CharlotteRecruiter Since 2001
the smart solution for Charlotte jobs

Planning Consultant - Ballantyne, NC

Company: Fidelity Investments
Location: Charlotte
Posted on: January 16, 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 - FINRACompany 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 or , prompt 2, option 2 if you would like to request an accommodation.

Keywords: Fidelity Investments, Charlotte , Planning Consultant - Ballantyne, NC, Professions , Charlotte, North Carolina

Click here to apply!

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

I'm looking for
in category
within


Other Professions Jobs


Lyft Driver (Full-Time)
Description: Job DescriptionWhat is Lyft Lyft is a platform that connects drivers with individuals and organizations that need rides. In addition to helping passengers get from A to B, in select markets drivers may (more...)
Company: Lyft
Location: Kannapolis
Posted on: 01/17/2021

Delivery Driver - No Experience Needed
Description: Your time. Your Goals.What is DoorDashAvailable in over 4,000 cities in the U.S., Canada, and Australia, DoorDash is about connecting people with possibilities: bigger savings accounts, wider nets, stronger (more...)
Company: Doordash
Location: Spartanburg
Posted on: 01/17/2021

CDL A Dry Van OTR Company Drivers - 1,100 /week
Description: br Call to speak with an AMX recruiter now br 866 969-3598 ex 115 br br br DRY VAN - CDL A OTR Company Drivers br 1,100 /week br Minimum age: 23 br Minimum experience: 1 year OTR br (more...)
Company: Alabama Motor Express
Location: Spartanburg
Posted on: 01/17/2021


CDL A Regional Truck Driver
Description: Opportunities Available for Company Drivers Benefits Cowan Systems is Coming to Your
Company: Cowan Systems, LLC
Location: Spartanburg
Posted on: 01/17/2021

CDL A Company Truck Driver
Description: br br CDL A Company Truck Drivers br If you are a professional driver who prides themselves on providing first-class service, then Brown Trucking has the opportunities for you We have great partnerships (more...)
Company: Brown Trucking
Location: Spartanburg
Posted on: 01/17/2021

Best Trucking Jobs for Team 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: Spartanburg
Posted on: 01/17/2021

CDL-A Dedicated Company Truck Driver
Description: Job DescriptionCDL-A Dedicated Truck Driver Jobs - Up To 1,400 Weekly Earnings LARGEST DRIVER PAY RAISE IN 90-YEAR HISTORY EPES Transport is currently hiring for CDL-A Company Truck Driver Jobs that (more...)
Company: Epes Transport System Inc
Location: Kannapolis
Posted on: 01/17/2021

Surgical Technician Certified (FT) - Spartanburg Surgical Center
Description: Location: US-SC-SpartanburgType: Full Time Employee of Openings: 1Category: Technician/Clinical UnlicensedSystem ID: 11767Overview br br Surgical Care Affiliates is hiring to add an Surgical Technician (more...)
Company: Surgical Care Affiliates
Location: Spartanburg
Posted on: 01/17/2021

Local Furniture Delivery Contractors - $2000 Sign-On Bonus!
Description: br br Local Furniture Delivery Contractors br Home Delivery Contractor Perks: ul li Excellent earning potential 100,000-150,000 li Local routes- no overnight driving
Company: SE Independent Delivery Service Inc
Location: Spartanburg
Posted on: 01/17/2021

CDL A Truck Driver
Description: Company Driver - HOME WEEKLY - 71k , Dry Van/Tailgating Freight, Benefits after 30 days br br Requisition ID: 759 br br Cardinal Logistics is currently seeking Class A truck drivers in your area. (more...)
Company: Cardinal Logistics
Location: Kannapolis
Posted on: 01/17/2021

Log In or Create An Account

Get the latest North Carolina jobs by following @recnetNC on Twitter!

Charlotte RSS job feeds