integrity, customer service, and professionalism! Muller Honda is seeking an optimistic, energetic, and driven Sales Associate. Our Sales Team sells...

  • Lactation Consultant RN

    2 days ago

    Highland Park, United States Baylor Scott & White Health Full time

    Location: Baylor University Medical Center (BUMC) | Downtown Dallas, TexasSchedule/Shift: FT/Days | 7a- 7p About UsAt Baylor Scott & White Health, we support the health of people, families, and communities. Baylor Scott and White is Texas' largest nonprofit healthcare system, encouraging healthy living.Our Core Values are:We serve faithfully by doing...

  • Senior Advisor, Incident Response Consultant

    6 days ago

    Highland Park, United States Dell Full time

    Senior Advisor, Incident Response ConsultantThis position requires up to 20% travel.On call is required once every eight weeks.Location: This is a remote position with a preference for West Coast candidates.About SecureworksSecureworks (NASDAQ: SCWX) is a global cybersecurity leader that secures human progress with Secureworks® Taegis™, a SaaS-based, open...

  • Planning Consultant

    4 weeks ago

    Orland Park, United States Fidelity Investments Full time

    Job Description:Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client's unique planning needs. Through your integrity and adoption...

  • Planning Consultant

    3 weeks ago

    Orland Park, United States Fidelity Investments Full time

    **Planning Consultant**: As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of...

  • Planning Consultant

    3 weeks ago

    Orland Park, United States National Black MBA Association Full time

    Job Description: Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and...

  • Planning Consultant

    4 weeks ago

    Orland Park, United States Fidelity TalentSource LLC Full time

    Job Description: Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client s unique planning needs. Through your integrity and adoption...

  • Planning Consultant

    3 weeks ago

    Orland Park, United States Fidelity TalentSource LLC Full time

    Job Description: Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client s unique planning needs. Through your integrity and adoption...

  • Subaru Automotive Sales Consultant

    2 weeks ago

    Highland Park, United States Muller Subaru Volkswagen Full time

    **New & Pre-Owned Automotive Sales | Automotive Sales Consultant | Highland Park, IL** **Job Type: Full-Time** Are you a motivated and enthusiastic individual with a passion for cars? Do you possess excellent communication skills and enjoy building relationships with customers? If so, we have an exciting opportunity for you to join our team as a Car...

  • Retail Sales Consultant

    1 month ago

    Highland, United States American Telephone and Telegraph Company Full time

    Enhance Your Experience Get a newer, better browser (it's free!) Ready for an A different browser will keep you connected to the full website experience and protect you from security risks. Enhance Your Experience Get a newer, better browser (it's free!) Ready for an A different browser will keep you connected to the full website experience and protect you...

  • Retail Sales Consultant

    4 weeks ago

    Highland, United States American Telephone and Telegraph Company Full time

    Enhance Your Experience Get a newer, better browser (it's free!) Ready for an A different browser will keep you connected to the full website experience and protect you from security risks. Enhance Your Experience Get a newer, better browser (it's free!) Ready for an A different browser will keep you connected to the full website experience and protect you...

  • Monetary Strategy and Planning Consultant

    3 weeks ago

    Orland 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...

  • Monetary Strategy and Planning Consultant

    2 days ago

    Orland 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...

  • Sales Consultant

    1 month ago

    Highland Park, United States Peak Performance Team Full time

    Sales Consultant – Automotive - Chicago Area DealershipIf you’re ready to kick your sales career into overdrive, now is the perfect time to join our team of automotive sales professionals. This is an opportunity for you to turn your sales skills, excellent customer service and industry expertise into major profits. The sky is the limit for highly...

  • Sales Consultant

    4 weeks ago

    Highland Park, United States Peak Performance Team Full time

    Job DescriptionJob DescriptionSales Consultant – Automotive - Chicago Area DealershipIf you’re ready to kick your sales career into overdrive, now is the perfect time to join our team of automotive sales professionals. This is an opportunity for you to turn your sales skills, excellent customer service and industry expertise into major profits. The sky...

  • Sales Consultant

    3 weeks ago

    Highland Park, United States Peak Performance Team Full time

    Sales Consultant – Automotive - Chicago Area DealershipIf you’re ready to kick your sales career into overdrive, now is the perfect time to join our team of automotive sales professionals. This is an opportunity for you to turn your sales skills, excellent customer service and industry expertise into major profits. The sky is the limit for highly...