ElizabethRecruiter Since 2001
the smart solution for Elizabeth jobs

Planning Consultant - Greater New Jersey Market

Company: Fidelity Investments
Location: South River
Posted on: April 6, 2021

Job Description:

Job Description:Planning ConsultantThrough 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 encouragedThe Purpose of Your RoleThe 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 opportunitiesThe 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 peersHow Your Work Impacts the OrganizationThrough 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 OverviewAt 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. Find your Fidelity at fidelitycareers.com.
        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 Leave of Absence/Accommodation Team by sending an email to-accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2. We welcome those with experience in jobs such as Salon Manager, Cosmetologist, and Specialty Beauty Advisor and others in the Beauty and Spa to apply.

Keywords: Fidelity Investments, Elizabeth , Planning Consultant - Greater New Jersey Market, Professions , South River, 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


Integration Architect
Description: You must attach your resume when applying in order to be considered. Summary: The Integration Architect develops, deploys, and manages integration solutions to enable business strategies.--The Integration (more...)
Company: Dime Community Bank
Location: Hauppauge
Posted on: 04/17/2021

Have a CDL and looking for something better?
Description: Hiring CDL drivers in your area. Apply once and choose a trucking job that works for you. Get home when you want to, and get paid what you deserve br Available Trucking Jobs: br
Company: Live Trucking
Location: Lake Grove
Posted on: 04/17/2021

HIRING: CDL Drivers
Description: Hiring CDL drivers in your area. Apply once and choose a trucking job that works for you. Get home when you want to, and get paid what you deserve br Available Trucking Jobs: br
Company: Live Trucking
Location: Holtsville
Posted on: 04/17/2021


Have a CDL and looking for something better?
Description: Hiring CDL drivers in your area. Apply once and choose a trucking job that works for you. Get home when you want to, and get paid what you deserve br Available Trucking Jobs: br
Company: Live Trucking
Location: Mastic Beach
Posted on: 04/17/2021

CDL A Truck Driver
Description: Hiring CDL drivers in your area. Apply once and choose a trucking job that works for you. Get home when you want to, and get paid what you deserve br Available Trucking Jobs: br
Company: Live Trucking
Location: Centereach
Posted on: 04/17/2021

Truck Drivers
Description: Hiring CDL drivers in your area. Apply once and choose a trucking job that works for you. Get home when you want to, and get paid what you deserve br Available Trucking Jobs: br
Company: Live Trucking
Location: Coram
Posted on: 04/17/2021

HIRING: CDL Drivers
Description: Hiring CDL drivers in your area. Apply once and choose a trucking job that works for you. Get home when you want to, and get paid what you deserve br Available Trucking Jobs: br
Company: Live Trucking
Location: Miller Place
Posted on: 04/17/2021

Dick's Sporting Goods: Golf Technician
Description: DescriptionYou believe sports make people better. So do we. Immerse yourself in an environment where passionate and skilled teammates thrive. Associates joining our team have an opportunity to serve and (more...)
Company: Dick's Sporting Goods
Location: Westport
Posted on: 04/17/2021

Have a CDL and looking for something better?
Description: Hiring CDL drivers in your area. Apply once and choose a trucking job that works for you. Get home when you want to, and get paid what you deserve br Available Trucking Jobs: br
Company: Live Trucking
Location: Centereach
Posted on: 04/17/2021

Have a CDL and looking for something better?
Description: Hiring CDL drivers in your area. Apply once and choose a trucking job that works for you. Get home when you want to, and get paid what you deserve br Available Trucking Jobs: br
Company: Live Trucking
Location: Middle Island
Posted on: 04/17/2021

Log In or Create An Account

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

Elizabeth RSS job feeds