WayneRecruiter Since 2001
the smart solution for Wayne jobs

Planning Consultant - Wayne, NJ

Company: Fidelity Investments
Location: Wayne
Posted on: February 22, 2021

Job Description:

Job Description:

Planning Consultant

Through your integrity and adherence to Fidelity's client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.

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.

The Expertise We're Looking For

* FINRA Series 7 & 63 required prior to hire
* Series 65 and/or 66 and insurance licenses within 90 days of hire
* Minimum 2 years of financial services or relevant experience
* Attainment of CFP-- Certification is highly encouraged

The Purpose of Your Role

The Planning Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity. This role expands upon the planning capabilities available to engage Fidelity's most valuable clients. In addition to the primarily role of conducting financial planning interactions, you will support the overall client relationship by using innovative technologies, such as Glance, to maximize efficiencies for clients. You will be in complete alignment with Fidelity's firm wide initiatives that will give you the opportunity to positively influence clients' financial plans. You will see your impact on the business and have rewarding interactions with clients every single day!

The Skills You Bring

* Remarkable 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 calls to further educate clients and uncover opportunities

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

How Your Work Impacts the Organization

Through your knowledge of financial planning 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 complex planning opportunities in which you'll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients!

Certifications:

Series 07 - FINRA, Series 66 - FINRA

Company Overview

At Fidelity, we are focused on 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, visit FidelityCareers.com.

Fidelity Investments is an equal opportunity employer.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

Keywords: Fidelity Investments, Wayne , Planning Consultant - Wayne, NJ, Professions , Wayne, New Jersey

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Professions Jobs


Amazon Warehouse Worker - Overnight Shifts Available
Description: Shifts: Overnight, Early Morning, Day, Evening, WeekendLocation: br Shirley br Job opportunities vary by location. We update postings daily with open positions.Hourly pay rate:Earn 15 or more Immediate (more...)
Company: Amazon Workforce Staffing
Location: Bellport
Posted on: 03/2/2021

Help Desk Analyst II
Description: Ref ID: 03720-0011566408Classification: Help Desk Analyst IICompensation: DOELooking for a new opportunity Apply for this growing company's Help Desk Analyst position. The ideal candidate for this position (more...)
Company: Robert Half
Location: Levittown
Posted on: 03/2/2021

Production Team Lead
Description: ul li date posted: Thursday, February 25, 2021 li experience: Experienced li job type: Permanent li reference: AB 3580519 A reputable company is searching for a Production Team Leader to contribute (more...)
Company: Randstad USA
Location: Hauppauge
Posted on: 03/2/2021


High Demand For Quality Electricians - Get New Clients In Your Area
Description: Over 25 million homeowners have trusted HomeAdvisor 1800Contractor to help them find quality professionals with the expertise to turn their home improvement
Company: HomeAdvisor
Location: Levittown
Posted on: 03/2/2021

CDL A Company Driver Job
Description: Flatbed Company Driver Jobs 100 No Touch Freight - Call To Find Out About Our New Driver Pay Increase Flatbed Home Daily Company Driver Benefits: Local positions only for Portsmouth, Buchanon, NY, (more...)
Company: George Hildebrandt Inc.
Location: White Plains
Posted on: 03/2/2021

Mechanical Engineer
Description: Firematic is a family-owned business serving those who protect us all for over 50 years We are currently looking for an enthusiastic mechanical engineer with strong attention to detail to work with the (more...)
Company: Firematic Supply Company
Location: Shirley
Posted on: 03/2/2021

Master Technician
Description: Shift your career into gear and join the Pep Boys Team We are always looking for talented, customer-service oriented automotive professionals, who share our passion for customers and their cars.We (more...)
Company: Pep Boys
Location: Lake Grove
Posted on: 03/2/2021

CDL-A Owner Operator Truck Driver - LTL Linehaul
Description: CDL-A Owner Operator Truck Drivers: CHOOSE YOUR LOADS, ROUTES, AND HOME TIME br br When you partner with Roadrunner Freight, you choose your loads, routes, and
Company: Roadrunner Freight
Location: White Plains
Posted on: 03/2/2021

Quality Analyst (I)
Description: Company DescriptionThe Nature's Bounty Co. is now The Bountiful Company The Bountiful Company is a global leader in health and wellness, living at the intersection of science and nature. As a manufacturer, (more...)
Company: The Nature's Bounty Co.
Location: Bohemia
Posted on: 03/2/2021

Great options for CDL A drivers in the northeast
Description: TRUCK DRIVING JOBS: WE ARE HIRING DRIVERS We're a Certified Top Pay Carrier andthe top 50 percent of our driversaverage 83,100 per year.STRONGER TOGETHERIt s part of the American fabric. Good people (more...)
Company: Crete Carrier Corporation
Location: White Plains
Posted on: 03/2/2021

Log In or Create An Account

Get the latest New Jersey jobs by following @recnetNJ on Twitter!

Wayne RSS job feeds