Financial Planning Specialist

1 week ago

Bloomington, Illinois, United States Fidelity Investments Full time
Job Description:

As a Planning Consultant at Fidelity Investments, you will play a key role in providing exceptional planning experiences for our clients. Your primary responsibility will be to develop and implement comprehensive financial plans that cater to each client's unique needs and goals.

Through your expertise and dedication, you will build long-lasting relationships with clients, identifying opportunities to deepen their relationships with Fidelity. You will work closely with Financial Consultants and Wealth Planners to deliver tailored solutions that meet the evolving needs of our clients.

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:

As a Planning Consultant, you will work collaboratively with our team to deliver exceptional client experiences. Your primary objective will be to profile, navigate, and present the output of our guidance tools, leading to in-depth discussions around our planning concepts.

This will enable you to uncover additional planning opportunities, which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients, and 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 essential to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. 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

  • Financial Planning Associate

    1 month ago

    Bloomington, Illinois, United States JTB INTERNATIONAL INC Full time

    Job OverviewJTB INTERNATIONAL INC is a prominent provider of financial advisory and wealth management solutions, catering to a diverse clientele across various regions. Our professionals leverage their extensive expertise in client relations and investment strategies to address the intricate financial planning requirements of expatriates and international...

  • Financial Planning Associate

    1 month ago

    Bloomington, Illinois, United States JTB INTERNATIONAL INC Full time

    Job OverviewBenefits:401(k) PlanCompetitive CompensationComplimentary Snacks and BeveragesHealth CoverageHome Office AllowancePaid LeaveProfit Sharing OpportunitiesProfessional DevelopmentTuition ReimbursementJTB INTERNATIONAL INC is dedicated to providing comprehensive financial planning and wealth management solutions to clients worldwide. Our...

  • Financial Planning Associate

    1 month ago

    Bloomington, Illinois, United States JTB INTERNATIONAL INC Full time

    Job OverviewBenefits:401(k) PlanCompetitive SalaryComplimentary Snacks & BeveragesHealth CoverageHome Office AllowancePaid LeaveProfit Sharing OpportunitiesProfessional DevelopmentTuition ReimbursementJTB INTERNATIONAL INC is dedicated to providing comprehensive financial planning and wealth management solutions to clients across various regions. Our...

  • Financial Planning Assistant

    1 week ago

    Bloomington, Illinois, United States JTB INTERNATIONAL INC Full time

    Job Title: ParaplannerWe are seeking a skilled Paraplanner to join our team at JTB International Inc. as a key member of our financial planning and wealth management services team.Job SummaryThe Paraplanner will provide direct support to our Financial Advisors, utilizing specialized financial planning software to assist with client and administrative...

  • Financial Planning Assistant

    14 hours ago

    Bloomington, Illinois, United States JTB INTERNATIONAL INC Full time

    Job Title: ParaplannerJob SummaryJTB International Inc. is seeking a skilled Paraplanner to provide technical support to our Financial Advisors in delivering exceptional results to our clients. As a key member of our team, you will utilize your expertise in financial planning software to assist with client and administrative functions, ensuring seamless...

  • Financial Operations Specialist

    1 month ago

    Bloomington, Illinois, United States Strategic Capacity Group Inc Full time

    Position OverviewStrategic Capacity Group (SCG) is in search of a Financial Operations Specialist to deliver essential administrative, operational, and financial assistance in support of its global capacity-building initiatives. In this capacity, the Financial Operations Specialist will ensure SCG's adherence to grant stipulations and financial reporting...

  • Senior Resource Planning Specialist

    4 weeks ago

    Bloomington, Illinois, United States ASRC Federal Full time

    Job SummaryASRC Federal is seeking a highly skilled Senior Resource Planning Specialist to support the ACC IBS Exec Support Program at Langley AFB. The ideal candidate will have a strong background in financial management, budgeting, and resource planning.Key ResponsibilitiesConduct in-depth financial analyses of investment programs and budget development...

  • Event Planning Specialist

    4 weeks ago

    Bloomington, Illinois, United States State Farm Full time

    About the RoleWe are seeking a highly skilled Event Planning Specialist to join our team at State Farm. As a key member of our Convention & Travel team, you will be responsible for planning and executing high-quality events that support our business objectives.Key ResponsibilitiesEvent Planning: Coordinate the planning, setup, organization, execution,...

  • Financial Support Specialist

    3 weeks ago

    Bloomington, Illinois, United States TO BE DELETED Full time

    We are seeking a detail-oriented and organized individual to support our Finance team. As a Financial Support Specialist, you will be responsible for assisting with various financial tasks, including data entry, invoice processing, and reconciliation. Your strong communication skills and ability to work independently will be essential in maintaining...

  • Strategic Workforce Planning Specialist

    4 weeks ago

    Bloomington, Illinois, United States Booz Allen Hamilton Full time

    Job SummaryWe are seeking a highly skilled Strategic Workforce Planning Specialist to join our team at Booz Allen Hamilton. As a key member of our organization, you will be responsible for leading consulting engagement modules to understand, analyze, develop, and recommend Human Resource (HR) solutions.Key ResponsibilitiesLead consulting engagement modules...

  • Oracle Cloud ERP Financials Specialist

    2 weeks ago

    Bloomington, Illinois, United States Guidehouse Full time

    Job Title: Oracle Cloud ERP Financials SpecialistGuidehouse is seeking an experienced Oracle Cloud ERP Financials Specialist to join our Digital Enterprise Solutions group. As a key member of our team, you will be responsible for delivering Oracle Cloud ERP Financials solutions to our clients, enabling them to make informed business decisions.Key...

  • Technology Training Specialist

    1 week ago

    Bloomington, Illinois, United States COUNTRY Financial Full time

    Empower Employees with Technology ExpertiseCOUNTRY Financial seeks a skilled Technology Training Specialist to design and deliver comprehensive training programs that enhance employee technical skills. This role is ideal for a dynamic and enthusiastic individual with a strong technology background and excellent communication skills.Key...

  • Accounts Receivable Specialist

    4 weeks ago

    Bloomington, Illinois, United States Harmonia Holdings Group, LLC Full time

    Job SummaryWe are seeking an experienced Accounts Receivable Specialist to join our team at Harmonia Holdings Group, LLC. As an Accounts Receivable Specialist, you will play a crucial role in supporting and optimizing our receivables processes.Key ResponsibilitiesFinancial Operations: Prepare and issue accurate invoices to clients in accordance with contract...

  • Financial Services Budget Formulation Specialist

    4 weeks ago

    Bloomington, Illinois, United States Peraton Full time

    About the RoleWe are seeking a highly skilled Financial Services Budget Formulation Specialist to join our team at Peraton. As a key member of our organization, you will play a critical role in bolstering the Intelligence Planning, Programming, Budget, and Execution Process (IPPBE) within our customer's organization.Key Responsibilities:Provide expert...

  • Financial Services Budget Analyst Formulation Specialist

    1 week ago

    Bloomington, Illinois, United States 00100 LEIDOS, INC. Full time

    Job SummaryLeidos is seeking a highly skilled Financial Services Budget Analyst Formulation Specialist to join our team. As a key member of our organization, you will play a pivotal role in bolstering the Intelligence Planning, Programming, Budget, and Execution Process (IPPBE) within the customer's organization.Key ResponsibilitiesProvide expert guidance...

  • Financial Services Specialist

    16 hours ago

    Bloomington, Illinois, United States NuvoLogic Consulting Full time

    About NuvoLogic ConsultingWe are a management consulting company based in the Northern Virginia area, specializing in financial services and mortgage finance. Our team engages with public and private sector clients to provide expert guidance on finance, accounting, and operations.We help our clients achieve their goals by offering a range of services,...

  • Financial Advisory Specialist

    12 hours ago

    Bloomington, Illinois, United States RM Advisory Services Full time

    Job Opportunity: RMAS Audit Advisory ConsultantsWe are seeking strong audit readiness/Financial Information Advisory Report (FIAR) consultants to support a large Department of Defense (DoD) agency FIAR engagement. The roles will be a combination of remote, hybrid, and in-office positions. Candidates should be based in the Northern Virginia area. All roles...

  • Planning Consultant

    1 day ago

    Bloomington, Illinois, United States Fidelity TalentSource LLC Full time

    Job Description:As a Planning Consultant at Fidelity Investments, you will play a key role in providing world-class planning experiences to our clients. Your primary responsibility will be to uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations. You will develop an engagement strategy that...

  • Accountant - Agriculture and Rural Loans Specialist

    1 week ago

    Bloomington, Illinois, United States Compeer Financial Full time

    Accountant - Agriculture and Rural LoansCompeer Financial is seeking a highly skilled and detail-oriented Accountant to join our team. As an Accountant, you will play a critical role in providing accounting services to our internal and external clients, ensuring the accuracy and timeliness of financial transactions.Key Responsibilities:Provide accounting...

  • Senior Financial Management Specialist

    4 days ago

    Bloomington, Illinois, United States NuvoLogic Consulting Full time

    Job OverviewNuvoLogic Consulting is a management consulting firm based in the Northern Virginia area, specializing in financial services and mortgage finance. We collaborate with public and private sector clients to enhance their financial management capabilities.Our team is dedicated to providing expert guidance on finance, accounting, and operations to...