Current jobs related to Planning Consultant - Middleton - Fidelity TalentSource LLC

  • Planning Consultant

    2 months ago

    Middleton, United States Fidelity TalentSource LLC Full time

    Job Description:Planning ConsultantThrough your integrity and adherence to Fidelity s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through...

  • Financial Consultant

    3 weeks ago

    Middleton, United States Charles Schwab Full time

    Join Our Team as a Financial Consultant at Charles SchwabAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.About the RoleWe're seeking a talented...

  • Senior Financial Consultant

    2 weeks ago

    Middleton, United States Charles Schwab Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Consultant to join our team at Charles Schwab. As a Financial Consultant, you will be responsible for providing financial guidance and wealth management advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide financial planning and...

  • Senior Financial Consultant

    2 weeks ago

    Middleton, United States Charles Schwab Full time

    Transforming Finance TogetherAt Charles Schwab, we're empowering our employees to make a meaningful impact on their careers and the finance industry. Our innovative culture and supportive environment foster creative problem-solving and collaboration, driving us to challenge the status quo and transform the way we approach wealth management.Your OpportunityAs...

  • Tax Consultant

    2 weeks ago

    Middleton, Wisconsin, United States Johnson Block & Company Inc Full time

    Job Title: Tax SupervisorJohnson Block & Company Inc. is seeking a highly skilled Tax Supervisor to join our team. As a Tax Supervisor, you will play a key role in supporting our clients and identifying new business opportunities.Key Responsibilities:Review and prepare business and individual income tax returns to ensure compliance and support effective...

  • Travel Nurse RN Psychiatric

    1 month ago

    Middleton, Wisconsin, United States Planet Healthcare Full time

    Job OpportunityPlanet Healthcare is seeking a skilled Psychiatric Travel Nurse RN to join their team in Middleton, Wisconsin.Job DetailsSpecialty: PsychiatricDiscipline: RNDuration: 26 weeksShift: 12 hours, nightsEmployment Type: TravelAs a Psychiatric Travel Nurse RN, you will have the opportunity to work with a global leader in clinical staffing,...

  • Speech Language Pathologist

    4 weeks ago

    Middleton, United States UW Health Full time

    Job Title: Pediatric Clinical Speech Language PathologistWe are seeking a highly skilled and compassionate Pediatric Clinical Speech Language Pathologist to join our team at UW Health. As a key member of our interdisciplinary team, you will provide consultative and developmentally appropriate habilitative and rehabilitative treatment services to complex...

  • Travel Nurse RN Psychiatric Position

    1 week ago

    Middleton, United States Planet Healthcare Full time

    Job Title: Travel Nurse RN Psychiatric PositionJob Description:We are seeking a skilled Travel Nurse RN Psychiatric to join our team at Planet Healthcare. As a travel nurse, you will have the opportunity to work in a variety of settings and locations, gaining valuable experience and skills.Key Responsibilities:Provide high-quality patient care in a...

  • Wisconsin South Construction Leader

    1 month ago

    Middleton, United States AECOM Full time

    Job DescriptionWe are seeking a highly motivated and experienced Construction Management Professional to lead our team in the Wisconsin South region. As a Construction Leader, you will oversee a wide variety of highway and bridge projects for the Wisconsin Department of Transportation (WisDOT) and Local clients.Key Responsibilities:Directly oversee the...

  • Wisconsin South Construction Leader

    1 month ago

    Middleton, Wisconsin, United States AECOM Full time

    About the RoleWe are seeking a highly motivated and experienced Construction Leader to join our team in the Middleton office. As a key member of our Transportation Business Line, you will oversee a wide range of highway and bridge projects for the Wisconsin Department of Transportation (WisDOT) and local clients.Key ResponsibilitiesDirectly oversee CM/CEI...

  • Senior Tax Accountant

    7 days ago

    Middleton, Wisconsin, United States Johnson Block & Company Inc Full time

    Job DescriptionJohnson Block and Company, Inc. is seeking a highly skilled Senior Tax Accountant to join our team. As a Senior Tax Accountant, you will be responsible for preparing and reviewing business and individual income tax returns, as well as providing clients with QuickBooks consulting.The ideal candidate will have a Bachelor's Degree in Accounting...

  • Wisconsin South Construction Leader

    2 weeks ago

    Middleton, Wisconsin, United States AECOM Full time

    Job SummaryWe are seeking a highly motivated and experienced Construction Management Leader to oversee a wide variety of highway and bridge projects for the Wisconsin Department of Transportation (WisDOT) and local clients in the Wisconsin South region.The successful candidate will have a background in Construction Management/Construction Engineering &...

  • Wisconsin South Construction Leader

    3 weeks ago

    Middleton, United States AECOM Full time

    Job DescriptionThe AECOM Transportation Business Line is seeking a highly motivated and experienced Construction Leader to oversee a wide variety of highway and bridge projects for the Wisconsin Department of Transportation (WisDOT) and local clients.Key Responsibilities:Oversee CM/CEI staff and projects in the Southeast Region and Southwest RegionProvide...

  • Construction Management Leader for Southern Wisconsin

    2 months ago

    Middleton, Wisconsin, United States AECOM Full time

    Company OverviewJoin Us in Shaping the Future.At AECOM, we are committed to creating a better world. Our efforts range from enhancing transportation systems, ensuring energy reliability, providing access to clean water, to reshaping city skylines. Our projects are designed to empower communities and foster growth. As a globally recognized infrastructure...

  • Wisconsin South Construction Manager

    2 weeks ago

    Middleton, Wisconsin, United States AECOM Full time

    About the RoleWe are seeking a highly motivated and experienced Construction Leader to join our team in the Middleton office. As a Construction Leader, you will oversee a wide variety of highway and bridge projects for the Wisconsin Department of Transportation (WisDOT) and Local clients.This is a fantastic opportunity to grow your career and take on new...

  • Part-Time LPN Licensed Practical Nurse

    7 days ago

    Middleton, Massachusetts, United States Wellpath Full time

    We are seeking a skilled Licensed Practical Nurse (LPN) to join our team at Wellpath. As a vital member of our healthcare team, you will contribute to the nursing process of assessment, planning, implementation, and evaluation.Under the supervision of a Registered Nurse, you will assess patients' physical, psychological, and social dimensions, contributing...

  • Wisconsin South Construction Manager

    1 week ago

    Middleton, Massachusetts, United States AECOM Full time

    Job DescriptionThe AECOM Transportation Business Line is seeking a highly motivated Wisconsin South Construction Leader to oversee a wide variety of highway and bridge projects for the Wisconsin Department of Transportation (WisDOT) and Local clients. This position will be located in the Middleton office.The CM Leader will provide strategic plan and delivery...

  • Civil Engineer

    2 weeks ago

    Middleton, United States AECOM Full time

    About the JobAECOM is seeking a Civil Engineer to join our team in Middleton, WI. As a key member of our transportation design team, you will be responsible for building analytic and design skills, conducting engineering design under the supervision of an experienced engineer, and creating designs, calculations, sketches, diagrams, schematic drawings, and...

  • Traveling Psychiatric Nurse

    2 weeks ago

    Middleton, Wisconsin, United States Planet Healthcare Full time

    Job Title: Traveling Psychiatric NursePlanet Healthcare is seeking a skilled Traveling Psychiatric Nurse to join our team.Job DetailsSpecialty: PsychiatricDiscipline: RNDuration: 26 weeksShift: 12 hours, nightsEmployment Type: TravelAs a Traveling Psychiatric Nurse, you will have the opportunity to work with a variety of patients and develop your skills in a...

  • Travel Nurse Psychiatric RN

    4 weeks ago

    Middleton, Wisconsin, United States Planet Healthcare Full time

    Job Title: Travel Nurse RNPlanet Healthcare is seeking a skilled travel nurse RN to join our team in Middleton, Wisconsin.Job DetailsSpecialty: PsychiatricDiscipline: RNDuration: 26 weeksShift: 12 hours, nightsEmployment Type: TravelWe offer a competitive pay package based on 12 hour shifts and 36 hours per week, with a tax-free stipend amount to be...

Planning Consultant

5 months ago

Middleton, United States Fidelity TalentSource LLC Full time



Job Description:



Planning Consultant

Through your integrity and adherence to Fidelity s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.

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.



The Expertise We re Looking For

  • 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\u00AE Certification is highly encouraged


The Purpose of Your Role

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. In addition to the primarily role of conducting financial planning interactions, you will support the overall client relationship by using innovative technologies, such as Glance, to maximize efficiencies for clients. You will be in complete alignment with Fidelity s firm wide initiatives that will give you the opportunity to positively influence clients financial plans. You will see your impact on the business and have rewarding interactions with clients every single day



The Skills You Bring

  • 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


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


How Your Work Impacts the Organization

Through your knowledge of financial planning and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts.\u00A0 This will lead you to uncover additional complex planning opportunities in which you ll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients





Certifications:

Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

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).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.