Planning Consultant

3 months ago

Nashua, United States Fidelity Investments Full time
Job Description:

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.

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 Purpose of Your Role

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
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
How Your Work Impacts the Organization

Through your knowledge of financial planning 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 complex planning opportunities in which you'll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients

Certifications:
Series 07 - FINRA, Series 63 - FINRA

Category:

Relationship Management

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).

  • Legacy Planning Attorney

    4 weeks ago

    Nashua, New Hampshire, United States United Placement Group Full time

    We are seeking a dedicated and experienced Estate Planning Attorney to join our team. The ideal candidate will have a strong background in estate planning, a commitment to excellence, and a client-focused approach.Benefits of Joining Our Network: Weekly Meetings: Collaborate and share insights with other Network Members Monthly Presentations: Enhance your...

  • Legacy Planning Attorney

    4 weeks ago

    Nashua, United States United Placement Group Full time

    We are seeking a dedicated and experienced Estate Planning Attorney to join our team. The ideal candidate will have a strong background in estate planning, a commitment to excellence, and a client-focused approach.Benefits of Joining Our Network: Weekly Meetings: Collaborate and share insights with other Network Members Monthly Presentations: Enhance your...

  • Automotive Sales Consultant

    6 days ago

    Nashua, New Hampshire, United States Peters of Nashua Full time

    Join Our Team as an Automotive Sales Consultant!Are you passionate about the automotive industry? Do you enjoy helping customers find the perfect vehicle? If so, Peters Honda of Nashua is looking for dedicated individuals to fill multiple openings as Automotive Sales Consultants. We pride ourselves on creating a family-like atmosphere where teamwork and...

  • Retail Sales Consultant

    3 months ago

    Nashua, 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...

  • Telesales Consultant

    3 weeks ago

    Nashua, United States Stratford Davis Staffing LLC Full time

    Job DescriptionJob DescriptionJoin Our Dynamic Team and Propel Your Career to New Heights!     Are you ready to seize an extraordinary opportunity with our rapidly expanding company? We're experiencing exponential growth, with a constant influx of client inquiries pouring in daily. Recognized as one of Inc. 5000's fastest-growing companies for...

  • Telesales Consultant

    4 weeks ago

    Nashua, United States Stratford Davis Staffing LLC Full time

    Job DescriptionJob DescriptionJoin Our Dynamic Team and Propel Your Career to New Heights!     Are you ready to seize an extraordinary opportunity with our rapidly expanding company? We're experiencing exponential growth, with a constant influx of client inquiries pouring in daily. Recognized as one of Inc. 5000's fastest-growing companies for...

  • Telesales Consultant

    1 week ago

    Nashua, United States Stratford Davis Staffing LLC Full time

    Job DescriptionJob DescriptionJoin Our Dynamic Team and Propel Your Career to New Heights!     Are you ready to seize an extraordinary opportunity with our rapidly expanding company? We're experiencing exponential growth, with a constant influx of client inquiries pouring in daily. Recognized as one of Inc. 5000's fastest-growing companies for...

  • Telesales Consultant

    1 day ago

    Nashua, United States Stratford Davis Staffing LLC Full time

    Job DescriptionJob DescriptionJoin Our Dynamic Team and Propel Your Career to New Heights!     Are you ready to seize an extraordinary opportunity with our rapidly expanding company? We're experiencing exponential growth, with a constant influx of client inquiries pouring in daily. Recognized as one of Inc. 5000's fastest-growing companies for...

  • Corvette Sales Consultant

    5 days ago

    Nashua, New Hampshire, United States Thompson Auto Group Full time

    Job OverviewJoin the Thompson Auto Group as a Corvette Sales Consultant, where your passion for Corvettes and dedication to customer satisfaction will shine. We are expanding our Corvette division and seeking a motivated individual to contribute to our ongoing success as a leading Corvette dealership. The ideal candidate will possess outstanding customer...

  • Retail Sales Consultant

    2 months ago

    Nashua, United States AlienVault Full time

    Job Overview Job Description: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 -...

  • Bilingual Spanish Retail Sales Consultant

    2 months ago

    Nashua, 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...

  • ID & Travel Physician - Southern, NH (MA Border) - Diverse Consults/Work-Life Balance

    3 months ago

    Nashua, United States SolutionHealth Full time

    Excellent Opportunity to Join Our Growing Infectious Disease Team:Solid Team with APP Support100% Infectious DiseaseBC/BE RequiredNew Graduates AcceptedTeaching Opportunities Available (if interested)Weekends 1:3 (shared with another provider; pre/post weekdays off)Call 1:6 WeeksIP/OP Consults; Travel Clinic; HIV CareCoverage includes Greater Nashua &...

  • Management Consultant

    5 days ago

    Nashua, New Hampshire, United States Defense Contract Audit Agency Full time

    Position Overview This role is not open to reemployed annuitants. Eligibility Criteria Career Transition Assistance Program (CTAP, ICTAP, RPL) Federal employees classified as "surplus" or "displaced".Current or former federal employees in competitive service.Veterans with eligibility for competitive appointment.Agency Clarification This position is available...

  • SAP Ariba Consultant

    1 day ago

    Nashua, United States Syntricate Technologies Full time

    Job Title: SAP Ariba Location: Foster City, CA (Day 1 onsite) Employment Type: Contract Duration: Long Term JOB Description: Ariba Indirect Procurement Minimum 8 to 10-year experience in Procure to Pay/ Source to settle and should have 2 full lifecycle implementation experience in ARIBA. •Experience and good understanding of the Upstream capabilities,...

  • Business Finance Consultant

    6 days ago

    Nashua, New Hampshire, United States Raven Ridge Full time

    Raven Ridge is on the lookout for a Financial Analyst to join our team in a hybrid capacity. This position is essential for performing financial assessments, generating reports, and forecasting for our operational divisions. The Financial Analyst will work in close partnership with operational leaders to deliver data-driven insights, enhance business...

  • Strategic Management Consultant

    5 days ago

    Nashua, New Hampshire, United States Defense Contract Audit Agency Full time

    Position Overview Eligibility: This opportunity is available to various categories of federal employees, including those undergoing career transitions, current or former competitive service employees, and veterans. Key Responsibilities Act as the primary overseer and administrator for the Defense Contract Audit Agency Management Information System (DCAA...

  • Strategic Finance Consultant

    6 days ago

    Nashua, New Hampshire, United States 1A Auto Full time

    About 1A Auto1A Auto is a rapidly expanding e-commerce enterprise dedicated to employing top-tier talent. Each member of our team contributes unique expertise, collectively achieving ambitious objectives. As a premier online retailer of aftermarket auto parts, we are based in a dynamic environment and poised for further expansion. We foster a positive...

  • Clinician, Emergency Services

    2 months ago

    Nashua, United States Community Council of Nashua, Inc. Full time

    Job Type Full-time Description Greater Nashua Mental Health is looking for a full-time Clinician to join our Emergency Services Team! The Clinician works with a team of professionals - including first responders, healthcare providers, and community-based agencies - to stabilize a psychiatric crisis, avoid hospitalization and/or incarceration, and initiate...

  • Hospitalist, Full Time Days

    1 month ago

    Nashua, United States Full Circle Beauty Full time

    Hospitalists in the Hospital Medicine Department are clinicians who provide clinical care for patients admitted to Catholic Medical Center and provide consultative internal medicine services to surgical and specialty colleagues. Do you have the following skills, experience and drive to succeed in this role Find out below. DUTIES AND RESPONSIBILITIES:...

  • Major Market Account Executive New Hampshire

    3 months ago

    Nashua, United States MP Full time

    Job DescriptionJob DescriptionABOUT MP:MP is a full-service HR and payroll services provider headquartered in Beverly, Massachusetts. Our powerful HCM platform and team of HR professionals provide a full range of solutions, from payroll and time and attendance to benefits administration, talent acquisition, HR consulting services and more to help clients...