-
Planning Consultant
3 weeks ago
Fidelity Investments Wayne, 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 ...
-
Planning Consultant
4 weeks ago
Fidelity TalentSource LLC New York, 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 ...
-
Planning Consultant
2 weeks ago
Fidelity Investments Paramus, 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 that ...
-
Planning Consultant
3 weeks ago
Fidelity Investments Paramus, 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 that ...
-
Media Planning Consultant
2 weeks ago
Assembly New York, United StatesJob Description · Job DescriptionWe are Assembly, the modern global media agency that's part of Stagwell, the challenger network built to transform marketing. We're purpose-led through our core, and we help brands build connections with people through culturally relevant media ex ...
-
Planning Consultant
3 weeks ago
Fidelity TalentSource LLC New York, United StatesJob Description:Planning ConsultantAs 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 supp ...
-
Planning Consultant
3 days ago
Fidelity Investments New York, United States**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 eac ...
-
Planning Consultant
3 weeks ago
tapwage New York City, United States 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 tha ...
-
Monetary Strategy and Planning Consultant
3 days ago
Fidelity Investments Millburn, 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 ...
-
Retirement Plan Consultant II
2 days ago
Corebridge Financial New York, United StatesRetirement Plan Consultant II · Westchester, NY · Who we are · Corebridge helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult mom ...
-
SAP production Planning Consultant
3 weeks ago
PERMEVO Parsippany-Troy Hills, United StatesTitle: SAP PP (Production Planning) Consultant · Location: Parsippany, NJ · Duration: FTE · Type: Hybrid (3 Days Onsite) · The Challenge: · As an IT SAP Manufacturing Specialist, you'll oversee the monitoring, support, and consolidation of external services, ensuring adherence to ...
-
Retirement Plan Consultant- Trenton NJ
2 days ago
Corebridge Financial Jersey City, United StatesWho we are · Corebridge helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. ...
-
Phoenix Technologies College City, United StatesThis position is based in our office in Lingen and is offered full-time. The working hours are flexible. · Responsibilities · You will support a project management team in the selection and implementation of various ERP systems on behalf of our clients. · You will assist in the c ...
-
AVP, Financial Planning Consultant
4 days ago
The Ladders Jersey City, United StatesAre you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you · LPL Financial (Nasdaq: LPLA) was ...
-
Wealth Management Planning Consultant
2 weeks ago
Fidelity Investments New York, United StatesJob Description: · For you, client interactions aren't just transactions. They're relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant. ...
-
Wealth Management Planning Consultant
3 weeks ago
Fidelity Investments New York, United StatesJob Description: · For you, client interactions arent just transactions. Theyre relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and thats a key component to the role of the Wealth Management Planning Consultant. · ...
-
Airport Planning Analyst/Consultant
2 weeks ago
Arup New York, United StatesAirport Planning Analyst/Consultant · **Americas Region** · **?** · **NEW0001N2** **Requisition #** · Dedicated to sustainable development, Arup is a collective of designers, advisors and experts working globally. Founded to be humane and excellent, we collaborate with our cl ...
-
Retirement Plan Sales Consultant
1 week ago
Cetera Financial Group New York, United StatesJob DescriptionAt Cetera, we embrace a competitive market with tenacity and sincerity, and our sales team embodies this through various channels within our organization. They strive to exceed expectations by forging meaningful connections with financial professionals and their cl ...
-
Retirement Plan Sales Consultant
1 week ago
Cetera Financial Group New York, United StatesJob Description · At Cetera, we embrace a competitive market with tenacity and sincerity, and our sales team embodies this through various channels within our organization. They strive to exceed expectations by forging meaningful connections with financial professionals and thei ...
-
Pros2Plan, a division of Spinnaker SCA New York, United StatesSpinnaker SCA, is now hiring for a Senior Manager, Supply Chain Planning/S&OP- Management Consulting · Duration: Full Time · Bill rate: Open · Location: Various cities in US · Job Description: · Spinnaker SCA is a focused supply chain services company that helps clients grow, man ...
Planning Consultant - Wayne, United States - Fidelity TalentSource LLC
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 ForFINRA 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 dayThe 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 onboardingThe 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 0- FINRA, Series 6- FINRA, Series 6- 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 aGlassdoor 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.
At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we re calling \u201C
Dynamic Working
\u201D. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.
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
.
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, or by calling
, prompt 2, option 3.
#J-18808-Ljbffr
