- 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
-
Planning Consultant
Found in: Lensa US 4 C2 - 3 days ago
Fidelity Investments Tucson, 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
Found in: Lensa US 4 C2 - 2 hours ago
Soteriare Tucson, United StatesPlanning Consultant - Tucson, AZ page is loaded · Planning Consultant - Tucson, AZ · Apply · locations · Tucson, AZ · time type · Full time · posted on · Posted 5 Days Ago · job requisition id · Job Description: · Planning Consultant · As a Planning Consultant, you wi ...
-
Field Sales Representative
Found in: Orion Innovations US - 5 days ago
Neptune Enterprises South Tucson, AZ, United States Freelance**Outside Sales Representative (m/f/d) - Entry level possible** · **Your Benefits:** · - At Ranger, a leading European company for personal customer consulting in direct sales for over 30 years, a family-like work atmosphere is not just a word, but a lived company culture. · - Ou ...
-
Internal Medicine Physician Is Wanted for Locum Tenens Coverage in Arizona
Found in: HealthECareers US C2 Locums - 5 days ago
Weatherby Healthcare Tucson, United StatesWeatherby can help you build a custom career plan, with multiple positions available for you today. Call us for specific details on your future job today.Willing to wait for license · BC required · Weekdays, Days · Age range 60+ · Less than patients per day · Managed care/Medicar ...
-
Arizona Facility Seeks a Locum Tenens Emergency Medicine Physician
Found in: Recruitics US JB C2 - 1 day ago
Weatherby Healthcare Tucson, United StatesWeatherby can help you build a custom career plan, with multiple positions available for you today. Call us for specific details on your future job today.Willing to wait for license · BC or BE required · Days, Nights, Swings · ACLS and PALS required · 22 patients per MD, 69000 pa ...
-
Physician - Academics-OBGYN - General
Found in: Recruitics US JB C2 - 2 weeks ago
Banner Health Tucson, United States Full timeThe Division of Maternal-Fetal Medicine at Banner University Medical Center is actively recruiting for a Maternal-Fetal Medicine (MFM) Specialist to join our exceptional team of three faculty members. Practice will include perinatal consults, high-risk obstetric clinics, prenatal ...
-
Nurse Practitioner-Family Medicine
Found in: Recruitics US JB C2 - 4 days ago
Banner Health Tucson, United States Full timeBanner University Medical Group is seeking a Family Nurse Practitioner to join our Community Clinic Team, serving a diverse patient population in a rewarding clinic setting. · Our Nurse Practitioner will work in an established and growing primary care setting and will be involved ...
-
Nurse Practitioner-Family Medicine
Found in: Recruitics US JB C2 - 3 days ago
Banner Health Tucson, United States Full timeBanner University Medical Group is seeking a Family Nurse Practitioner to join our Community Clinic Team, serving a diverse patient population in a rewarding clinic setting. · Our Nurse Practitioner will work in an established and growing primary care setting and will be involved ...
-
Physician-Nephrology
Found in: Recruitics US JB C2 - 2 weeks ago
Banner Health Tucson, United States Full timeThe Division of Nephrology at Banner University Medical Group is recruiting an Adult Clinical Nephrologist for both inpatient and outpatient care within the academic environment. The candidate selected will receive a Clinical Series or Clinical Scholar faculty appointment to the ...
-
Part-Time Associate Dentist
Found in: Indeed US C2 - 1 day ago
Affordable Dentures & Implants Tucson, United States Full timeOverview: · This is your opportunity to grow your career with the nation's largest network of implant providers · As a dentist in our network, you not only change smiles..... you change lives · *Unique Part-Time Opportunity in an established paractice · Our practices provide best ...
-
Nurse Practitioner-Hematology/Oncology
Found in: Recruitics US JB C2 - 3 days ago
Banner Health Tucson, United States Full timeBanner University Medicine Tucson seeks a dynamic Physician Assistant or Acute Care Nurse Practitioner to join our busy Hepato-Pancreato-Biliary (HPB) Division at Banner University Medical Center Tucson (BUMCT). BUMCT has an extremely busy and growing complex surgical oncology pr ...
-
Internal Medicine Physician Is Wanted for Locum Tenens Coverage in Arizona
Found in: One Red Cent US C2 - 3 days ago
Weatherby Healthcare Tucson, AZ, United StatesWeatherby can help you build a custom career plan, with multiple positions available for you today. Call us for specific details on your future job today.Willing to wait for license · BC required · Weekdays, Days · Age range 60+ · Less than patients per day · Managed care/Medicar ...
-
Nurse Practitioner-Surgery: Trauma
Found in: Recruitics US JB C2 - 3 days ago
Banner Health Tucson, United States Full timeBanner - University Medicine Center-South seeks a dynamic and team-focused Physician Assistant or Acute Care Nurse Practitioner to join our growing Trauma team at Banner University Medicine Center-South (BUMCS). BUMCS is the only accredited Level 1 Trauma Center serving the South ...
-
rn house supervisor-nights
Found in: MyJobHelper US C2 - 3 days ago
Acadia Healthcare Inc. Oro Valley, AZ , USA, United StatesESSENTIAL FUNCTIONS: · * Provide, delegate, coordinate and evaluate care of patient through the collaborative efforts of team members and in accordance with the nursing process and standards of care and practice. Provide general nursing care in the hospital. · * Function as the l ...
-
tax senior
Found in: MyJobHelper US C2 - 3 days ago
BeachFleischman Tucson, AZ , USA, United StatesBeachFleischman is growing · We are seeking a proactive and self-motivated Tax Senior to join our Phoenix or Tucson tax team. Our staff enjoy a challenging work environment that provides employees with opportunities for professional development and offers the opportunity to work ...
-
D365 Functional Consultant
Found in: MyJobHelper US C2 - 1 day ago
FLSmidth Tucson, United StatesAre you passionate about driving technological advancements that contribute to a sustainable future? · At our organization, we believe in leveraging technology to make a positive impact on the world. We're embarking on an ambitious journey with Mission Zero, aimed at helping our ...
-
school psychologist for the 2023/2024 school year
Found in: MyJobHelper US C2 - 2 days ago
Catalina Foothills School District Oro Valley, AZ , USA, United StatesSchool Psychologist for the 2023/2024 school year · Full-time (1.0 FTE) · To be based at Esperero Canyon Middle School and Manzanita Elementary School · Minimum Required Qualifications: · * Master's degree in Psychology or Educational Psychology · * Current Arizona School Psychol ...
-
school psychologist for the 2024/2025 school year
Found in: MyJobHelper US C2 - 2 days ago
Catalina Foothills School District Oro Valley, AZ , USA, United StatesSchool Psychologist for the 2024/2025 school year · Full-time (1.0 FTE) · To be based at Canyon View Elementary School and Sunrise Drive Elementary School · Minimum Required Qualifications: · * Master's degree in Psychology or Educational Psychology · * Current Arizona School Psy ...
-
school psychologist for the 2024/2025 school year
Found in: MyJobHelper US C2 - 2 days ago
Catalina Foothills School District Oro Valley, AZ , USA, United StatesSchool Psychologist for the 2024/2025 school year · Full-time (1.0 FTE) · To be based at Manzanita Elementary and Orange Grove MiddleSchool · Minimum Required Qualifications: · * Master's degree in Psychology or Educational Psychology · * Current Arizona School Psychologist certi ...
-
rn special procedures cath lab
Found in: MyJobHelper US C2 - 2 days ago
Tucson Medical Center Oro Valley, AZ , USA, United StatesRN Special Procedures Cath Lab - TMC Rincon · Job CategoryNursing · ScheduleFull time · Shift1 - Day Shift · Come join our new TMC Rincon Campus opening in 2024 · TMC Health, located in Tucson, Arizona will be opening its' newest campus in 2024. TMC Rincon, located in southeast T ...
Planning Consultant - Tucson, 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.
You could be just the right applicant for this job Read all associated information and make sure to apply.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 BringFidelity'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 ourbenefit programsare 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 DeliverCompany 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-we 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
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 (XXX) XXX-XXXX, prompt 2, option 3.
PDN-9b870e2e-ed17-42f1-8c05-24b56d4812f3
