Planning Consultant
3 days ago
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.
Key Responsibilities- 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
- 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
- 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
Fidelity Investments is a leading provider of financial services, offering a range of investment products and services to individuals, institutions, and financial intermediaries. Our mission is to provide our clients with the tools and expertise they need to achieve their financial goals.
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Planning Consultant
5 days ago
Media, Pennsylvania, United States Fidelity Investments Full timeAbout the RoleThe 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.Key ResponsibilitiesConducting joint appointments with clients, focused on consultations through Fidelity's guidance...
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Financial Planning Specialist
5 days ago
Media, Pennsylvania, United States Fidelity TalentSource LLC Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Fidelity TalentSource LLC. As a key member of our financial planning capacity, you will work alongside our Financial Consultants and Wealth Planners to provide world-class planning experiences to our clients.Key ResponsibilitiesConduct joint appointments with...
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Financial Planning Specialist
3 days ago
Media, Pennsylvania, United States Fidelity TalentSource LLC Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Fidelity TalentSource LLC. As a key member of our financial planning capacity, you will work alongside our Financial Consultants and Wealth Planners to provide world-class planning experiences to our clients.Key ResponsibilitiesConduct joint appointments with...
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Experienced Tax Consultant
1 week ago
Media, Pennsylvania, United States Verna & Associates Full timeTax Consultant Role at Verna & AssociatesWe are seeking a highly skilled Tax Consultant with extensive expertise in the preparation of corporate and partnership tax filings. This position offers a unique chance to be part of a vibrant team with promising opportunities for career growth.Primary Responsibilities:Perform account evaluations and execute...
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Licensed Behavioral Consultant
1 week ago
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Certified Behavior Consultant
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Certified Behavior Consultant
2 weeks ago
Media, Pennsylvania, United States Autism HOPE Full timePosition OverviewSalary: $40.00-$60.00Autism HOPE is actively seeking dedicated and passionate professionals to fill the role of Behavior Consultant. Our mission is to positively impact the lives of children, youth, and families affected by Autism Spectrum Disorder (ASD).About Us: We are a community-focused Applied Behavior Analysis (ABA) agency catering to...
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Collision Repair Consultant
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Junior Sales Consultant
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Student Success Consultant
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Travel Nurse RN Specialist
3 days ago
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Travel Nurse RN
2 days ago
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Senior Mechanical Engineer
5 days ago
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Travel Nurse RN
11 hours ago
Media, Pennsylvania, United States LeaderStat Full timeJob Title: Travel Nurse RN - Med Surg / TelemetryJob Summary:LeaderStat is seeking a highly skilled and experienced Travel Nurse RN to join our team as a Med Surg / Telemetry Float RN. As a Travel Nurse RN, you will have the opportunity to work in a dynamic and fast-paced environment, providing top-notch care to patients in a variety of...
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Behavioral Health Specialist
3 days ago
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Public Health Nurse Liaison
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Behavioral Health Specialist
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Travel Nurse RN Specialist
19 hours ago
Media, Pennsylvania, United States Planet Healthcare Full timeJob SummaryPlanet Healthcare is seeking a skilled Telemetry Registered Nurse to join our team for a 12-week travel nursing assignment in Michigan.Key ResponsibilitiesProvide high-quality patient care in a Telemetry settingCollaborate with healthcare teams to develop and implement effective patient care plansMonitor and analyze patient data to inform...
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Travel Nurse RN
11 hours ago
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Travel Nurse RN Specialist
5 days ago
Media, Pennsylvania, United States Planet Healthcare Full timeJob SummaryPlanet Healthcare is seeking a skilled Telemetry Registered Nurse to join our team for a 12-week travel nursing assignment in Michigan.Key ResponsibilitiesProvide high-quality patient care in a Telemetry settingCollaborate with healthcare teams to develop and implement effective patient care plansMonitor and analyze patient data to inform...