NapervilleRecruiter Since 2001
the smart solution for Naperville jobs

Planning Consultant - Naperville, IL

Company: Fidelity Investments
Location: Naperville
Posted on: February 19, 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 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 or , prompt 2, option 2 if you would like to request an accommodation.

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


Class A CDL Tractor Drivers
Description: br br Travel throughout the United States and Canada. br Higher revenue on lower miles. br Welcome to Panther. br br We are looking for Class A CDL Tractor Drivers Company and Owner Operators (more...)
Company: Panther Premium Logistics
Location: Wheaton
Posted on: 02/27/2021

Part-time Nabisco Retail Merchandiser/Stocker
Description: br br Job Description br br Are You Ready to Make It Happen at Mondel 275 z International br br Join our Mission to Lead the Future of Snacking. Make It With Pride. br br You will optimize (more...)
Company: Mondelez
Location: Wheaton
Posted on: 02/27/2021

Solo CDL A Owner Operators - $4K Sign On
Description: br br br br Solo CDL A Owner Operators br 4,000 Sign On Bonus br br Join the Panther Premium Logistics team for an exciting opportunity
Company: Panther Premium Logistics
Location: Wheaton
Posted on: 02/27/2021


Regional Class A CDL Drivers
Description: Job Description: Regional REGIONAL, DEDICATED DRIVING POSITIONS EARNING POTENTIAL 70,000 Call 877-920-6820 or apply online below today. We
Company: Premier Transportation
Location: Wheaton
Posted on: 02/27/2021

CDL A Truck Driver Tanker and Haz #879
Description: Company Driver - Regional - Domicile South Chicago - 78k - Benefits after 30 daysRequisition ID: 879If you want to work for a company that puts safety first, and allows you to make
Company: Cardinal Logistics
Location: Wheaton
Posted on: 02/27/2021

Delivery Driver / Courier
Description: Your time. Your Goals. What is DoorDash Available in over 4,000 cities in the U.S., Canada, and Australia, DoorDash is about connecting people with possibilities: bigger savings accounts, wider nets, (more...)
Company: Doordash
Location: Orland Park
Posted on: 02/27/2021

CDL A OTR DRIVERS! $67,600-$87,500 AVG. ANNUALLY - $4,000 Sign On Bonus
Description: br br CDL A OTR VAN DRIVERS 67,600- 87,500 AVG. ANNUALLY br br 4,000 Sign On Bonus br Woodfield Inc is seeking professional Class A CDL br br drivers to join the best driving team with (more...)
Company: Woodfield Inc.
Location: Wheaton
Posted on: 02/27/2021

New Sign-On Truck Drivers Class A Company Drivers
Description: br br CLASS A CDL TRUCK DRIVERS:SOAR TRANSPORTATION GROUP 6,000 NEW HIRE Sign On bonus Soar paid Quarterly Safety Bonuses to theirdrivers in excess of 125,000 Average of 60 cent /MILE Regardless (more...)
Company: Soar Transportation Group
Location: Wheaton
Posted on: 02/27/2021

CDL A Truck Drivers - Home Daily!
Description: Class A CDL Company Drivers: Dedicated br br DEDICATED HOME DAILY OR WEEKLY br br 1,000 Holiday Bonus After Your First Load br br U.S. Xpress Dedicated Opportunities Offer High
Company: Tran Stewart
Location: Wheaton
Posted on: 02/27/2021

Company Class A Regional/Local Flatbed Driver
Description: br br br Company Class A Regional/Local Flatbed Driver br Home Weekends br br Call Kevin 866 524-2679 to learn more br br RLS Transportation Inc has multiple openings. Since
Company: RLS Transportation
Location: Wheaton
Posted on: 02/27/2021

Log In or Create An Account

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

Naperville RSS job feeds