Planning Consultant
4 weeks ago
We are seeking a highly skilled and motivated Financial Planning Specialist to join our team at Fidelity TalentSource LLC. As a key member of our financial planning team, you will play a critical role in helping our clients achieve their financial goals.
Key Responsibilities- Conduct Joint Appointments: Work closely with clients to understand their financial needs and goals, and develop personalized financial plans to help them achieve success.
- Educate and Plan with Clients: Provide expert guidance and education to clients on financial planning concepts, investment strategies, and wealth management techniques.
- Create and Maintain Client Contact Strategy: Develop and implement a comprehensive client contact strategy to engage with clients, build relationships, and identify new business opportunities.
- Mentor and Support Peers: Collaborate with colleagues to share knowledge, best practices, and expertise to drive business growth and client satisfaction.
- FINRA Series 7 & 63 Licensed: Possess a valid FINRA Series 7 and 63 license, or be able to obtain one upon hire.
- Financial Services Experience: Have a minimum of 2 years of experience in financial services, preferably in financial planning or wealth management.
- Education and Certifications: Hold a degree in a related field, such as finance, accounting, or business, and/or possess relevant professional certifications, such as CFP.
At Fidelity TalentSource LLC, we offer a competitive compensation package, comprehensive training and development programs, and a collaborative work environment that fosters growth and success. If you are a motivated and results-driven professional with a passion for financial planning, we encourage you to apply for this exciting opportunity.
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Leasing Consultant
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Educational Consultant
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Educational Consultant
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Educational Consultant
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Solar Sales Representative
7 days ago
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Parts Inventory Specialist
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Sales Consultant for New and Pre-Owned Vehicles
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Program Management Director
4 weeks ago
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Speech-Language Pathologist
7 days ago
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Sales Representative
3 weeks ago
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Sales Representative
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Customer Service Specialist
4 weeks ago
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Automotive Parts Specialist
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Champs-sur-Yonne, Bourgogne-Franche-Comté, United States Findlay Customs Full timeFindlay Customs is currently seeking exceptional talent to elevate our operations.As part of Findlay Automotive, a leading and rapidly growing automotive enterprise in the Southwest, Findlay Customs distinguishes itself as a premier destination. With new leadership committed to creating a positive and innovative workplace, we are eager to welcome...
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Sales Representative
1 week ago
Champs-sur-Yonne, Bourgogne-Franche-Comté, United States Findlay Cadillac Full timeAbout Findlay CadillacWe are one of the largest and fastest-growing automotive groups in the Southwest U.S. Our organization thrives on meeting new challenges every day, dedicated to addressing the wants, needs, and requirements of today's consumer. We pride ourselves on our commitment to the customer, as well as the communities we serve.Job SummaryWe are...
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Automotive Parts Specialist
1 month ago
Champs-sur-Yonne, Bourgogne-Franche-Comté, United States Findlay Customs Full timeFindlay Customs is under new management and is eager to welcome exceptional talent to strengthen our workforce.As part of Findlay Automotive, a swiftly growing and one of the largest automotive enterprises in the Southwest, Findlay Customs distinguishes itself as a remarkable workplace. With a fresh leadership team committed to cultivating a positive and...
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Automotive Parts Specialist
1 month ago
Champs-sur-Yonne, Bourgogne-Franche-Comté, United States Findlay Customs Full timeFindlay Customs is currently under new management and is seeking exceptional talent to strengthen our workforce.As a key division of Findlay Automotive, one of the largest and fastest-growing automotive enterprises in the Southwest, Findlay Customs is distinguished as a premier destination. With a renewed focus on cultivating a positive and innovative...
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Sales Representative
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Champs-sur-Yonne, Bourgogne-Franche-Comté, United States Prime Time Healthcare Full timeJob SummaryPrime Time Healthcare is seeking a skilled Speech Language Pathologist to provide services in a school setting. As a travel Speech Language Pathologist, you will have the opportunity to work with a variety of students and develop your skills in a dynamic environment.Key ResponsibilitiesAssess and treat students with communication and swallowing...