-
Bank clerk
3 days ago
Horizon Ventures Virginia Lakes, United StatesBank Clerk / Insurance Clerk in Field Service (m/f/d) in Virginia Lakes, Bayreuth area, full-time/part-time · Online Application · TARGOBANK as an Employer · BANK.REALLY.DIFFERENT. That is our claim as an employer. Become part of our sales team and bring in your personality and y ...
-
Temporary Employee
3 days ago
Redwood Ventures McKinley, MN, United States FreelanceAre you passionate about being surrounded by beautiful jewelry and amazing people? Do you have a love for sales and are looking for a job with a secure future? Then join our team as a · **PART-TIME EMPLOYEE (M/F/D) AT MYZEIL** · Frankfurt | Part-time · **WE DELIVER - Let's delive ...
-
Chief Physician
3 days ago
Crimson Ventures Biwabik, United StatesOn behalf of our client, an acute clinic in the Erfurt area with approximately 180 beds, we are seeking you as part of our personnel consulting in the position of: · Chief Physician (m/f/d) Internal Medicine | Acute · The offer / your benefits · An interesting and responsible ...
-
Quality inspector
3 days ago
Neptune Enterprises Biwabik, MN, United States Freelance**Job Description: Quality Inspector in Biwabik, MN** · The TRIGO Group has become a globally recognized company since its establishment in 1997, providing innovative quality management services to the automotive, aerospace, railway, and heavy transport industries. With over 10,0 ...
-
Senior Accountant
3 days ago
Redwood Ventures Biwabik, MN, United States Freelance**Senior Accountant** (m/f/d) · **Full-time position with our client** · **Munich** · **Start date: immediate** · Reference number: 728402/1 · **Apply now** · **About the company**: · - Our client is an established institute for qualitative market research with a global presence ...
-
ManTech International Corporation Virginia, United StatesDirector of Business Operations, AI Consulting page is loaded · Director of Business Operations, AI Consulting · Apply · remote type · Hybrid Working · locations · USA-VA-Herndon · time type · Full time · posted on · Posted 2 Days Ago · job requisition id · R50896 · ...
-
Assistant Manager
3 weeks ago
Tata Communications Virginia, United StatesKey Responsibilities · * Responsible for the compilation and processing of direct, indirect tax and property tax returns, supporting schedules, forms and worksheets and working with external consultants, as necessary. · * Ensure all tax liabilities are identified and paid by the ...
-
Lutheran Social Service of Minnesota Virginia, United StatesLutheran Social Service MN is a dynamic social service organization serving children, youth and families, people with disabilities, older adults and military veterans. Trustworthiness is a value and strength shared by our employees and recognized by the communities we serve. We o ...
-
Financial Management Consultant
4 weeks ago
NuvoLogic Consulting Virginia, United StatesNuvoLogic Consulting is a management consulting company in the Northern Virginia area. We engage with public and private sector clients with a primary focus on financial services and mortgage finance. We help our clients in the areas of finance, accounting and operations to suppo ...
-
Financial Management Consultant
2 weeks ago
NuvoLogic Consulting Virginia, United StatesNuvoLogic Consulting is a management consulting company in the Northern Virginia area. We engage with public and private sector clients with a primary focus on financial services and mortgage finance. We help our clients in the areas of finance, accounting and operations to suppo ...
-
Senior Financial Management Consultant
2 weeks ago
NuvoLogic Consulting Virginia, United StatesNuvoLogic Consulting is a management consulting company in the Northern Virginia area. We engage with public and private sector clients with a primary focus on financial services and mortgage finance. We help our clients in the areas of finance, accounting and operations to suppo ...
-
Psychologist
1 week ago
Range Mental Health Center Virginia, United StatesJob Title: Psychologist · Job Classification: Exempt · Supervisor: Clinical Director · Benefits: Including but not limited to: Medical, Dental, Life, 401k, PTO · Position Summary: · The Psychologist is responsible for providing family, individual, and group therapy; conducting ps ...
-
Outpatient Therapist
1 week ago
Range Mental Health Center Virginia, United StatesJob Type · Full-time, Part-time · Description · Job Title: Outpatient Therapist · Job Classification: Exempt · Supervisor: Director of Outpatient Therapy · Benefits: Including but not limited to: Medical, Dental, Life, 401k, PTO · Job Summary: · The Outpatient Therapist provides ...
-
Junior Consultant
3 weeks ago
Cape Fox Corporation Virginia, United StatesShare this job as a link in your status update to LinkedIn. · Job Title · Junior Consultant · Job Description · Junior Consultant (Realty Specialist) · Cape Fox is seeking a highly qualified professional to join our team in support of a government customer. This position is conti ...
-
Federal Financial Consultant
3 weeks ago
Kaizen Lab Inc. Virginia, United StatesAndrew Morgan Consulting, LLC (AMC) seeks a Federal Financial Consultant to join our Federal Client in Arlington, VA. The Federal Financial Consultant will assist the Program/Project Manager, Financial Planning & Analysis (FP&A) Team, and Cost Estimation Team in providing practic ...
-
MuleSoft Account Partner
5 days ago
Salesforce Virginia, United StatesOverview · The MuleSoft Professional Services Account Partner (AP) is a consultative and strategic sales professional. The AP sells the full portfolio of Professional Services offerings to new and existing customers in the Federal/DOD space. · Account Partners must be strategic ...
-
Outpatient Therapist
2 weeks ago
Range Mental Health Center Virginia, United StatesJob Title: Outpatient Therapist · Job Classification: Exempt · Supervisor: Director of Outpatient Therapy · Location: Virginia MN · Status: Part-Time · Benefits: Including but not limited to: Medical, Dental, Life, 401k, PTO · About Our Workplace: · Range Mental Health Center i ...
-
Lead Consultant
3 weeks ago
Orbis Operations Virginia, United StatesLead Consultant (TS/SCI with Poly) · Department: · Federal · Employment Type: · Full Time · Location: · McLean, VA · Description · We are seeking an experienced consultant to conduct a variety of tasks of a changing nature based on the needs of the end customer. The resea ...
-
Emergency Preparedness Subject Matter Expert
1 week ago
ProSidian Consulting Virginia, United StatesContract · Company Description · ProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on industry leading practices. ProSidian services focus on the broad spectrum of Risk Management, Compliance ...
-
Technology Consultant/Technical Writer
1 week ago
Zachary Piper Solutions Virginia, United StatesZachary Piper Solutions is seeking an on-site · Technology Consultant · to join a defense technology firm supporting a military program in · Quantico, VA. · The · Technology Consultant · will provide engineering services, manage complex IT projects, lead the creation of tec ...
Planning Consultant - Virginia, United States - Soteriare
Description
Planning Consultant - Glen Allen, VA page is loadedPlanning Consultant - Glen Allen, VA
Apply
locations
Glen Allen, VA
time type
Full time
posted on
Posted 2 Days Ago
job requisition id
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.
The Expertise We're Looking ForFINRA 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
The Purpose of Your Role
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 dayThe Skills You Bring
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
Our Investments in You
Fidelity'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 Deliver
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
Certifications:
Series 0- FINRA, Series 6- FINRA Category: Relationship Management
About Us
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates.
We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.
For information about working at Fidelity, visitFidelity Investments is an equal opportunity employer.
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 please contact the following:
For roles based in the US: Contact the HR Leave of
Absence/Accommodation
Team by sending an email to
,
or by calling , prompt 2, option 2
For roles based in Ireland:
Contact
For roles based in Germany:
Contact A
#J-18808-Ljbffr