- 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
1 week ago
Fidelity Talentsource Llc Chesterfield, 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 ...
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Wealth Management Planning Consultant
1 week ago
Fidelity Investments Chesterfield, 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. ...
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Wealth Management Planning Consultant
1 week ago
Fidelity Investments Chesterfield, 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. ...
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Retirement Planning Strategy Consultant
2 weeks ago
Wells Fargo St Louis, United StatesBring demonstrated experience in the latest products, research, trends, and developments in retirement planning to enhance organizational knowledge, promote financial health, and improve the effectiveness of business strategies. Design primary resear Retirement, Strategy, Consult ...
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CRM software consultant
1 week ago
Nebula Ventures Clarkson, United StatesAbout itdesign GmbH: · The company was founded in Tübingen. Today, we are an innovative and internationally operating software company. We offer software products in the areas of CRM (Customer Relationship Management) and PPM (Project and Portfolio Management), we develop, consul ...
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Horizon Ventures Clarkson, United StatesLocation: 84048 Mainburg | Contract type: Full-time, temporary | Job ID: 808442 · 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 a ...
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Dual Bachelor's degree program
1 week ago
Quantum Ventures Town and Country, United StatesLocation: 39104 Magdeburg | Contract type: Full-time, temporary | Job ID: 815382 · Start of training: | planned end of training: · Your tasks: · The three-year Bachelor's degree program in Business Administration and Trade enables an optimal combination of theory and practice. D ...
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Oceanic Ventures Wildwood, MO, United States FreelanceAccountant (m/f/d) for Bookkeeping & Controlling in Wildwood, MO · Comprehensive consulting for the healthcare market from a single source. · HBSN offers a holistic consulting and product portfolio with a specialization in the healthcare industry and makes a significant contribut ...
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Associate Development Engineer
1 week ago
Actalent Maryland Heights, United States Full timeDescription: · The Associate Development Engineer position will work in the Downstream R&D group, and will report to the Director of Downstream R&D. The successful candidate will be responsible for new product development activities, as assigned, which includes development and ex ...
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Social pedagogical assistant
2 weeks ago
Aurora Technologies Castlewood, United States"We are looking for someone who has a wide selection of stories and children's songs, a large collection of costumes for dressing up, and who always brings their rain boots for those rainy days. We also hope that you have many creative game ideas. If you can fulfill these wishes ...
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Automotive Sales Consultant
1 week ago
Fox Valley Buick GMC Saint Charles, United States**Looking for a great place to work? **Our Buick GMC dealership in St. Charles is looking for outgoing, energetic Sales Consultants to help us promote our exceptional product lines Buick GMC sales experience is a definite plus Spanish speaking is a plus. · **We offer**: · - Excel ...
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Speech Pathologist
1 day ago
BJC HealthCare Saint Peters, United States Full timeAdditional Information About the Role · Progress West Hospital in O'Fallon, MO has an opportunity for an experienced Speech Language Pathologist to be part of our multidisciplinary team. One-on-one patient care and a flexible scheduled. Come join our BJC team today · PRN · Great ...
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Inside Technical Sales
1 week ago
OSG USA Saint Charles, United States**Inside Technical Sales I** · OSG USA, Inc. is a leader in manufacturing excellence and is known for our high-quality taps, endmills, drills, and indexable cutting tools. We also provide a robust range of dies tailored for the fastener industry. Serving a diverse range of sector ...
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Environmental Driller/geologist/scientist
2 weeks ago
Direct Push Analytical Corp. Saint Charles, United States**About the job** · **Environmental Driller/Geologist/Scientist (St. Charles, IL)** · **Salary**:$22.00 to $28.00 per hour (flexible, based on experience)** · **Company Description**: · Direct Push Analytical Corporation (DPA) is a Veteran owned small business established in 1996 ...
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Operations Clerk 1
1 week ago
RR Donnelley Saint Charles, United States**Company Description** · RRD is a leading global provider of marketing, packaging, print, and supply chain solutions that elevate engagement across the complete customer journey. The company offers the industry's most trusted portfolio of creative execution and world-wide busine ...
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Meeting & Event Producer
1 week ago
Q - Center Saint Charles, United StatesQ Center is looking for a Full Time Meeting & Event Producer to join our team · Job Summary · The Producer will lead live events through its life cycle from conception through post event closeout. The Producer is responsible for developing and maintaining productive relationships ...
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Food/beverage Manager
1 week ago
The Royal Fox Country Club Saint Charles, United States**Job Title: Food & Beverage Manager** · **Royal Fox Country Club** · The Food & Beverage Manager is responsible for all food and beverage service and presentation for the Club. This position will be the face of service at the Club and requires a hands-on positive leadership styl ...
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Director of It
1 week ago
Q - Center Saint Charles, United StatesQ Center is seeking an innovative IT Director to play a pivotal role in shaping the technology landscape of the Midwest's largest, high volume conference center. With over 1,000 guest rooms and 150,000 sq ft of meeting/event space this role must have the ability to balance securi ...
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Director of It
2 weeks ago
Q Center Saint Charles, United StatesQ Center is seeking an innovative IT Director to play a pivotal role in shaping the technology landscape of the Midwest's largest, high volume conference center. With over 1,000 guest rooms and 150,000 sq ft of meeting/event space this role must have the ability to balance securi ...
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Payroll Administrator
6 days ago
Healthcare Linen Services Group Saint Charles, United StatesOverview: · Administer payroll for a large corporation with multiple federal identification numbers with multi-jurisdictional states and localities and benefits for multiple fully insured and union plan offerings. · JOB SUMMARY: These responsibilities include executing and valida ...
Planning Consultant - Chesterfield, United States - Fidelity TalentSource LLC
Description
Job Description:
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 ForThe 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 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 DeliverSeries 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
.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
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