WheatonRecruiter Since 2001
the smart solution for Wheaton jobs

Planning Consultant - Naperville, IL

Company: Fidelity Investments
Location: Wheaton
Posted on: April 4, 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
        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. 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. We welcome those with experience in jobs such as Bilingual Customer Service , Accounting Manager, and Accounting Assistant and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Wheaton , Planning Consultant - Naperville, IL, Professions , Wheaton, Illinois

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 Associate - Flexible Schedule
Description: br br Hourly pay rate: 15.00 br br Shifts: br Overnight, Early Morning, Day, Evening, Weekend br br Location: br Crest Hill, IL li MDW5 - 16825 Churnovic Ln, Crest Hill, IL 60435 (more...)
Company: Amazon
Location: Wheaton
Posted on: 04/13/2021

Class A CDL Company Driver - $1,000 Sign-On Bonus!
Description: Call to speak with a MERX recruiter now 888 872-4802 br br br Is it time to earn more money Merx Global is here to help br br Company Driver is the primary driving role at Merx Global. Go (more...)
Company: Merx Global
Location: Wheaton
Posted on: 04/13/2021

Class A CDL OTR Reefer Truck Driver $0.65-$0.75cpm O/O WELCOME!
Description: br Class A CDL OTR Reefer Truck Driver 0.65- 0.75cpm O/O WELCOME br Call 702 825-0322
Company: OTR Systems
Location: Wheaton
Posted on: 04/13/2021


Food Courier
Description: Your time. Your Goals. br What is DoorDash br Available in over 4,000 cities in the U.S., Canada, and Australia, DoorDash is about connecting people with possibilities: bigger savings accounts, wider (more...)
Company: Doordash
Location: Wheaton
Posted on: 04/13/2021

CDL-A Local Driver
Description: COMPANY DRIVERS - 300 Per Day Earn 1500- 1800 per week GUARANTEED JOIN OUR ELITE FLEET. Home Time: Guaranteed home weekly for 34-hour reset Route/Duties: Illinois Chicago is a MUST , Indiana, Ohio, (more...)
Company: Riverside Transport
Location: Wheaton
Posted on: 04/13/2021

CDL-A Truck Driver
Description: Drive Nussbaum. br Guaranteed Minimum Pay. 5,000 Transition Bonus br We're different and we like that. Our drivers do too. br Nussbaum Transportation Services was founded in 1945, with a single (more...)
Company: Nussbaum
Location: Wheaton
Posted on: 04/13/2021

CDL A Team 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
Company: Live Trucking
Location: Wheaton
Posted on: 04/13/2021

CDL A Truck Driver
Description: What are you waiting for There's never been a better time to join us br br 10,000 Chemical OTR Driver Onboarding Incentive Bonus br br In a time full of uncertainty, Groendyke Transport is (more...)
Company: Groendyke Transport
Location: Wheaton
Posted on: 04/13/2021

CDL A Owner Operator Tanker Truck Driver
Description: br br CDL-A Owner Operator Tanker Truck Driver 5,000 Sign-on Bonus - 2,500 upon Completing Orientation br br Give a call and we can discuss the details 866 459-1627 Fort Transfer is looking (more...)
Company: Fort Transfer Company
Location: Wheaton
Posted on: 04/13/2021

Intermodal Class A CDL Owner Operators Home Daily - No Nights
Description: br br At ARL Transport, our first customer is YOU You choose your desired home time, miles, and areas you prefer to drive. We have consistent freight available to suit your needs. On average, owner (more...)
Company: ARL Transport LLC/MIA Safety
Location: Wheaton
Posted on: 04/13/2021

Log In or Create An Account

Get the latest Illinois jobs by following @recnetIL on Twitter!

Wheaton RSS job feeds