Planning Consultant - Columbus, OH
Company: Fidelity Investments
Location: Columbus
Posted on: February 26, 2021
|
|
Job Description:
Job Description:
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 encourage
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:
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, Columbus , Planning Consultant - Columbus, OH, Professions , Columbus, Ohio
Click
here to apply!
|
Didn't find what you're looking for? Search again!
Other Professions JobsCDL A Truck Driver - Industry Leading Pay - All NEW Equipment Description: Variant Offers Industry Leading Pay and Many More Great Benefits HAVE WHAT IT TAKES To all the drivers looking to make a move - don't settle Company: Variant Location: Mansfield Posted on: 02/26/2021 CDL-A Dedicated Truck Driver Description: We are Hiring Now for Experienced Dedicated Routes USA Truck Dedicated Services Division is growing and expanding and now is the time to join We are now hiring Class A CDL Truck Drivers who live within (more...) Company: USA Truck Location: Middletown Posted on: 02/26/2021 Electrical Maintenance Technician Description: Electrical Maintenance TechnicianMiddletown, OH, USA Req 2614Thursday, February 18, 2021Cornerstone Building Brands is the largest manufacturer of exterior building products in North America. Our comprehensive (more...) Company: Cornerstone Building Brands Location: Middletown Posted on: 02/26/2021 Class A CDL - Dedicated truck driver - Tractor Supply Description: br br Dedicated truck drivers on Schneider's Tractor Supply account make an average of 60,087 to 66,412 each year and get home weekly while hauling freight for one of America's largest operator (more...) Company: Schneider Location: Mansfield Posted on: 02/26/2021 CDL-A Student Truck Driver Jobs Description: br br Back your success with industry leader, Tyson Foods If you've recently graduated from an accredited CDL school, or have less than 9 months recent experience, apply now to student and trainee (more...) Company: Tyson Foods, Inc Location: Middletown Posted on: 02/26/2021 CDL A Commercial Semi Driver Description: br br br Call 877 837-5370 to learn about our amazing local driving opportunities. br br br CDL A Commercial Semi Driver br br br Why Darling Ingredients br ul li Home Daily. (more...) Company: Darling Ingredients Location: Middletown Posted on: 02/26/2021 CDL A Company Drivers - No touch Freight! Description: Truck Driver Benefits br br NEW PAY INCREASE br Medical/Dental, and 401K br Paid vacation br Paid orientation br No forced dispatch br No-touch freight br No hazmat br (more...) Company: Poly Trucking Location: Newark Posted on: 02/26/2021 CDL-A OTR Truck Driver Jobs Description: br br br br Business is booming at Tyson Foods, one of the world's largest food companies, and we have new over-the-road career opportunities for truck driving professionals. Enjoy competitive (more...) Company: Tyson Foods, Inc Location: Middletown Posted on: 02/26/2021 Women CDL-A Truck Drivers: Welcome to Big G Express! Description: br br CALL TODAY 855 672-2207 OR APPLY ONLINE BELOW br br Practical Miles Weekly Home Time for CDL-A Company Truck Drivers 100 Employee Owned br br At Big G Express, we value our female (more...) Company: Big G Express Location: Newark Posted on: 02/26/2021 Local CDL-A Truck Drivers - Intermodal, Home Daily! Description: br br br br CDL- A Local CDL-A Truck Drivers br Top Pay, Benefits and Home Every Day br br br br The perfect truck driving job that gets you home daily so br you can spend time with (more...) Company: Ohio Intermodal Services Location: Newark Posted on: 02/26/2021 |