See more Collapse

Planning Consultant

2 months ago

Midlothian, 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 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 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

#J-18808-Ljbffr

We have other current jobs related to this field that you can find below

  • Leasing Consultant

    4 weeks ago

    Midlothian, United States Sentinel Real Estate Full time

    Job DescriptionJob DescriptionLeasing ConsultantSentinel Real Estate Management Company is seeking to hire a Leasing Consultant at Swift Creek Commons Apartments.Position Overview:The Leasing Consultant will show and lease apartments to prospective residents and assist with renewal leases for existing residents; as well as effectively, courteously and...

  • Leasing Consultant

    3 weeks ago

    Midlothian, United States Sentinel Real Estate Full time

    Job DescriptionJob DescriptionLeasing ConsultantSentinel Real Estate Management Company is seeking to hire a Leasing Consultant at Swift Creek Commons Apartments.Position Overview:The Leasing Consultant will show and lease apartments to prospective residents and assist with renewal leases for existing residents; as well as effectively, courteously and...

  • PRN IBCLC Certified Lactation Consultant

    1 month ago

    Midlothian, United States Bon Secours Mercy Health Full time

    At Bon Secours Mercy Health, we are dedicated to continually improving health care quality, safety and cost effectiveness. Our hospitals, care sites and clinicians are recognized for clinical and operational excellence. As a faith-based and patient-focused organization, Bon Secours exists to enhance the health and well-being of all people in mind, body and...

  • PRN IBCLC Certified Lactation Consultant

    1 month ago

    Midlothian, United States Bon Secours Full time

    Thank you for considering a career at Bon Secours! As a faith-based and patient-focused organization, Bon Secours exists to enhance the health and well-being of all people in mind, body and spirit through exceptional patient care. Success in this goal requires a culture of compassion, collaboration, excellence and respect. Bon Secours seeks people that are...

  • Leasing Consultant

    2 months ago

    Midlothian, United States HHHunt Full time

    As a Leasing Consultant for HHHunt's Abberly CenterPointe apartments, you are passionate about being Customer Focused and that means your top priority is helping customers find solutions and making a positive impact every day and with every interaction. It is HHHunt’s mission to improve the world and how people live by creating meaningful experiences and...

  • Bilingual Spanish Retail Sales Consultant

    1 month ago

    Midlothian, United States AlienVault Full time

    Job Overview Job Description:Do you speak Spanish and English? If you do, we're looking for you Our Retail Careers come with awesome perks and may include additional starting pay if you are bilingual.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...

  • Regional Estimator

    3 months ago

    Midlothian, United States Stevenson Consulting, Inc. Full time

    Job DescriptionJob DescriptionStevenson Consulting, Inc., a full-service engineering consulting firm serving the Mid-Atlantic region, is seeking an experienced and motivated Regional Estimator to join our business development team in Columbia, MD; Chantilly, VA; Ashland, VA; or Midlothian, VA. In this role, you will use project documents and work with our...

  • Senior Engineering Project Manager

    2 months ago

    Midlothian, United States Progressive Design, Inc. Full time

    Progressive Design, Inc. is currently seeking a Project Manager. This is a full time/direct hire position that is located in Midlothian, VA (Richmond, VA area). Key Requirements & Responsibilities: Project execution managing scope, schedule and budgets for Engineering & Design and Engineering, Procurement & Construction projects for multi disciplined, heavy...

  • Senior Engineering Project Manager

    2 weeks ago

    Midlothian, United States Progressive Design Full time

    Job DescriptionJob DescriptionProgressive Design, Inc. is currently seeking a Project Manager. This is a full time/direct hire position that is located in Midlothian, VA (Richmond, VA area).Key Requirements & Responsibilities:Project execution managing scope, schedule and budgets for Engineering & Design and Engineering, Procurement & Construction projects...

  • Nurse Practitioner Urgent Care PRN

    2 months ago

    Midlothian, United States Baylor Scott & White Health Full time

    JOB SUMMARY The Nurse Practitioner (NP) Urgent Care PRN is a licensed, certified, non-physician healthcare provider who effectively renders direct patient care and possesses delegated prescriptive authority, is credentialed and privileged, and whose service is billed as an independent billing provider, as recognized by Medicare and Medicaid within the...

  • Speech Language Pathologist

    3 weeks ago

    Midlothian, United States Speech Therapy For All P.C Full time

    Education requirements - Master's Degree . CCC'S. CFY'S can apply.Provide direct one on one speech therapy.Monitor patients' progress and adjust treatments accordingly.Administer hearing or speech and language evaluations, tests, or examinations to patients to collect information on type and degree of impairments, using written or oral tests or special...

  • Speech Language Pathologist

    3 weeks ago

    Midlothian, United States Speech Therapy For All P.C Full time

    Education requirements - Master's Degree . CCC'S. CFY'S can apply.Provide direct one on one speech therapy.Monitor patients' progress and adjust treatments accordingly.Administer hearing or speech and language evaluations, tests, or examinations to patients to collect information on type and degree of impairments, using written or oral tests or special...

  • Senior Process Engineer/Project Manager

    2 weeks ago

    Midlothian, United States Progressive Design Full time

    Job DescriptionJob DescriptionProgressive Design, Inc. is currently seeking an entrepreneurial spirited Senior Process Engineer/Project Manager.  This is a full time/direct hire position located in Midlothian, Virginia (Richmond, VA area).Key Requirements & Responsibilities:Responsible for performing engineering duties on assigned projects including...

  • Senior Mechanical Engineer/Project Manager

    2 weeks ago

    Midlothian, United States Progressive Design Full time

    Job DescriptionJob DescriptionProgressive Design, Inc. is currently seeking an entrepreneurial spirited Senior Mechanical Engineer/Project Manager. This is a full time/direct hire position located in Midlothian, Virginia- (Richmond, VA area). Key Requirements & Responsibilities:Responsible for performing engineering duties on assigned projects including...

  • Advanced Practice Clinician- Sleep

    2 weeks ago

    Midlothian, United States Pulmonary Associates of Richmond Full time

    Pulmonary Associates of Richmond (PAR) has been around since 1974. That's 50 years of serving the greater Richmond community. We specialize in pulmonary medicine, sleep disorders and research. Our staff cares about our patients and delivers the utmost excellence in quality care and customer service The Position: PAR seeks a full-time Advance Practice...

  • Pre-Admission Testing Nurse Practitioner

    2 months ago

    Midlothian, United States Bon Secours Mercy Health Full time

    Bon Secours Mercy Health is seeking a NP ( Nurse Practitioner ) to join our Pre-Admission Testing Team at St. Francis Medical Center in Midlothian, VA. Come be part of this established healthcare organization with plans to grow and strengthen the PAT program in the Midlothian area!Duties and Responsibilities of the PAT NP include but are not limited to:A...

  • Physical Therapist or Physical Therapist Assistant- PRN

    4 weeks ago

    Midlothian, United States CORA Physical Therapy Full time

    Physical Therapist or Physical Therapist Assistant - PRN Get your career - and your patients - moving. Join the revolution of innovation and passion as a PRN Physical Therapist or Assistant at CORA. Our industry-leading programs and treatments provide the perfect platform for your creative and driven spirit to thrive. Get ready for a career filled with...

  • Leasing Specialist- Creekpointe

    3 days ago

    Midlothian, United States Peak Living Full time

    Peak Living is currently seeking a qualified Leasing Specialist, with tax credit experience, to join our team!At Peak Living, our employees love where they work! We are a fast-growing property management company with communities across the United States. We believe successful growth is best achieved by developing high quality teams and empowering them in...

  • Travel Nurse RN

    3 months ago

    Midlothian, United States Planet Healthcare Full time

    Job DescriptionPlanet Healthcare is seeking a travel nurse RN Med Surg / Telemetry for a travel nursing job in Midlothian, Virginia.Job Description & RequirementsSpecialty: Med Surg / TelemetryDiscipline: RNStart Date: ASAPDuration: 12 weeks36 hours per weekShift: 12 hours, nightsEmployment Type: TravelPlanet Healthcare Job ID #58588574. Pay package is based...

  • Travel Nurse RN

    3 weeks ago

    midlothian, United States Planet Healthcare Full time

    Planet Healthcare is seeking a travel nurse RN Labor and Delivery for a travel nursing job in Midlothian, Virginia.Job Description & RequirementsSpecialty: Labor and DeliveryDiscipline: RNStart Date: ASAPDuration: 12 weeks36 hours per weekShift: 12 hours, nightsEmployment Type: TravelPlanet Healthcare Job ID #. Pay package is based on 12 hour shifts and 36...