- 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 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 ...
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Planning Consultant
5 days 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 ...
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Planning Consultant
3 days 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 ...
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Planning Consultant
16 hours 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 ...
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Benefits and Planning Consultant
1 week 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 ...
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Behavioral Interventionist
6 days ago
Cortica Naperville, IL, United StatesWe are immediately hiring a Behavior Interventionist in Westchester, Naperville and surrounding areas to provide play-based ABA therapy to our families in the home, community, school, or clinic. · At Cortica, our mission is to design and deliver life-changing care – one child, on ...
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Clinical Psychologist
3 days ago
WEXFORD RESOURCES Naperville, United StatesClinical Psychologist · Monday – Friday, 8am – 4pm Full-TimeDixon Correctional Center, Stateville Correctional Center, Joliet Treatment Center and Pontiac Correctional Center. · Dixon, IL; Chest Hill, IL; Joliet; IL; Pontiac, IL · A Job Should beMOREthan just a paycheck. · Wexfor ...
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children's therapist
1 week ago
Counseling Works Naperville, IL, United StatesWho We Are: · Counseling Works is a thriving private therapy practice with offices located in Naperville, Frankfort, Lemont, and Shorewood (coming Summer 2024), Illinois. We are an established group practice with a strong reputation and are excited to add an experienced children ...
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eating disorders therapist
1 week ago
Counseling Works Naperville, IL, United StatesWho We Are: · Counseling Works is a thriving private therapy practice with offices located in Naperville, Frankfort, Lemont, and Shorewood (coming Summer 2024), Illinois. We are an established group practice with a strong reputation and are excited to add an experienced eating d ...
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Behavior Therapist
5 days ago
Instructional ABA Consultants Naperville, United StatesGENERAL DESCRIPTION · Provide direct one-on-one instruction using principles of applied behavior analysis in a clinic, home, residential or school setting. · IABA is looking for both Part-Time Behavior Therapists to serve children the population of children with Autism using ABA ...
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EMDR Trauma Therapist
1 week ago
Counseling Works Naperville, United StatesWho We Are: · Counseling Works is a thriving private therapy practice with offices located in Naperville, Frankfort, Lemont, and Shorewood (coming Summer 2024), Illinois. We are an established group practice with a strong reputation and are excited to add an experienced trauma t ...
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Consultant
1 week ago
Beaird Group Naperville, United StatesBeaird Group Consultants help clients drive efficiency, growth and profit through accurate data gathering, thorough analysis and valuable recommendations. Consultants incorporate their knowledge, skills and abilities as they help management plan and implement strategies. · Consu ...
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Clinical Dietitian
1 week ago
Northshore Naperville, United StatesPosition Highlights: Position: Clinical Dietitian · Location: Naperville · Full Time · Hours: M-F 7:45am-4:15pm · Has primary responsibility for the nutritional care of all inpatients and eating disorder patients at Linden Oaks Hospital. In consultation with physicians and ot ...
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ServiceNow Presales Lead
3 days ago
Techaxis, Inc Naperville, United StatesOur client is a Global Tier 1 IT consulting firm based out of the United States. They strongly believe global challenges need global solutions. They are continually engaged with employees, clients, partners, public institutions, and community organizations across the world to ste ...
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Consultant, Talent Development/ Staff
1 week ago
Southern Company Naperville, United StatesJob Description · The Talent Development Consultant is an innovative, dynamic, and forward-thinking individual with demonstrated success in building and sustaining collaborative partnerships within the HR function, business leaders, employees, and stakeholders. This role serves ...
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Marketing Account Manager
4 days 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 ...
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plant health care technician
1 week ago
Davey Tree Naperville, IL, United StatesAdditional Locations: Not applicable · Primary Locations: IL, Naperville, 31W236 91st Street, 60564 · Requisition ID: 197108 · Position Overview · Performs fertilization and pest management on trees, shrubs and lawns using spray and injection tools by performing the following dut ...
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Relationship Manager
1 day ago
Fidelity TalentSource LLC Naperville, United States· Job Description: · Relationship Manager · As a Relationship Manager, you will be facilitating relationships with Fidelity s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, po ...
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Solid Waste Engineer/ Project Manager
1 week ago
System One Holdings, LLC Naperville, United StatesAs a Solid Waste Engineering Project Manager you will be involved in: · The design, analyses, permitting and preparation of drawings and technical specifications and construction period services for solid waste management facilities, including coal combustion residual (CCR) facil ...
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Consultant, Talent Development/ Staff
6 days ago
Southern Company Naperville, United StatesThe Talent Development Consultant is an innovative, dynamic, and forward-thinking individual with demonstrated success in building and sustaining collaborative partnerships within the HR function, business leaders, employees, and stakeholders. This role serves as an internal cons ...
Planning Consultant - Naperville, 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
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. Fidelitys 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 , prompt 2, option 3.