Regional Planning Consultant

2 weeks ago

Portland, United States Fidelity Investments Full time
Job Description:

Are you passionate about helping advisors build their business through a culture of planning by mentoring and encouraging associates? Do you love to spend time crafting deeper positive relationships?

Our Financial Planning offices are filled with energy and potential and our Regional Planning Consultants play a vital role in supporting investor center associates by reinforcing the principles of consultative selling. You will impact associate development through focused coaching support in the key foundational areas, including communication skills, our product offering and practice management techniques.

The Expertise We're Looking For
  • We ask that you have sales experience in the financial service industry
  • We require a Series 7 & 63 and will allow study time to obtain the Series 66 & Insurance licenses within 6 months of hire
  • CFP certification preferred
The Purpose of Your Role

Our vision for the Regional Planning Consultant is to develop sales associates through collaboration and mentoring, to ensure they possess the skills needed to provide a premier experience to our clients and grow their books.

The Skills You Bring
  • Your planning skills and in-depth knowledge of financial product offerings
  • You are confident in front of an audience of any size and have impressionable public speaking skills
  • Your unparalleled desire to coach and impact others' results
  • You are an approachable leader with the ability to effortlessly influence others
The Value You Deliver
  • Providing subject matter expertise on a broad range of financial planning and investment solutions, including advisory solutions, wealth advisory services, insurance offerings, and retirement
  • Coordinating with branch management, you are using supportive development plans to provide collaborative training to associates who are improving their skills and abilities to execute in their roles
  • You are encouraging the growth of our branch associates and preparing them to become highly proficient and effective sales consultants by embracing consultative selling practices
  • Leading by example and demonstrating organized preparation and effective follow up skills
  • Partnering with branch consultants in client appointments to support the introduction and implementation of appropriate product solutions

How Your Work Impacts the Organization

Your work supports Personal Investments by delivering financial service expertise through inclusive mentorship and development activities.

Certifications:
Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA

Category:

Sales Support

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).

  • Regional Planning Consultant

    2 weeks ago

    Portland, United States Fidelity TalentSource LLC Full time

    Job Description:Are you passionate about helping advisors build their business through a culture of planning by mentoring and encouraging associates? Do you love to spend time crafting deeper positive relationships?Our Financial Planning offices are filled with energy and potential and our Regional Planning Consultants play a vital role in supporting...

  • Planning Consultant

    12 hours ago

    Portland, United States Fidelity Investments Full time

    Job Description:Planning Consultant 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. Through your integrity and adoption...

  • Planning Consultant

    4 days ago

    Portland, United States Fidelity TalentSource LLC Full time

    Job Description: Planning Consultant 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. Through your integrity and...

  • Planning Consultant

    12 hours ago

    Portland, United States Fidelity TalentSource LLC Full time

    Job Description: Planning Consultant 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. Through your integrity and...

  • Planning Consultant

    4 days ago

    Portland, United States Fidelity TalentSource LLC Full time

    Job Description:Planning Consultant 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. Through your integrity and adoption...

  • Retirement Plan Consultant

    5 hours ago

    Portland, United States Multnomah Group Full time

    Job DescriptionJob DescriptionPosition OverviewThe Retirement Plan Consultant role is responsible for building and maintaining client relationships by providing outstanding client service and advice to the firm's clients. The Consultant guides clients in the ongoing fiduciary oversight of their retirement program by delivering the firm's standard...

  • Independent Contract Regional Nurse Consultant Position

    4 weeks ago

    Portland, United States Canyon Wren Consulting, LLC Full time

    Job DescriptionJob DescriptionCome be a part of a Boutique Management/Consulting company that serves both LTC and CBC communities in both Oregon and Washington. The preference is that you reside in the Portland Metropolitan area or Tacoma area for ease with travel to each community. You will have the opportunity to partner with additional nurses in creating...

  • Salaried Financial Advisor

    4 weeks ago

    Portland, United States CareerBuilder Full time

    Portland , OR Posted: 03/13/2024 Industry: Employee Benefits & Retirement Services Job Number: ME24.3.13.2 Pay Rate: Base $65k - $80k (possibly more) Experience: Job Description Are you tired of commission? You obtained your FINRA licenses and exhausted your network to sell insurance and investment products to family and friends. Are you looking to become a...

  • Regional Operations Manager

    4 weeks ago

    Portland, United States LVI Associates Full time

    We are seeking a highly skilled and experienced Regional Operations Manager to join the team in Portland, OR. This environmental consulting firm has a strong ESOP program in addition to a competitive benefits package. The ideal candidate will have a Professional Engineer (PE) or Professional Geologist (PG) license and a strong background in remediation...

  • Regional Sales Manager

    4 days ago

    Portland, United States Diesel Direct Full time

    Job description The Regional Sales Manager position is focused primarily on the acquisition of new customers. This position is a significant driver of new profitable business growth for Diesel Direct West. West Direct Oil a premier one-stop fuel and lubrication petroleum distributor with a focus on safety and customer service. ESSENTIAL DUTIES &...

  • Regional Sales Manager

    7 days ago

    Portland, United States Diesel Direct Inc Full time

    Job descriptionThe Regional Sales Manager position is focused primarily on the acquisition of new customers. This position is a significant driver of new profitable business growth for Diesel Direct West.West Direct Oil a premier one-stop fuel and lubrication petroleum distributor with a focus on safety and customer service.ESSENTIAL DUTIES &...

  • Regional Sales Manager

    3 weeks ago

    Portland, United States Diesel Direct Inc Full time

    Job descriptionThe Regional Sales Manager position is focused primarily on the acquisition of new customers. This position is a significant driver of new profitable business growth for Diesel Direct West.West Direct Oil a premier one-stop fuel and lubrication petroleum distributor with a focus on safety and customer service.ESSENTIAL DUTIES &...

  • Regional Sales Manager

    6 days ago

    Portland, United States Diesel Direct Full time

    Job description The Regional Sales Manager position is focused primarily on the acquisition of new customers. This position is a significant driver of new profitable business growth for Diesel Direct West. West Direct Oil a premier one-stop fuel and lubrication petroleum distributor with a focus on safety and customer service. ESSENTIAL DUTIES &...

  • Regional Sales Manager

    1 week ago

    Portland, United States Diesel Direct Full time

    Job description The Regional Sales Manager position is focused primarily on the acquisition of new customers. This position is a significant driver of new profitable business growth for Diesel Direct West. West Direct Oil a premier one-stop fuel and lubrication petroleum distributor with a focus on safety and customer service. ESSENTIAL DUTIES &...

  • Regional Sales Manager

    6 days ago

    Portland, United States Diesel Direct Full time

    Job description The Regional Sales Manager position is focused primarily on the acquisition of new customers. This position is a significant driver of new profitable business growth for Diesel Direct West. West Direct Oil a premier one-stop fuel and lubrication petroleum distributor with a focus on safety and customer service. ESSENTIAL DUTIES &...

  • Regional Sales Manager

    4 weeks ago

    Portland, United States Diesel Direct Inc Full time

    Job DescriptionJob DescriptionJob descriptionThe Regional Sales Manager position is focused primarily on the acquisition of new customers. This position is a significant driver of new profitable business growth for Diesel Direct West.West Direct Oil a premier one-stop fuel and lubrication petroleum distributor with a focus on safety and customer...

  • Regional Sales Manager

    7 days ago

    Portland, OR, United States Diesel Direct Inc Full time

    Job description The Regional Sales Manager position is focused primarily on the acquisition of new customers. This position is a significant driver of new profitable business growth for Diesel Direct West. West Direct Oil a premier one-stop fuel and lubrication petroleum distributor with a focus on safety and customer service. ESSENTIAL DUTIES &...

  • Fitness Consultant

    4 weeks ago

    Portland, United States Muv Fitness Full time

    Job DescriptionJob DescriptionMv Fitness is in the RESULTS business! With our expansion plans, hiring quality staff is essential for our growth! A Mv Fitness Consultant has to be the best in the business. A Fitness Consultant is the first contact a potential member will have with our company. The member makes their first impression of our gym based on the...

  • Regional Trainer

    2 weeks ago

    Portland, United States Allied Universal Full time

    Allied Universal® is hiring a Regional Trainer. The Regional Trainer will teach Allied Universal employees at all levels, upskilling employees to develop a safety, service, and growth mindset. Training course development, delivery and compliance-tracking will be conducted in accordance with all federal, state or province, and local laws and regulations,...

  • Regional Trainer

    3 days ago

    Portland, United States Allied Universal Full time

    Allied Universal® is hiring a Regional Trainer. The Regional Trainer will teach Allied Universal employees at all levels, upskilling employees to develop a safety, service, and growth mindset. Training course development, delivery and compliance-tracking will be conducted in accordance with all federal, state or province, and local laws and regulations,...