Planning Consultant
2 weeks ago
Planning Consultant - Tucson, AZ page is loaded
Planning Consultant - Tucson, AZ
Apply
locations
Tucson, AZ
time type
Full time
posted on
Posted 5 Days Ago
job requisition id
2090699
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 ourbenefit programsare 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 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 66 - FINRA Category: Relationship Management
#J-18808-Ljbffr
-
Planning Consultant
3 weeks ago
Tucson, United States Fidelity Investments Full timeJob 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
Tucson, United States Fidelity Investments Full timeJob 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...
-
Infor LN Consultant
7 days ago
Tucson, United States ShiftCode Analytics Full timeINFOR LN CONSULTANT 6+ MONTHS CONTRACT TUCSON, ARIZONA HYBRID OPPORTUNTIY VISA- NO CPT/H1B Senior Infor LN functional consultant having experience in Forecasting and Master Planning... Not just understanding of the LN Planning solution, but more of the business role of being a planner and how to think and work as a master planner.
-
Infor LN Consultant
5 days ago
Tucson, United States ShiftCode Analytics Full timeINFOR LN CONSULTANT 6+ MONTHS CONTRACT TUCSON, ARIZONA HYBRID OPPORTUNTIY VISA- NO CPT/H1B Senior Infor LN functional consultant having experience in Forecasting and Master Planning... Not just understanding of the LN Planning solution, but more of the business role of being a planner and how to think and work as a master planner.
-
Professional Services Consultant
1 month ago
Tucson, United States Clinisys Full timeAs a Professional Services Consultant, you will deliver implementation or consulting projects to achieve successful on-time schedule completion and client satisfaction. You will provide clients with mentorship and advice for workflow planning and drive adoption of standard methodologies for the greatest customer return on investment. You will be responsible...
-
5553 - Plans Examiner I
7 days ago
Tucson, United States Pima County Full timeOPEN UNTIL FILLED Salary Grade: 11 Pay Range Hiring Range: $25.12 - $30.14 Per Hour Full Range: $25.12 - $35.17 Per Hour Salary offers are based on the candidate's equivalent experience and internal equity with other employees within the same job classification. Pima County Development Services Department is actively searching for a qualified candidate with...
-
Marketing Consultant
2 weeks ago
Tucson, United States Caterpillar Full timeJob Description: Your Work Shapes the World at Caterpillar Inc. When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress...
-
D365 Functional Consultant
2 weeks ago
Tucson, United States FLSmidth Full timeAre you passionate about driving technological advancements that contribute to a sustainable future? At our organization, we believe in leveraging technology to make a positive impact on the world. We're embarking on an ambitious journey with Mission Zero, aimed at helping our customers transition towards zero emissions in mining and cement industries. Job...
-
Lead Client Service Consultant | Retirement
2 weeks ago
Tucson, United States CBIZ, Inc. Full timeWith over 120 offices and nearly 7,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the...
-
Lead Client Service Consultant | Retirement
6 days ago
Tucson, United States CBIZ Full timeWith over 120 offices and nearly 7,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the...
-
Lead Client Service Consultant | Retirement
2 weeks ago
Tucson, United States CBIZ Full timeWith over 120 offices and nearly 7,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the...
-
Construction Project Management Consultant
2 days ago
Tucson, United States Banner Health Full time**Primary City/State**: Tucson, Arizona **Department Name**: Design & Construction **Work Shift**: Day **Job Category**: Facilities, Environmental Services, and Culinary Our Tucson Design and Construction team has a combined 30+ years of experience in healthcare project management. We support the Banner Mission of Making Healthcare Easier, So Life Can Be...
-
Chevrolet Sales Consultant
1 week ago
Tucson, United States Watson Chevrolet Full timeReports to the Sales Manager QualificationsEducation High school diploma or the equivalent. Licenses Driver's License Other Ability to read and comprehend instructions and information. Professional personal appearance. Excellent communication skills. Ability to meet company's production and quality standards. Physical RequirementsSurroundings spend time...
-
Senior Accounting Analyst
7 days ago
Tucson, United States TTF Search and Staffing Full timeJob DescriptionJob DescriptionTTF is recruiting for a Senior Accounting Analyst for a well-respected nonprofit healthcare organization in Tucson, AZ. This is starting as a three-month project, offering a competitive salary. The right candidate must have hospital experience, expert level excel, and at least 3 years of analytics experience.For consideration,...
-
Senior Accounting Analyst
4 weeks ago
Tucson, United States TTF Search and Staffing Full timeJob DescriptionJob DescriptionTTF is recruiting for a Senior Accounting Analyst for a well-respected nonprofit healthcare organization in Tucson, AZ. This is starting as a three-month project, offering a competitive salary. The right candidate must have hospital experience, expert level excel, and at least 3 years of analytics experience.For consideration,...
-
Hospital Accounting Analyst
7 days ago
Tucson, United States TTF Full timeJob DescriptionJob DescriptionTTF is recruiting for a Senior Accounting Analyst for a well-respected nonprofit healthcare organization in Tucson, AZ. This is starting as a three-month project, offering a competitive salary. The right candidate must have hospital experience, expert-level excel, and at least 3 years of analytics experience. For...
-
Hospital Accounting Analyst
1 week ago
Tucson, United States TTF Full timeJob DescriptionJob DescriptionTTF is recruiting for a Senior Accounting Analyst for a well-respected nonprofit healthcare organization in Tucson, AZ. This is starting as a three-month project, offering a competitive salary. The right candidate must have hospital experience, expert-level excel, and at least 3 years of analytics experience. For...
-
Medical Consultant
2 weeks ago
Tucson, AZ, United States Acadia Healthcare Full timeResponsible for providing clinical services to patients at the facility. Practice within medical protocols defined by federal and state regulations, as well as by corporate, facility policy or procedures. Review medical information on patients to ensure medical stability and to offer medical recommendations. Review and complete medical information for...
-
Bilingual Procedure Scheduler
4 weeks ago
Tucson, United States TTF Search and Staffing Full timeJob DescriptionJob DescriptionTTF is recruiting a Bilingual Procedure Scheduler for a specialty clinic in Tucson, AZ. This is a direct hire opportunity offering benefits and a competitive salary range.Candidates will primarily be responsible for patient intake, scheduling medical procedures, insurance verification, and coordinating schedules with the...
-
Bilingual Procedure Scheduler
6 days ago
Tucson, United States TTF Search and Staffing Full timeJob DescriptionJob DescriptionTTF is recruiting a Bilingual Procedure Scheduler for a specialty clinic in Tucson, AZ. This is a direct hire opportunity offering benefits and a competitive salary range.Candidates will primarily be responsible for patient intake, scheduling medical procedures, insurance verification, and coordinating schedules with the...