- 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
2 days 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 ...
-
Planning Consultant
4 weeks ago
Fidelity Investments 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 ...
-
Planning Consultant
4 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 ...
-
Monetary Strategy and Planning Consultant
2 days ago
Fidelity Investments Vero Beach South, 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 ...
-
Travel Nurse
2 weeks 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 ...
-
Travel Nurse
2 weeks ago
Standard Healthcare Vero Beach, United StatesStandard Healthcare is seeking an experienced Medical Surgical/Telemetry Registered Nurse for an exciting Travel Nursing job in Vero Beach, FL. Shift: 3x12 hr days Start Date: ASAP Duration: 13 weeks Pay: $1516 / Week Medical Surgical/Telemetry · We are seeking a Registered Nurs ...
-
Travel Nurse
2 weeks ago
Standard Healthcare Vero Beach, United StatesStandard Healthcare is seeking an experienced Intensive Care Unit Registered Nurse for an exciting Travel Nursing job in Vero Beach, FL. Shift: 3x12 hr nights Start Date: ASAP Duration: 13 weeks Pay: $1760 / Week Intensive Care Unit · We are seeking a Registered Nurse to join ou ...
-
Sales Manager
4 days ago
Milan Laser Company Vero Beach, United StatesAbout Milan Laser Hair Removal · Milan Laser Hair Removal is one of the nation's premier laser hair removal providers. That's because we use the top of the line laser, and all our treatments are performed by licensed medical professionals. Additionally, we provide our exclusive U ...
-
Orchid Island Golf and Beach Club Vero Beach, United StatesOrchid Island Golf & Beach Club is a private member-owned Club, recognized as a Distinguished ClubTM and designated as a Platinum Club of America. Located in the Town of Orchid, Florida, just north of Vero Beach, this community is beautifully situated on 600 acres from the ocean ...
-
Chief Development Officer
2 weeks ago
Habitat for Humanity Canada Vero Beach, United StatesThe Chief Development Officer (CDO) will carry out the mission of Indian River Habitat for Humanity by managing all aspects of fundraising and marketing to meet the strategic and operational goals of this rapidly growing organization. The CDO serves as a member of the executive ...
-
Cleveland Clinic Vero Beach, United States Full timePA / APRN II (RNFA), Orthopaedic Surgery, Indian River · Explore our Orthopaedic Surgery opportunities as we expand · Responsibilities include: OR first assist, clinic with procedures such as joint injections/aspirations and pre and post operative care, hospital consultations and ...
-
Cleveland Clinic Vero Beach, United States Full timePA / APRN II (RNFA), Orthopaedic Surgery, Indian River · Explore our Orthopaedic Surgery opportunities as we expand · Responsibilities include: OR first assist, procedures such as joint injections/aspirations, pre and post operative care, consultations and hospital rounds, clinic ...
-
Supervisor Sleep Lab
6 days ago
Cleveland Clinic Vero Beach, United States Full timeJoin our team at Cleveland Clinic Indian River Hospital, and experience world-class healthcare at its best. Indian River Hospital is in sunny Florida's Treasure Coast where it is committed to providing optimal family-centric and community-focused care. At Indian River Hospital, y ...
-
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 ...
-
Travel Nurse RN
2 weeks 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 ...
-
Senior Project Engineer
2 weeks ago
BGE 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 ...
-
Senior Project Engineer
4 weeks ago
BGE 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 p ...
-
Senior Project Engineer
3 weeks ago
BGE Vero Beach, United StatesBGE Inc. is seeking an experienced Senior Project Manager within our Vero Beach, FL office, · Increase your chances of reaching the interview stage by reading the complete job description and applying promptly. · BGE, Inc. is a nationwide consulting firm that provides civil eng ...
-
New Home Sales Consultant
2 days ago
LGI Homes Vero Beach, United StatesJob Description · Job DescriptionAre you a top sales representative looking to advance? LGI Homes is seeking New Home Consultants in the Vero Beach area. We are looking for sales professionals who are passionate about success and customer service, confident, coachable and who thr ...
-
Indian River County Board of County Commissioners Vero Beach, United StatesSalary: $64, $129,933.70 AnnuallyLocation : Vero Beach, FLJob Type: Full TimeJob Number: 00928Department: UtilitiesDivision: General & EngineeringOpening Date: 04/17/2024Closing Date: ContinuousDescriptionWelcome, we are excited you are here. Take a peek at what our beautiful Cou ...
Planning Consultant - Vero Beach, 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 ouru202Fbenefit programsu202Fare 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 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 Fidelityu2014we 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
.
