Planning Consultant

1 month ago

Center Valley, 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 of Fidelity s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.

The Expertise We re 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 don t 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

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 ouru202Fbenefit programsu202Fare designed to help you and your family strike the right balance.u00A0 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 Fidelity s guidance offering
  • Educating and planning with clients to uncover opportunities that will lead to the client s 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, 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

Glassdoor Employees Choice Award , 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 Fidelityu2014we offer a range of opportunities for learning so you can build the career you ve 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 .

  • Sr. Process Management Specialist, HCP Consulting

    2 weeks ago

    Valley Center, Kansas, United States Olympus Corporation of the Americas Full time

    Working Location: PENNSYLVANIA, CENTER VALLEY Workplace Flexibility: Hybrid Are you looking for a company that cares about people's lives and health, including yours? Let's inspire healthier lives, together.Olympus, a leading medical technology company, has focused on making people's lives better for over 100 years. Our Purpose is to make people's lives...

  • Sr. Process Management Specialist, HCP Consulting

    2 weeks ago

    Valley Center, Kansas, United States Olympus Corporation of the Americas Full time

    Working Location: PENNSYLVANIA, CENTER VALLEY Workplace Flexibility: Hybrid Are you looking for a company that cares about people's lives and health, including yours? Let's inspire healthier lives, together.Olympus, a leading medical technology company, has focused on making people's lives better for over 100 years. Our Purpose is to make people's lives...

  • Financial Consultant

    2 weeks ago

    Center Valley, 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...

  • Senior Project Engineer

    2 months ago

    Kennedy Space Center, United States Talent Consultant Group Full time

    Talent Consultant Group is partnered with a client that is looking to add CEI Senior Project Engineer to their growing teams. We have opportunities in both Jacksonville and Orlando. The CEI Senior Project Engineer directs highly complex and specialized construction engineering administration and inspection programs; plans and organizes the work of...

  • Financial Consultant

    4 weeks ago

    Center Valley, 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...

  • Leasing Consultant

    3 weeks ago

    Prescott Valley, United States PB Bell Asset Management, Inc. Full time

    **WHO WE ARE** Our mission at P.B. Bell is making lives and places better by developing, improving and managing multifamily communities. Based in Scottsdale, P.B. Bell has provided multifamily services since 1976 and remains family-owned. Committed to quality apartment homes and service, P.B. Bell’s portfolio spans throughout every Phoenix submarket as...

  • VP, Financial Consultant

    2 months ago

    Valley, United States Charles Schwab Full time

    Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. ? Schwabs branch team is at the heart of our firms commitment to?helping clients own their financial futures. In this...

  • Wireless Consultant Total by Verizon

    2 weeks ago

    Center Line, United States Victra Full time

    Spanish/Bilingual NeededVictra is an Exclusive Retailer for Total by Verizon. We are seeking Wireless Consultants who deliver world class service to Every Guest. Every Time. From executing the sales process, to sharing product knowledge, you will connect guests to what matters most. You will be the face of Victra and Total by Verizon! We offer...

  • Wireless Consultant Total by Verizon

    3 weeks ago

    Center Line, United States Victra Full time

    Spanish/Bilingual NeededVictra is an Exclusive Retailer for Total by Verizon. We are seeking Wireless Consultants who deliver world class service to Every Guest. Every Time. From executing the sales process, to sharing product knowledge, you will connect guests to what matters most. You will be the face of Victra and Total by Verizon! We offer...

  • Leasing Consultant

    3 weeks ago

    Prescott Valley, United States PB Bell Asset Management, Inc. Full time

    Job DescriptionJob DescriptionWHO WE AREOur mission at P.B. Bell is making lives and places better by developing, improving and managing multifamily communities. Based in Scottsdale, P.B. Bell has provided multifamily services since 1976 and remains family-owned. Committed to quality apartment homes and service, P.B. Bell’s portfolio spans throughout every...

  • Leasing Consultant

    3 weeks ago

    Prescott Valley, United States PB Bell Asset Management, Inc. Full time

    Job DescriptionJob DescriptionWHO WE AREOur mission at P.B. Bell is making lives and places better by developing, improving and managing multifamily communities. Based in Scottsdale, P.B. Bell has provided multifamily services since 1976 and remains family-owned. Committed to quality apartment homes and service, P.B. Bell’s portfolio spans throughout every...

  • Leasing Consultant

    2 weeks ago

    Prescott Valley, United States PB Bell Asset Management, Inc. Full time

    Job DescriptionJob DescriptionWHO WE AREOur mission at P.B. Bell is making lives and places better by developing, improving and managing multifamily communities. Based in Scottsdale, P.B. Bell has provided multifamily services since 1976 and remains family-owned. Committed to quality apartment homes and service, P.B. Bell’s portfolio spans throughout every...

  • Leasing Consultant

    2 weeks ago

    Prescott Valley, United States PB Bell Asset Management, Inc. Full time

    Job DescriptionJob DescriptionWHO WE AREOur mission at P.B. Bell is making lives and places better by developing, improving and managing multifamily communities. Based in Scottsdale, P.B. Bell has provided multifamily services since 1976 and remains family-owned. Committed to quality apartment homes and service, P.B. Bell’s portfolio spans throughout every...

  • Salesforce Consultant

    3 weeks ago

    Mill Valley, United States Pierce Washington Full time

    Job DescriptionJob DescriptionWho are we?Founded in 2005, Pierce Washington helps clients transform their quote-to-cash process. We are creating a next-generation Total Commerce Company and will own the Total Commerce category – a fast growing segment in the tech industry.  This is the place to come to if you want to work with the best, get in at the...

  • Retail Sales Consultant

    1 week ago

    Valley Stream, United States AT&T Full time

    **It’s time to take your sales career to the next level. Every day you’ll be at the center of it all. Your goal? Create meaningful connections with every customer, with your personalized sales expertise. Meeting sales targets and earning your commission happens with the power of AT&T’s full suite of products at your fingertips - the latest devices and...

  • Registered Nurse Consultant

    1 month ago

    Simi Valley, California, United States Redwood Family Care Network Full time

    Position: Registered Nurse Consultant, Ventura CountyChanging Lives Shaping The Future Registered Nurse(RN) Consultant Ventura CountyJob Title :Registered Nurse(RN) Consultant Hourly Rate:$/hr.Shifts Needed:Part-Time Work Locations:Ventura CountyCOMEJOIN OUR TEAM Do you have a passion for providing quality support to individuals with special needs? Do you...

  • Registered Nurse Consultant

    2 weeks ago

    Simi Valley, California, United States Redwood Family Care Network Full time

    Position: Registered Nurse Consultant, Ventura CountyChanging Lives Shaping The Future Registered Nurse(RN) Consultant Ventura CountyJob Title :Registered Nurse(RN) Consultant Hourly Rate:$/hr.Shifts Needed:Part-Time Work Locations:Ventura CountyCOMEJOIN OUR TEAM Do you have a passion for providing quality support to individuals with special needs? Do you...

  • Financial Planning

    1 week ago

    Hunt Valley, United States Johnson, Mirmiran, and Thompson Inc. Full time

    Johnson, Mirmiran & Thompson is a dynamic, 100% employee-owned consulting firm of more than 2,300 professionals that provides a full range of multi-disciplined engineering, architecture, information technology, and related services to public agencies and private clients throughout the United States. JMT, is currently ranked #61 on Engineering News-Record’s...

  • Client Services Consultant

    1 week ago

    Silicon Valley, United States Fragomen Full time

    Job Description About the Role: Fragomen’s Client Services Consultant position will provide you with the opportunity to make an immediate impact on our business, as well as offering training, development, and long-term growth opportunities. Fragomen’s exclusive focus on immigration means you will work in an exciting, dynamic, and challenging atmosphere...

  • Leasing Consultant

    2 weeks ago

    Valley Park, Missouri, United States Bigos Management Inc. Full time

    BIGOS MANAGEMENT IS PROUD TO BE NAMED A STAR TRIBUNE TOP WORKPLACE IN 2023 FOR THE 9thTIMELOCATIONThe Mera, Saint Louis Park, Minnesota - New Construction opening Summer 2024HOURSMonday-Friday 9:00am- 6:00 pm including some Saturdays.Scheduled dates and hours subject to change at employer discretionBENEFITS AND PERKSCompetitive benefit package, including HSA...