Financial Planning Consultant

1 week ago

Altamonte Springs, Florida, United States Fidelity TalentSource LLC Full time

Financial Planning Consultant

Are you prepared to excel in a rewarding role as a Financial Planning Consultant? In this position, you will provide exceptional planning services to clients, discover methods to strengthen client connections, and devise customized strategies tailored to each client's specific financial objectives. By adhering to Fidelity's commitment to client satisfaction, you will foster client loyalty and aim to cultivate long-lasting relationships.

Qualifications
  • Possess FINRA Series 7 & 63 licenses; Series 65 or 66 licensing and relevant state registrations OR the ability to secure series 65/66 post hiring
  • Previous experience in the financial services sector, particularly in financial planning
  • Preferred to hold a degree and/or professional certifications such as CFP; Tuition Reimbursement program available for those pursuing CFP or degree
Your Role

As a Financial Planning Consultant, you will work closely with Financial Consultants and Wealth Planners, assisting in various financial planning activities. Your expertise and ability to build relationships will empower you to effectively utilize guidance tools, facilitating in-depth discussions on planning concepts with clients. By collaborating with advisers, you will identify further planning opportunities and strive to fulfill client requirements. Every interaction you have with clients will significantly impact both their experience and the business.

Key Skills
  • Comprehensive understanding of financial planning principles to assist clients in developing effective financial strategies
  • Profiling abilities to comprehend client needs and propose appropriate solutions
  • Enthusiasm for nurturing relationships and advocating for clients' best interests
  • Results-driven mindset, demonstrating accountability and dedication to achieving goals
  • Comfortable with initiating outbound calls to educate clients and uncover value-adding opportunities
Benefits

Fidelity values its workforce and offers a competitive total rewards package, alongside a stable base salary. Our benefits programs promote work-life balance, and we provide extensive training opportunities to support your professional development. Become part of a company dedicated to enhancing the financial well-being of clients.

Your Contribution
  • Conduct joint appointments with clients, leveraging Fidelity's guidance tools
  • Collaborate with clients to pinpoint opportunities that lead to their success
  • Maintain an organized client contact strategy, engage with business partners, and utilize tools like Salesforce
  • Establish lasting and impactful client relationships
  • Support the success of your colleagues through mentoring
Certifications:

Series 07 - FINRA, Series 66 - FINRA

Company Overview

Fidelity Investments is dedicated to enhancing the financial well-being of our clients. We provide investment and planning services to individuals, companies, non-profits, and independent advisors. At Fidelity, you will discover numerous opportunities to build a fulfilling career that positively impacts lives.

Inclusivity Commitment

Fidelity is committed to integrity, honesty, and the safety of our associates and customers within the financial industry. We foster a culture that promotes inclusivity and belonging.

Fidelity offers accommodations for applicants with disabilities, ensuring a fair recruitment process. Contact the HR Accommodation Team for any necessary adjustments.

  • Financial Planning Consultant

    1 week ago

    Altamonte Springs, Florida, United States Fidelity TalentSource LLC Full time

    Financial Planning ConsultantAre you prepared to excel in a vibrant environment as a Financial Planning Consultant? In this position, you will have the chance to deliver exceptional planning services to clients, discover methods to strengthen client relationships, and devise customized strategies to address each client's distinct planning requirements. By...

  • Financial Planning Consultant

    2 weeks ago

    Altamonte Springs, Florida, United States Fidelity TalentSource LLC Full time

    Financial Planning ConsultantAre you prepared to take on a pivotal role as a Financial Planning Consultant? In this position, you will have the chance to deliver exceptional planning services to clients, discover opportunities to strengthen client connections, and devise customized strategies to address each client's distinct financial planning requirements....

  • Financial Planning Consultant

    2 weeks ago

    Altamonte Springs, Florida, United States Fidelity TalentSource LLC Full time

    Financial Planning ConsultantAre you prepared to make a significant impact as a Financial Planning Consultant? In this position, you will have the chance to deliver exceptional planning services to clients, discover methods to enhance client interactions, and devise customized strategies to address each client's distinct financial planning requirements. By...

  • Financial Planning Consultant

    1 week ago

    Altamonte Springs, Florida, United States Fidelity TalentSource LLC Full time

    Financial Planning ConsultantAre you prepared to excel in a rewarding role as a Financial Planning Consultant? In this position, you will provide exceptional planning services to clients, discover opportunities to strengthen client relationships, and create customized strategies to address each client's distinct financial needs. By adhering to Fidelity's...

  • Financial Planning Consultant

    2 weeks ago

    Altamonte Springs, Florida, United States Fidelity TalentSource LLC Full time

    Financial Planning ConsultantAre you prepared to make a significant impact as a Financial Planning Consultant? In this position, you will have the chance to deliver exceptional planning services to clients, discover opportunities to strengthen client connections, and devise customized strategies that cater to each client's distinct financial requirements. By...

  • Financial Planning Analyst

    2 weeks ago

    Altamonte Springs, Florida, United States Lockheed Martin Corporation Full time

    Job ID: 673162BR Program: EOTS Position Overview: Are you looking for a rewarding opportunity that offers substantial avenues for professional advancement? In this position, your daily responsibilities will encompass aiding in contract establishment and oversight, financial control and assessment, proposal formulation, management of New Business Acquisition...

  • Financial Planning Analyst

    2 weeks ago

    Altamonte Springs, Florida, United States Lockheed Martin Corporation Full time

    Job Overview:Position ID: 673162BR Program: EOTS Role Summary: Are you looking for a challenging opportunity that offers substantial potential for career advancement? In this position, your daily responsibilities will encompass supporting contract establishment and oversight, expense management and evaluation, proposal formulation, New Business Acquisition...

  • Vice President of Asset Management and Financial Planning

    1 week ago

    Altamonte Springs, Florida, United States Everstory Partners - StoneMor, Inc. Full time

    Position Overview:The Vice President of Asset Management and Financial Planning & Analysis plays a crucial role in steering the operational success of the asset portfolio at Everstory Partners.Key Responsibilities:This role encompasses the comprehensive management of the asset lifecycle, including:Acquisition: Identifying and securing new assets that align...

  • Vice President of Asset Management and Financial Planning

    2 weeks ago

    Altamonte Springs, Florida, United States Everstory Partners Full time

    Job OverviewAbout Everstory PartnersAt Everstory Partners, we are dedicated to fostering environments where individuals and families can discover comfort, meaning, and hope during times of loss. Our mission is rooted in a profound understanding of the intricate nature of grief, recognizing that each person's experience is distinct. We are committed to...

  • Senior Mortgage Consultant

    2 weeks ago

    Altamonte Springs, Florida, United States The Ladders Full time

    Position Overview - Key Responsibilities The primary aim of this role is to actively seek out new residential mortgage clients while fostering and nurturing a robust network of referral sources. A Mortgage Consultant is tasked with evaluating a client's financial and credit information to assess their creditworthiness and the likelihood of successful...

  • Financial Aid Consultant

    1 week ago

    Coral Springs, Florida, United States Miami Regional University Full time

    Financial Aid Consultant Role at Miami Regional UniversityMiami Regional University is in search of a dedicated professional to provide guidance on financial assistance options to prospective students. This role involves helping students navigate the various scholarships and financial aid programs available in a structured and ethical manner. The successful...

  • Senior Financial Analyst

    1 week ago

    Altamonte Springs, Florida, United States Raytheon Technologies Full time

    About the RoleWe are seeking a highly skilled finance professional to support the Starburst Program as a Senior Financial Analyst. This role will play a critical part in driving the Starburst financial success through insightful financial analysis, strong management, and strategic recommendations.Key ResponsibilitiesProvide financial support to successfully...

  • Financial Operations Manager

    2 weeks ago

    Altamonte Springs, Florida, United States Waste Connections Full time

    We are currently seeking a qualified individual for the role of Financial Operations Manager. This position entails a relocation to one of our facilities following an initial training period.Key Responsibilities:Executing monthly financial closing activities through the generation of financial reports for each operational site.Reconciling general ledger...

  • VP of Asset Oversight and Financial Strategy

    2 weeks ago

    Altamonte Springs, Florida, United States Everstory Partners - StoneMor, Inc. Full time

    Position Overview:The Vice President of Asset Management and Financial Planning plays a crucial role in steering the performance of the asset portfolio at Everstory Partners.Key Responsibilities:This role encompasses the comprehensive management of all organizational assets throughout their lifecycle, including:Acquisition: Identifying and securing valuable...

  • Senior Vice President, Portfolio Management and Financial Analysis

    2 weeks ago

    Altamonte Springs, Florida, United States Everstory Partners - StoneMor, Inc. Full time

    Position Overview:The Vice President of Asset Management and Financial Planning plays a crucial role in steering the operational success of the asset portfolio at Everstory Partners.Key Responsibilities:This leadership position encompasses the comprehensive management of all organizational assets throughout their lifecycle, including:Acquisition: Identifying...

  • Senior Financial Analyst

    2 weeks ago

    Altamonte Springs, Florida, United States AdventHealth Corporate Full time

    Company Overview: AdventHealth Corporate is dedicated to providing comprehensive benefits and support for our employees and their families.Benefits:Benefits from Day OneCareer Development OpportunitiesWhole Person Wellbeing ResourcesMental Health Resources and SupportRole Overview:The Senior Financial Analyst specializing in Finance ERP plays a pivotal role...

  • Office Manager

    2 days ago

    Altamonte Springs, Florida, United States Nebula Ventures Full time

    We are Nebula Ventures, a forward-thinking consulting firm that develops tailored solutions for our clients' legal, business, tax, and strategic challenges. Our team of experts provides full-service consulting at the highest level to companies from all industries, including the energy and infrastructure sector.We offer a wide range of services,...

  • Senior Financial Analyst

    2 weeks ago

    Altamonte Springs, Florida, United States AdventHealth Corporate Full time

    Company Overview: AdventHealth Corporate is dedicated to providing comprehensive benefits and support for you and your family.Benefits:Benefits from Day OneCareer Development OpportunitiesWhole Person Wellbeing ResourcesMental Health Resources and SupportPosition Overview:The Senior Financial Analyst specializing in Finance ERP plays a pivotal role in...

  • Multilingual Client Support Specialist

    2 weeks ago

    Altamonte Springs, Florida, United States Synchrony Financial Full time

    Please be aware that in-person training may be required at our designated center. Further information will be provided upon successful completion of the hiring process.Empower Your Potential, Enhance Your CareerAt Synchrony Financial, we are committed to fostering an environment where our employees are encouraged to grow and develop their careers. As a...

  • Auditor/Tax Consultant for Financial Expertise

    3 days ago

    High Springs, Florida, United States SilverLinx Full time

    About SilverLinxWe are a leading provider of comprehensive support services in auditing, tax consulting, business management, and corporate finance, with over 60 years of expertise and competence.In today's fast-paced business environment, our clients expect advice that gives them the clarity and foresight to focus on their core business. Our team of experts...