Planning Consultant

2 months ago

Rockville, 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 of Fidelity s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.



The Expertise We re Looking For

  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
  • Financial services experience preferably in financial planning
  • Degree and/or other professional certifications such as CFP are helpful; if you don t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one


The Purpose of Your Role

The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge 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. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day



The Skills You Bring

  • Thorough 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 telephone calls to further educate clients and find opportunities to add value to the relationship


Our Investments in You

Fidelity s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our\u202Fbenefit programs\u202Fare designed to help you and your family strike the right balance.\u00A0 We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding



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




Certifications:

Certified Financial Planner \u00AE / CFP-\u00AE - 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.

  • Relationship Manager

    2 months ago

    Rockville, United States Obsidian Business Planning Solutions Full time

    Obsidian Planning Solutions, a financial planning firm located in Rockville, MD, is hiring a Senior Relationship Manager for the local office. OPPORTUNITY: As our Senior Relationship Manager, you will make connections with people, motivating and inspiring them to achieve results. As your relationship builds with the firm’s clients, you will become their...

  • Senior Consultant

    4 weeks ago

    Rockville, Maryland, United States FusionSpan Full time

    fusionSpan is a dynamic, fast-paced organization. We are a team of highly committed individuals who are inspired by the role technology plays in society. Our lead business analysts are capable of leading requirements gathering for enterprise, multi-phase, multi-platform projects. This position is 100% remote. A Senior Salesforce Consultant is able to work...

  • Career Development Consultant

    6 days ago

    Rockville, Maryland, United States Actalent Full time

    About the RoleWe are seeking a highly motivated and results-driven Career Development Consultant to join our team at Actalent. As a Career Development Consultant, you will play a critical role in advancing the careers of STEM professionals and building trusted relationships with our network of engineering and sciences consultants.Key ResponsibilitiesMeet...

  • Senior Tax Consultant

    6 days ago

    Rockville, Maryland, United States Jobot Full time

    Senior Tax Consultant Opportunity at Jobot (Remote/Hybrid)Jobot, a prominent public accounting firm, is seeking a qualified Senior Tax Consultant to enhance our growing team. This role provides a competitive salary along with a robust benefits package, which includes Medical, Dental, Vision, and Life Insurance coverage. We also offer generous paid time off,...

  • Leasing Consultant

    3 weeks ago

    Rockville, United States Comstock Companies Full time

    Job DescriptionJob DescriptionDescriptionComstock is looking for an experienced Leasing Consultant to join the team! Our company, a renowned developer of high-quality, sustainable, mixed-use, and transit-oriented communities is seeking a Leasing Consultant for our luxury, high-rise apartments in Rockville, MD. This is an incredible opportunity for someone...

  • Leasing Consultant

    2 weeks ago

    Rockville, United States Comstock Companies Full time

    Job DescriptionJob DescriptionDescriptionComstock is looking for an experienced Leasing Consultant to join the team! Our company, a renowned developer of high-quality, sustainable, mixed-use, and transit-oriented communities is seeking a Leasing Consultant for our luxury, high-rise apartments in Rockville, MD. This is an incredible opportunity for someone...

  • Tax Consultant

    2 weeks ago

    Rockville, Maryland, United States Jobot Full time

    Tax Associate Position (Entry Level) at Jobot Are you eager to begin your journey in the field of tax services? This role presents an excellent opportunity for you. About Jobot: Join our esteemed accounting and consulting firm that serves a diverse range of clients including businesses in sectors such as real estate, construction, financial services, and...

  • Senior Tax Consultant

    2 weeks ago

    Rockville, Maryland, United States Cordia Resources by Cherry Bekaert Full time

    Cordia Resources by Cherry Bekaert is collaborating with a distinguished wealth management and tax advisory firm that is committed to delivering exceptional services to middle-market clients. As they broaden their operations, they are in search of a Senior Tax Consultant to oversee their tax division. Position: Senior Tax Consultant Work Arrangement:...

  • Event Planning Specialist

    2 weeks ago

    Rockville, Maryland, United States Ripple Effect Full time

    Job OverviewAre you an experienced professional in event management with a passion for healthcare-related gatherings? Do you possess exceptional organizational skills and a keen eye for detail?Ripple Effect is seeking an Event Planning Specialist with a minimum of three years of relevant experience to assist in fulfilling our client's objectives. This...

  • Regional Sales Consultant

    2 weeks ago

    Rockville, Maryland, United States CorePower Yoga Full time

    Join Our Dynamic TeamAt CorePower Yoga, we believe in the transformative power of yoga and the impact it can have on individuals and communities. We are currently seeking a Regional Sales Consultant to enhance our membership sales and foster relationships within our vibrant community.Role OverviewThe Regional Sales Consultant will play a pivotal role in...

  • Expert Construction Scheduling Consultant

    2 weeks ago

    Rockville, Maryland, United States Socotec Full time

    Job OverviewCompany Overview:SOCOTEC Advisory, LLC., a division of Socotec USA, stands as a frontrunner in the fields of dispute resolution, project advisory, building envelope design, structural failure analysis, and energy efficiency consulting. As part of the Socotec family, we are positioned to deliver a comprehensive range of solutions tailored to...

  • New Home Sales Consultant

    3 months ago

    Rockville, United States Classic Homes of Maryland Full time

    Job DescriptionJob DescriptionEARN SALARY PLUS COMMISSION while expanding your career into the custom home building industry as a Sales Consultant with Classic Homes of Maryland. We are an award winning design-build home builder with over 35 years of experience. We’re looking for exceptional new home sales professionals to be a part of our growing sales...

  • Senior International Tax Consultant

    2 weeks ago

    Rockville, Maryland, United States Cherry Bekaert Advisory, LLC Full time

    Position OverviewSenior International Tax ConsultantRole SummaryAs a prominent player in the accounting and consulting sector, Cherry Bekaert Advisory, LLC is dedicated to providing exceptional advisory, assurance, and tax solutions to our diverse clientele. We take pride in cultivating a supportive atmosphere that prioritizes your professional advancement...

  • Associate Attorney

    6 days ago

    Rockville, Maryland, United States Mission Recruiting Full time

    Position OverviewBecome a Key Player in Our Estate Planning and Wealth Management PracticeAre you an enthusiastic legal professional eager to advance your career? A prominent law firm specializing in Estate Planning and Wealth Management is on the lookout for dedicated Associate Attorneys to enhance our expanding team. This role offers the opportunity to...

  • Associate Attorney

    2 weeks ago

    Rockville, Maryland, United States Mission Recruiting Full time

    Position OverviewBecome a Key Member of Our Wealth Management and Estate Planning PracticeAre you an enthusiastic legal professional eager to advance your career? A prominent law firm specializing in Estate Planning and Wealth Management is on the lookout for dedicated Associate Attorneys to enhance our expanding team. This is an excellent opportunity to...

  • Leasing Consultant

    3 months ago

    Rockville, United States Comstock Companies Full time

    Job DescriptionJob DescriptionDescriptionAre you a customer-focused sales professional with a passion for helping people find their perfect apartment? Our company, a renowned developer of high-quality, sustainable, mixed-use, and transit-oriented communities, is seeking a Leasing Consultant for our luxury, high-rise apartments in Rockville, MD. This is an...

  • Leasing Consultant

    2 months ago

    Rockville, United States Comstock Companies Full time

    Job DescriptionJob DescriptionDescriptionAre you a customer-focused sales professional with a passion for helping people find their perfect apartment? Our company, a renowned developer of high-quality, sustainable, mixed-use, and transit-oriented communities, is seeking a Leasing Consultant for our luxury, high-rise apartments in Rockville, MD. This is an...

  • Automotive Sales Consultant

    5 days ago

    Rockville, Maryland, United States Darcars Full time

    Job SummaryDARCARS 355 Toyota is seeking a highly motivated and customer-focused Used Car Sales Professional to join our team.Key Responsibilities:Sell new and used cars to customersProvide exceptional customer service and satisfactionMeet DARCARS sales goalsInteract with customers, sales consultants, sales managers, finance managers, and the general...

  • Construction Project Scheduling Consultant

    1 month ago

    Rockville, United States Socotec Full time

    Job DescriptionJob DescriptionCompany DescriptionSOCOTEC Advisory, LLC., is a subsidiary of Socotec USA, an industry leader in dispute resolution, project advisory, building envelope design, structural failure analysis and energy efficiency consulting services.  As a business within the Socotec portfolio, Socotec Advisory is equipped to provide an enhanced...

  • Consultant II

    3 weeks ago

    Rockville, United States Kaiser Permanente Full time

    PLEASE NOTE-THIS IS A 15 MONTH DURATIONAL ROLE The Membership Administration (MA) shared services organization at Kaiser Permanente (KP) is a customer-facing group that provides critical information to support care delivery, revenue management, and health plan operations. Within KP, the MA function oversees over 100 million transactions (e.g.,...