Current jobs related to Planning Consultant - Beachwood - Fidelity Investments
-
Commercial Roofing Consultant
3 weeks ago
Beachwood, Ohio, United States Tremco Construction Products Group, Inc. Full timeJob OverviewJoin us in shaping a sustainable future while contributing to the construction industry. Tremco Construction Products Group, Inc. is a leading manufacturer and service provider in roofing and building maintenance. We are dedicated to enhancing the quality of roofs and buildings, focusing on restoration over replacement to benefit both our clients...
-
Beachwood, Ohio, United States MarshBerry Full timeJoin Our Team at MarshBerryAt MarshBerry, we are expanding our team and looking for a dedicated Financial Analyst to contribute to our dynamic, people-oriented culture. Our environment is fast-paced and collaborative, offering numerous opportunities for professional development.As a Financial Analyst, you will play a vital role in analyzing client financial...
-
Lead Technical Consultant
3 weeks ago
Beachwood, Ohio, United States Tremco Construction Products Group, Inc. Full timeJob OverviewTremco Construction Products Group, Inc. is a leader in the construction industry, uniting various divisions and brands to provide innovative solutions in sealants, waterproofing, and building maintenance.PRIMARY OBJECTIVE:The Lead Technical Consultant is responsible for ensuring compliance with building codes for core product lines, validating...
-
Lead Financial Consultant
3 weeks ago
Beachwood, Ohio, United States PNC Financial Services Group Full timePosition Overview At PNC Financial Services Group, our employees are our most valuable asset and a key differentiator in the competitive landscape. We are committed to providing an exceptional experience for our clients. Our collaborative environment promotes an inclusive culture where every team member feels appreciated, respected, and empowered to...
-
Senior Tax Consultant
3 weeks ago
Beachwood, Ohio, United States True North Consultants Full timeThe Senior Tax Consultant plays a pivotal role in the preparation and examination of tax filings with varying degrees of complexity. The ideal candidate will leverage their comprehensive knowledge of tax regulations to identify and propose tax strategies that enhance the client's financial positioning. Furthermore, exceptional communication skills and a...
-
Senior Tax Consultant in Public Accounting
3 weeks ago
Beachwood, Ohio, United States Sable Group LLC Full timeJob OverviewA distinguished tax and accounting firm is seeking a proactive Tax Manager (CPA certification required) to join their expanding team. As the firm continues to grow, the need for additional leadership to manage client relationships has become essential.The ideal candidate will possess 5 to 8 years of experience in a CPA firm, specifically working...
-
Lead Tax Consultant
3 weeks ago
Beachwood, Ohio, United States Area Temps, Inc. Full timeJob OverviewArea Temps, Inc. is looking for a Lead Tax Consultant to join our team. This role involves collaborating with clients, partners, and team members to deliver thorough tax advisory and compliance solutions. The standard working hours are Monday to Friday, from 8:30 a.m. to 5:30 p.m.Key Responsibilities:Prepare intricate tax returns for individuals,...
-
Territory Sales Consultant, Beachwood
7 days ago
Beachwood, Ohio, United States IGS Energy Inc Full timeAbout IGS Energy IncIGS Energy Inc is a leading provider of energy solutions, dedicated to promoting sustainability and energy independence. Our team is passionate about fighting climate change and innovating smart technology to source clean energy, manage carbon footprints, and protect utility lines and appliances.Job SummaryWe are seeking a highly...
-
Cleveland Bridal Fashion Consultant
3 weeks ago
Beachwood, Ohio, United States LUXE BRANDS Full timePosition OverviewLuxe Brands, LLC is seeking a dedicated Full-Time Bridal Fashion Consultant for our upscale bridal boutique. If you are eager to join a dynamic and supportive team, you have found the right opportunity. We are continuously on the lookout for exceptional talent to enhance our growing team of professionals.Luxe Redux Bridal is a premier bridal...
-
Travel Respiratory Therapist
2 weeks ago
Beachwood, Ohio, United States LeaderStat Full timeJob SummaryLeaderStat is seeking a skilled Respiratory Therapist to join our team for a travel assignment in a dynamic healthcare setting.Key ResponsibilitiesProvide high-quality patient care as a Respiratory Therapist in an acute care environment.Collaborate with healthcare professionals to develop and implement effective treatment plans.Conduct diagnostic...
-
Travel Nurse RN
2 weeks ago
Beachwood, Ohio, United States LeaderStat Full timeJob DescriptionLeaderStat is seeking a skilled Travel Nurse RN with Telemetry experience for a travel nursing job.Job Requirements1 year of experience working as a full-time Registered NurseClinical experience within the last 2 yearsCurrent State LicensureCurrent Relevant Certifications (BLS, ACLS, etc)BenefitsWeekly Pay & Direct DepositW2 Employee...
-
Operating Room Nurse
3 days ago
Beachwood, Ohio, United States LeaderStat Full timeJob OpportunityLeaderStat is seeking a skilled Operating Room Registered Nurse for a travel nursing assignment in Ohio.Job Requirements1 year of experience working as a full-time Registered NurseClinical experience within the last 2 yearsCurrent State LicensureCurrent Relevant Certifications (BLS, ACLS, etc)As a travel nurse with LeaderStat, you will have...
-
Travel Nurse RN Med Surg
10 hours ago
Beachwood, Ohio, United States LeaderStat Full timeJob Title: Medical-Surgical Registered NurseLeaderStat is seeking a skilled Medical-Surgical Registered Nurse to join our team for a 13-week contract in Ohio.Job Summary:We are looking for a dedicated and compassionate Registered Nurse with experience in Med Surg to provide high-quality patient care in a fast-paced environment.Responsibilities:Provide direct...
-
Travel Respiratory Therapist
5 days ago
Beachwood, Ohio, United States LeaderStat Full timeJob SummaryLeaderStat is seeking a skilled Respiratory Therapist to join our team for a 13-week contract in Ohio.Job ResponsibilitiesProvide high-quality respiratory care to patients in a hospital setting.Collaborate with healthcare teams to develop and implement effective treatment plans.Conduct thorough assessments and evaluations to diagnose respiratory...
-
Travel Respiratory Therapist
5 days ago
Beachwood, Ohio, United States LeaderStat Full timeJob SummaryLeaderStat is seeking a skilled Respiratory Therapist to join our team for a 13-week contract in Ohio.Job ResponsibilitiesProvide high-quality respiratory care to patients in a hospital setting.Collaborate with healthcare teams to develop and implement effective treatment plans.Conduct thorough assessments and evaluations to diagnose respiratory...
-
Travel Nurse RN
2 weeks ago
Beachwood, Ohio, United States LeaderStat Full timeJob SummaryLeaderStat is seeking a skilled Travel Nurse RN to join our team in a dynamic Emergency Department setting. As a Travel Nurse RN, you will have the opportunity to work in a fast-paced environment, providing high-quality patient care and collaborating with a talented team of healthcare professionals.Key ResponsibilitiesProvide direct patient care...
-
Travel Respiratory Therapist
1 week ago
Beachwood, Ohio, United States LeaderStat Full timeJob SummaryLeaderStat is seeking a skilled Respiratory Therapist to join our team as a travel healthcare professional. As a Respiratory Therapist, you will be responsible for providing high-quality patient care and support in a dynamic and fast-paced environment.Key ResponsibilitiesProvide respiratory care to patients with a variety of conditions, including...
-
Strategic Growth Advisor
4 days ago
Beachwood, Ohio, United States Newry Full timeGROW WITH US.We're seeking talented individuals to join our team of expert consultants and help clients achieve their goals.About UsNewry is a growth strategy consulting firm operating out of Cleveland, OH, that serves clients ranging from Fortune 500 corporations to middle-market companies to help them accelerate growth in existing, adjacent, or new...
-
Travel Nurse RN
7 days ago
Beachwood, Ohio, United States LeaderStat Full timeJob SummaryLeaderStat is seeking a skilled Travel Nurse RN to join our team as a Telemetry Specialist. As a critical care professional, you will be responsible for providing high-quality patient care in a dynamic and fast-paced environment.Key ResponsibilitiesDeliver exceptional patient care to patients with complex medical conditionsCollaborate with...
-
Travel Nurse RN
5 days ago
Beachwood, Ohio, United States LeaderStat Full timeJob Title: Operating Room Registered NurseLeaderStat is seeking a skilled Operating Room Registered Nurse for a travel nursing assignment in Ohio.Job Summary:We are looking for a dedicated and experienced Registered Nurse to join our team as an Operating Room Nurse. As a travel nurse, you will have the opportunity to work in a dynamic and fast-paced...
Planning Consultant
4 months ago
Job Description:Planning Consultant
Through your integrity and adherence to Fidelity's client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.
Increase your chances of reaching the interview stage by reading the complete job description and applying promptly.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.
The Expertise We're Looking For
FINRA Series 7 & 63 required prior to hire
Series 65 and/or 66 and insurance licenses within 90 days of hire
Minimum 2 years of financial services or relevant experience
Attainment of CFP Certification is highly encouraged
The Planning Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity. This role expands upon the planning capabilities available to engage Fidelity's most valuable clients. In addition to the primarily role of conducting financial planning interactions, you will support the overall client relationship by using innovative technologies, such as Glance, to maximize efficiencies for clients. You will be in complete alignment with Fidelity's firm wide initiatives that will give you the opportunity to positively influence clients' financial plans. You will see your impact on the business and have rewarding interactions with clients every single day
The Skills You Bring-
Remarkable 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 calls to further educate clients and uncover opportunities
-
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
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 Fidelity-we 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, or by calling (XXX) XXX-XXXX, prompt 2, option 3.
PDN-9b72f2cc-8105-4155-ac53-ff4dd72f6d1b