- 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
- 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
- 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
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Planning Consultant
3 weeks ago
Fidelity Talentsource Llc Vero Beach, United StatesJob 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 t ...
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Planning Consultant
2 weeks ago
Fidelity TalentSource LLC Vero Beach, United StatesJob 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 th ...
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Aurora Technologies West Vero Corridor, United StatesLocation: 85586 Poing | Contract type: Full-time, temporary | Job ID: 808002 · Start of training: | planned end of training: · At REWE, you can expect more than just a job, because we know: You are more than just an employee. In our REWE team, you can develop professionally and ...
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Project Manager 1
2 weeks ago
Builders FirstSource Fort Pierce, United StatesUnder moderate supervision, provides project management oversight and direction to ensure overall success of a limited number of initiatives by developing appropriate project implementation plans to include but not limited to scope, goals, scheduling and deliverables that support ...
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Assistant Project Manager
2 weeks ago
Venergy Group LLC Fort Pierce, United States**SUMMARY/OVERVIEW** · This position is directly responsible for assisting Project Managers in the planning and coordination of projects, including administrative duties and independently manages some project elements. Assists in developing Request for Proposal (RFP) requirements ...
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Maintenance Foreman
2 weeks ago
Fort Pierce Utilities Authority Fort Pierce, United States**Position Summary and Qualifications**: · **Salary assigned will be commensurate with experience.** · Responsible for the supervision and performance of highly-skilled work in the installation, maintenance and repair of heavy industrial equipment such as pumps, motors, electrica ...
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Travel Nurse RN
1 week ago
LeaderStat Vero Beach, FL, United StatesLeaderStat is seeking a travel nurse RN OR - Operating Room for a travel nursing job in Vero Beach, Florida. · Job Description & Requirements · Specialty: OR - Operating Room · Discipline: RN · Start Date: 06/17/2024 · Duration: 13 weeks · 36 hours per week · Shift: 12 hours · Em ...
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Board Certified Behavior Analyst
2 weeks ago
Coral Behavioral Services Port Saint Lucie, United States**SIGN-ON BONUS: $2,000** · PERFORMANCE RESPONSIBILITIES: · 1. Provides consultation and intervention regarding behavior management, effective education and assessment of behavioral needs of clients with and without disabilities. · 2. Possesses the ability to conduct functional b ...
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Travel Nurse RN
1 week ago
Planet Healthcare Vero Beach, United StatesPlanet Healthcare is seeking a travel nurse RN Interventional Radiology for a travel nursing job in Vero Beach, Florida. · Job Description & Requirements · Specialty: Interventional Radiology · Discipline: RN · Start Date: 06/17/2024 · Duration: 13 weeks · 40 hours per week · Shi ...
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Home Health
4 days ago
Aveanna Healthcare LLC Vero Beach, United States Full timePosition Overview · Aveanna Healthcare has grown tremendously during the past year through a series of exciting acquisitions and we are currently looking for a Physical Therapist (PT) PRN to join our dynamic home health care team. In this position, you make it possible for patie ...
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Lcsw/lmhc Clinical Program Manager
2 weeks ago
2nd Chance Mental Health Center Port Saint Lucie, United States**2nd Chance - REBRANDING** · 2nd Chance is looking for a Clinical Program Manager to join us in our transformative rebranding journey · 2nd Chance helps clients restore and enhance the quality of their life by providing comprehensive, evidence-based mental health, substance use, ...
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Travel Nurse RN
1 week ago
LeaderStat Vero Beach, United StatesJob Description · LeaderStat is seeking a travel nurse RN Interventional Radiology for a travel nursing job in Vero Beach, Florida. · Job Description & RequirementsSpecialty: Interventional Radiology · Discipline: RN · Start Date: 06/17/2024 · Duration: 13 weeks · 40 hours per we ...
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Travel Nurse RN
1 week ago
Planet Healthcare Vero Beach, United StatesJob Description · Planet Healthcare is seeking a travel nurse RN Interventional Radiology for a travel nursing job in Vero Beach, Florida. · Job Description & RequirementsSpecialty: Interventional Radiology · Discipline: RN · Start Date: 06/17/2024 · Duration: 13 weeks · 40 hours ...
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Travel Certified Surgical Technologist
3 weeks ago
LeaderStat Vero Beach, FL, United StatesLeaderStat is seeking a travel Certified Surgical Technologist for a travel job in Vero Beach, Florida. · Job Description & Requirements · Specialty: Certified Surgical Technologist · Discipline: Allied Health Professional · Start Date: 06/03/2024 · Duration: 13 weeks · 40 hours ...
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Travel Certified Surgical Technologist
1 week ago
Planet Healthcare Vero Beach, FL, United StatesPlanet Healthcare is seeking a travel Certified Surgical Technologist for a travel job in Vero Beach, Florida. · Job Description & Requirements · Specialty: Certified Surgical Technologist · Discipline: Allied Health Professional · Start Date: 06/17/2024 · Duration: 13 weeks · 36 ...
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Travel Nurse RN
1 week ago
LeaderStat Vero Beach, United StatesJob Description · LeaderStat is seeking a travel nurse RN OR - Operating Room for a travel nursing job in Vero Beach, Florida. · Job Description & RequirementsSpecialty: OR - Operating Room · Discipline: RN · Start Date: 06/17/2024 · Duration: 13 weeks · 36 hours per week · Shift ...
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Senior Project Engineer
2 weeks ago
BGE, Inc. Vero Beach, United StatesBGE Inc. is seeking an experienced Senior Project Manager within our Vero Beach, FL office, · BGE, Inc. is a nationwide consulting firm that provides civil engineering, planning, landscape architecture, construction management, survey, and environmental services for public and pr ...
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Travel Nurse RN
1 week ago
LeaderStat Vero Beach, FL, United StatesLeaderStat is seeking a travel nurse RN Interventional Radiology for a travel nursing job in Vero Beach, Florida. · Job Description & Requirements · Specialty: Interventional Radiology · Discipline: RN · Start Date: 06/17/2024 · Duration: 13 weeks · 40 hours per week · Shift: 8 h ...
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Travel Nurse
1 week ago
Standard Healthcare Vero Beach, United StatesStandard Healthcare is seeking an experienced Stepdown Unit Registered Nurse for an exciting Travel Nursing job in Vero Beach, FL. Shift: 3x12 hr nights Start Date: ASAP Duration: 13 weeks Pay: $1638 / Week Stepdown Unit · We are seeking a Registered Nurse to join our team for a ...
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Wealth Planner
3 weeks ago
Fidelity Investments Vero Beach South, FL, United StatesJob Description:Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model ...
Planning Consultant - Vero Beach, United States - Fidelity Investments
Description
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
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
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 benefit programs are designed to help you and your family strike the right balance. 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
Series 07 - FINRA, Series 66 - FINRA
Category:
Relationship Management
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).
