- 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
3 weeks ago
Fidelity Investments Naperville, 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
4 weeks ago
Fidelity Investments Naperville, 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 TalentSource LLC Naperville, 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 ...
-
Fidelity Investments Naperville, 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 ...
-
Benefits and Planning Consultant
4 weeks ago
Fidelity Investments Aurora, United StatesJob Description: · For you, client interactions are more than transactions. They are opportunities to deepen relationships, understand the unique financial needs of your clients, and make an impact on the lives of others. Join a team of like-minded professionals as an Executive ...
-
Finance Transformation Accounting Manager
2 weeks ago
Brilliant Naperville, United StatesBrilliant is an award-winning contract and consulting practice headquartered in Chicago and specializing in accounting, finance, technology and business solutions for the Midwest and Southeast regions of the U.S. labor markets. · Our client, a start-up Energy Tech company, is lo ...
-
Director of Social Work
2 weeks ago
The PARC Joliet Nursing Naperville, United StatesThe PARC Joliet Nursing - · QUALIFICATION: · A Social Worker shall possess a bachelor's degree in a human services field (including but not limited to: sociology, special education, rehabilitation counseling or psychology) and have a minimum of one year of supervised experience ...
-
Analyst, EEP Eval
1 week ago
Southern Company Naperville, United StatesJob DescriptionJOB SUMMARY: The position is responsible for management and analytic support of all planning, evaluation, measurement and verification (EM&V) activities of energy efficiency programs, will help develop the strategy for energy efficiency programs and measures in the ...
-
Analyst, EEP Eval
3 weeks ago
Southern Company Naperville, United StatesJob Description · JOB SUMMARY: · The position is responsible for management and analytic support of all planning, evaluation, measurement and verification (EM&V) activities of energy efficiency programs, will help develop the strategy for energy efficiency programs and measures ...
-
Analyst, EEP Eval
1 week ago
Southern Company Naperville, United StatesJob Description · JOB SUMMARY: · The position is responsible for management and analytic support of all planning, evaluation, measurement and verification (EM&V) activities of energy efficiency programs, will help develop the strategy for energy efficiency programs and measures ...
-
Sr. Digital Marketing Consultant
1 week ago
Infinity Consulting Solutions Naperville, United StatesSr. Digital Marketing Consultant 3-6+ month Contract Greater Chicago Area Hybrid Position ( in office / WFH ) Our well-known, mid-size corporate client is looking for an interim Digital, Marketing, Brand type leader to join their N.A team The Digital Marketing Leader will be inte ...
-
Marketing Account Manager
3 weeks ago
Spring-Green Enterprises Inc. & Subsidiaries Naperville, United States"Due to continued growth, SGE Marketing Services Inc. is seeking a full-time Marketing Account Manager for our Spring-Green brand in our Naperville, IL corporate office. The Marketing Account Manager for the Spring Green (SG) independently owned franchises (IOF) will have direct ...
-
Clinical Psychologist
2 weeks ago
Vance Airscoop Naperville, United StatesPosted on February 12, 2024 · Clinical Psychologist · Monday Friday, 8am 4pm Full-Time · Dixon Correctional Center, Stateville Correctional Center, Joliet Treatment Center and Pontiac Correctional Center. · A Job Should be · MORE · than just a paycheck. · Wexford Health So ...
-
Clinical Psychologist
2 weeks ago
Vance Airscoop Naperville, United StatesPosted on February 12, 2024 · Clinical Psychologist · Monday – Friday, 8am – 4pm Full-Time · Dixon Correctional Center, Stateville Correctional Center, Joliet Treatment Center and Pontiac Correctional Center. · A Job Should be · MORE · than just a paycheck. · Wexford Health S ...
-
Solid Waste Engineer/ Project Manager
10 hours ago
System One Naperville, United StatesAs a Solid Waste Engineering Project Manager you will be involved in: · Scroll down to find an indepth overview of this job, and what is expected of candidates Make an application by clicking on the Apply button. · The design, analyses, permitting and preparation of drawings an ...
-
Clinical Psychologist
12 hours ago
WEXFORD RESOURCES Naperville, United StatesClinical Psychologist · Monday – Friday, 8am – 4pm Full-Time · Dixon Correctional Center, Stateville Correctional Center, Joliet Treatment Center and Pontiac Correctional Center. · Dixon, IL; Chest Hill, IL; Joliet; IL; Pontiac, IL · A Job Should beMORE than just a paycheck ...
-
Financial Analyst
3 weeks ago
Aditi Consulting Naperville, United StatesSummary: · The Senior Service Rep. fulfills routine and occasionally non-routine transactions, internal business partner and/or external customer inquiries/ requests, and/or audit/ reconciliation activities, and solves issues efficiently and effectively in accordance with Bank a ...
-
Senior Auditor
1 week ago
Jobot Naperville, United States$$$ / Bonus / PTO / Room for growth This Jobot Job is hosted by: Brittany Packard Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $60,000 - $80,000 per year A bit about us: Our client is a small CPA firm specializing in providing c ...
-
Air Quality Project Manager
1 day ago
Civil & Environmental Consultants, Inc. Naperville, United States· Air Quality Project Manager · Job Locations · US-IL-Naperville · Category · Air Quality · Type · Full-Time · Overview · As an Air Quality Project Manager for Civil & Environmental Consultants, Inc. (CEC), you will perform a variety of services regarding atmospheric emissions f ...
-
Physician - Family Medicine
1 week ago
Northshore Naperville, United StatesPosition Highlights:Sign on bonus: (if applicable) · Position: · Location: [City, IL] · Full Time/Part Time: [Full Time / Part Time] · Hours: Monday-Friday, [hours and flexible work schedules] · Required Travel: · A Brief Overview: · The purpose of this job is to provide q ...
Planning Consultant - Naperville, 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.
Is this the role you are looking for If so read on for more details, and make sure to apply today.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-9b54c3f5-3a5b-45de-82e5-80109ecf29b3