Jobs
>
Brockton

    Planning Consultant - Bridgewater, United States - Fidelity Investments

    Fidelity Investments
    Fidelity Investments Bridgewater, United States

    1 week ago

    Fidelity Investments background
    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.

    The Expertise We're Looking For

    • 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

    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 day

    The 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:

    Certified Financial Planner / CFP- - Issuing Authority, Series 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-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 , prompt 2, option 3.

    PDN-9b9f2b80-d3e1-49c6-b552-1ae50b447037
  • Fidelity Investments

    Planning Consultant

    5 days ago

    Fidelity Investments Bridgewater, United States

    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 ...

  • Fidelity Investments

    Planning Consultant

    5 days ago

    Fidelity Investments Bridgewater, United States

    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 ...

  • LPL Financial

    Avp, Financial Planning Consultant

    1 week ago

    LPL Financial Boston, United States

    Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you · LPL Financial (Nasdaq: LPLA) was f ...

  • Crimson Ventures

    Architect (m/f/d) for Consulting/Planning

    1 week ago

    Crimson Ventures Newton, United States

    WHO WE ARE LOOKING FOR · We are on a growth path and are looking for an Architect (m/f/d) at our headquarters in Hilders-Dietges or in home office as an architectural consultant for advising private clients and architects, as well as a project manager for the planning of high-qua ...

  • Fidelity TalentSource LLC

    Planning Consultant

    2 weeks ago

    Fidelity TalentSource LLC Framingham, United States

    · 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 ...

  • Fidelity Investments

    Planning Consultant

    1 week ago

    Fidelity Investments Framingham, United States

    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 th ...

  • Fidelity TalentSource LLC

    Planning Consultant

    2 weeks ago

    Fidelity TalentSource LLC Framingham, United States

    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 t ...

  • Fidelity TalentSource LLC

    Planning Consultant

    1 day ago

    Fidelity TalentSource LLC Framingham, United States

    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 t ...

  • findajob.dwp

    Planning Permission Consultant

    1 week ago

    findajob.dwp Braintree, United States permanent

    We have a new opportunity available for a Planning Permission Consultant, based in Braintree, offering a salary of £45'000 to £50'000 plus benefits. · Benefits include holiday, pension, ample free car parking and a great work environment. The working hours are Monday to Friday 8a ...

  • SearchTower

    Advanced Planning Consultant

    4 days ago

    SearchTower Massachusetts, United States

    SearchTower is conducting a search for an Advanced Planning Consultant for one of the nation's leading Broker Dealers. The Advanced Planning Consultant is a resource for wealth management strategies, including estate, tax, and charitable planning, social security, executive compe ...

  • Knewin

    Advanced Planning Consultant

    2 weeks ago

    Knewin Waltham, United States

    Overview · If you're looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focus ...

  • Brockton Public Schools

    Bcba

    2 weeks ago

    Brockton Public Schools Brockton, United States

    The Brockton Public School District seeks two Board-Certified Behavior Analyst to work with students at the elementary and high school level to provide consultative behavioral and evaluative services for prevention and intervention purposes in the school setting. The BCBA conduct ...

  • Atlas Behavior Agency

    Behavior Consultant

    1 week ago

    Atlas Behavior Agency Plymouth, United States

    Seeking a Behavior Consultant who understands that quality, professionalism, and compassion are of utmost importance · You will be listed as a contractor receiving clients through Indiana's Medicaid Waiver under the supervision of the Director of Behavior Management. · As the Beh ...

  • Brockton Public Schools

    Therapeutic Support Counselor

    2 days ago

    Brockton Public Schools Brockton, United States

    Full-time Therapeutic Counselor positions available at South Middle School, Brockton High School, and Brockton Therapeutic Day School. Daily case management and therapeutic care of students in special education program for students with emotional disabilities.Conducting individua ...

  • Commonwealth Financial Network

    Advanced Planning Consultant

    1 week ago

    Commonwealth Financial Network Waltham, United States

    Overview: · If youre looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focus ...

  • Sentinel Group

    Retirement Plan Consultant

    1 week ago

    Sentinel Group Wakefield, United States

    Location Note: Hybrid or Remote · The Purpose of Your Role: · Do you want to work for a fun, growing organization where people truly make a difference? · The Plan Consultant position offers a retirement plan professional an opportunity to service a book of clients supporting t ...

  • Ophthalmic Consultants of Boston

    Medical Technicians-training Available

    1 week ago

    Ophthalmic Consultants of Boston Plymouth, United States

    Ophthalmic Consultants of Boston (OCB) was established in 1969 to offer patients the highest quality eye care and laser/surgical treatment. OCB is the premier eye care provider in the region with nineteen practice locations in the greater Boston area, South Shore, and Cape Cod. O ...

  • CRB

    Project Manager

    1 week ago

    CRB Bridgewater, United States

    **Company Description** · CRB is a leading provider of sustainable engineering, architecture, construction and consulting solutions to the global life sciences and food and beverage industries. Our more than 1,600 employees provide best-in-class solutions that drive success and p ...

  • Sheboygan County

    Social Worker

    1 week ago

    Sheboygan County Plymouth, United States

    **Purpose and Summary** · Provides services designed to identify and meet the social and emotional needs of the residents and their families to adjust to the effects of illness or disability, treatment and stay in the facility. Assures adequate discharge planning and the appropri ...

  • Copeland Toyota

    Automotive Sales Consultant

    1 week ago

    Copeland Toyota Brockton, United States

    **Job Summary** · Copeland Toyota is seeking an enthusiastic and dedicated Automotive Sales Consultant to join our team. You will be responsible for engaging with customers and working with them to identify their needs and recommend a suitable vehicle. We offer a generous salary ...