Planning Consultant
3 months ago
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:
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.
-
Planning Consultant
3 months ago
Portland, United States Fidelity TalentSource LLC Full timeJob 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...
-
Transmission Planning Consultant
2 months ago
Portland, United States Burns & McDonnell Full timeDescription The Transmission Planning Consultant will utilize knowledge in electrical transmission planning and application of grid technologies to assess grid performance and ready the grid for the future challenges represented by plant retirements and renewable integration. The Transmission Planning Consultant will perform a broad range of transmission and...
-
Senior Multimodal Transportation Engineer
4 days ago
Portland, Oregon, United States Alta Planning + Design Full timeAbout the RoleWe are seeking a highly skilled Multimodal Transportation Engineer to join our team at Alta Planning + Design. As a key member of our Portland office design team, you will play a crucial role in shaping the future of sustainable transportation.Key ResponsibilitiesManage transportation projects at various levels of planning and design, ensuring...
-
Electrical Transmission Planning Specialist
1 week ago
Portland, Maine, United States Burns & McDonnell Full timePosition OverviewThe Electrical Transmission Planning Specialist will leverage expertise in electrical transmission strategy and grid technology applications to evaluate grid functionality and prepare for future challenges posed by plant decommissioning and the integration of renewable energy sources. This role involves conducting a wide array of...
-
Senior Civil Engineering Project Manager
4 days ago
Portland, Oregon, United States Alta Planning + Design Full timeAbout Alta Planning + DesignAlta Planning + Design is a leading sustainable transportation company dedicated to creating active, healthy communities through innovative planning, landscape architecture, engineering, and education programs.Job SummaryWe are seeking a highly experienced Senior Civil Engineering Project Manager to join our team in Portland. As a...
-
Consulting Accountant
1 week ago
Portland, Maine, United States Jobot Full timeSenior Financial ConsultantThis opportunity with Jobot is hosted by: Jim FormanSalary: $100,000 - $100,000 per yearAbout Us:This is a 6 month Project:Are you a finance expert with a passion for numbers and an eye for precision? Do you excel in a fast-paced, dynamic setting where each day presents new challenges and opportunities? If so, we have an exciting...
-
Energy Consultant
6 days ago
Portland, Maine, United States Summit Energy Group Full timeAbout the RoleAt Summit Energy Group, we're seeking a highly motivated and results-driven Solar Sales Consultant to join our team. As a key member of our sales team, you will be responsible for identifying and pursuing new business opportunities, building relationships with potential clients, and driving sales growth.Key ResponsibilitiesAssess potential...
-
Senior Environmental Planning Specialist
6 days ago
Portland, Oregon, United States Dudek Full timeAbout the JobWe are seeking a highly skilled and experienced Environmental Planning Specialist to join our team at Dudek. As a key member of our NEPA team, you will be responsible for leading the preparation of NEPA documents, including Environmental Impact Statements and Environmental Assessments, for complex public and private land development projects.Key...
-
Customer Service Representative
6 days ago
Portland, Oregon, United States StanCorp Financial Group Full timeJob Summary:As a Relationship Manager II at StanCorp Financial Group, you will be responsible for providing exceptional customer service to channel relationships, plan decision-makers, and plan participants for assigned accounts. Your primary goal will be to achieve business growth and customer retention by developing and managing effective primary...
-
Mobile Leasing Consultant
2 weeks ago
Portland, Oregon, United States Ultimate Staffing Full timeUltimate Staffing is proud to partner with a distinguished property management firm in the Portland area. Our client is expanding and is in search of a Leasing Consultant to support their newly established properties. POSITION OVERVIEWThe Mobile Leasing Consultant is responsible for promoting and leasing residential units while fostering positive...
-
Senior Geological Consultant
2 weeks ago
Portland, Oregon, United States WSP Full timeJob OverviewAbout Our CompanyWSP is a premier global entity in environmental consultancy, bolstered by the recent integration of Wood's Environment & Infrastructure division and Golder. We excel in environmental, social, and governance (ESG) initiatives, climate resilience, sustainability, and earth sciences. Our collective expertise encompasses over 20,000...
-
Environmental Consultant II
2 weeks ago
Portland, Oregon, United States Stantec Consulting International Ltd. Full timePosition OverviewAt Stantec Consulting International Ltd., we recognize that a thriving environment is essential for our communities and the planet. Our commitment to responsible development, ecological restoration, and sustainability is at the heart of our operations.Your RoleWe are currently seeking a dedicated Intermediate Environmental Specialist to join...
-
Consultative Hematologist Oncologist
6 days ago
Portland, Maine, United States MaineHealth Accountable Care Organization Full timeAbout the RoleMaineHealth Accountable Care Organization is seeking a skilled Hematologist Oncologist to join our team in a full-time, in-patient consultative position. As a key member of our multidisciplinary team, you will provide expert care to patients with hematological malignancies and solid tumors.Key ResponsibilitiesManage hematology and oncology...
-
Lead Financial Consultant
1 week ago
Portland, Maine, United States Jobot Full timeSenior Financial ConsultantThis Jobot Consulting Job is hosted by: Jim FormanSalary: $100,000 - $100,000 per yearAbout Us:Project Duration:Are you a finance expert with a strong analytical mindset and exceptional attention to detail? Do you excel in a dynamic environment where each day presents new challenges? If this resonates with you, we have a compelling...
-
Member Services Consultant
1 week ago
Portland, Maine, United States Empeople Credit Union Full timeEmpeople Credit Union - Member Services ConsultantThe Member Services Consultant at Empeople Credit Union acts as a friendly guide, delivering account support to members within a vibrant and forward-thinking atmosphere. Key duties involve welcoming members, executing transactions, providing education on offerings, and managing cash withdrawals. MRCs are...
-
Western Planning Director
4 days ago
Portland, Oregon, United States Toole Design Full timeAbout the RoleWe are seeking a highly experienced and skilled Regional Planning Director to lead our Western Region planning practice. As a key member of our leadership team, you will be responsible for driving business growth, delivering high-quality projects, and mentoring a team of planners.Key ResponsibilitiesLead the Western Region planning practice,...
-
Lead Environmental Consultant
2 weeks ago
Portland, Oregon, United States Broadbent & Associates, Inc Full timePosition OverviewLEAD ENVIRONMENTAL CONSULTANTBroadbent & Associates, Inc. is seeking a detail-oriented full-time Lead Environmental Consultant to oversee our operations and manage a diverse range of intricate environmental initiatives. This role offers a competitive salary based on experience, along with a comprehensive benefits package that includes...
-
Sales Consultant
4 days ago
Portland, Oregon, United States 3 Day Blinds (Sales) Full timeJob Overview3 Day Blinds (Sales) is a leading national retailer and manufacturer of quality, custom-made blinds, shades, draperies, and shutters. We are seeking a highly motivated and skilled Sales Consultant to join our team.Key ResponsibilitiesMatch our products and services to client needs, providing expert solutions to meet their requirements.Closely...
-
Electrical Planning
3 months ago
Portland, United States Electrical Consultants, Inc. Full timeJob DescriptionJob DescriptionECI is seeking graduate and experienced electrical engineering and engineering physics/mathematics majors to join our Planning and Studies team. If you have experience performing planning studies for electric utilities, are currently involved with detailed study of renewable power or heavy industrial systems or if you are...
-
Junior Geological Consultant
2 weeks ago
Portland, Oregon, United States Geosyntec Consultants Full timePosition Overview:Are you eager to embark on a meaningful career that contributes positively to the environment? Geosyntec Consultants is on the lookout for a Junior Geological Consultant to become part of our expanding Infrastructure Practice. This role offers flexibility with options for remote work or a hybrid schedule, as determined by the company. The...