MadisonRecruiter Since 2001
the smart solution for Madison jobs

Planning Consultant - Madison, WI

Company: Fidelity Investments
Location: Sauk City
Posted on: April 10, 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 63 - FINRA, Series 65 - 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 Bilingual Customer Service , Financial Analyst, and Bookkeeper and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Madison , Planning Consultant - Madison, WI, Professions , Sauk City, Wisconsin

Click here to apply!

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

I'm looking for
in category
within


Other Professions Jobs


Drive with Uber - earn $960 driving 100 trips
Description: Earn 960-if not more-driving with the Uber app when you complete 100 trips. Drive with Uber and earn money anytime it works for you. Driving is an easy way to earn extra, and it's totally flexible around (more...)
Company: Uber
Location: Dubuque
Posted on: 04/20/2021

CDL-A Company Driver - OTR - 2 Years EXP Required
Description: Unlimited Carrier hiring Company drivers . br Unlimited Carrier is looking for Class A drivers. br Midwest Regional - Start .55cpm ul li Home weekends li Up to .58 cpm li 2,200 miles/wk (more...)
Company: CDL Life
Location: Sheboygan
Posted on: 04/20/2021

CDL-A Hazmat Truck Drivers
Description: Is it time to earn more money Merx Global is here to help br Summary br Company Driver is the primary driving role at Merx Global. Go Over-the-Road with us and see the entire country while you earn (more...)
Company: Merx Global
Location: Sheboygan
Posted on: 04/20/2021


CDL A Truck Driver
Description: Company Driver - Avg 75K per Year - Benefits after 30 days Requisition ID: 852 For More Information Call Dave at 833.243.6555 Pay Benefits Full-time CDL-A truck
Company: Cardinal Logistics
Location: Dubuque
Posted on: 04/20/2021

CDL-A Company Driver - OTR Reefer - 2 Years EXP Required
Description: Leavitt and Son Hiring CDL-A OTR Solo Team Drivers. br CDL Class A Truck Drivers Refrigerated OTR Freight Se Habla Espa--ol br Leavitt and Son began as a transportation company in the Bakken Oil (more...)
Company: CDL Life
Location: Sheboygan
Posted on: 04/20/2021

CDL-A Company Driver - OTR Flatbed - 2 Years EXP Required
Description: Kivi Bros Trucking Inc. Hiring Career-Minded OTR Flatbed Drivers. br Kivi Bros Trucking Inc. Seeking Carrer-Minded Solo OTR Company Drivers - Pick Your Truck br Are you looking for a flatbed company (more...)
Company: CDL Life
Location: Sheboygan
Posted on: 04/20/2021

CDL A Regional Truck Driver - Flexible Home Time
Description: Are you looking for a stable driving career Are you tired of being away from your family for days weeks at a time Then Legacy Express, LLC is the place for you At Legacy Express, LLC we take care (more...)
Company: LEGACY EXPRESS LLC
Location: Dubuque
Posted on: 04/20/2021

Tire Technician - Truck Care
Description: Req ID: 215778 br br Address: 6710 South Business Dr Sheboygan, WI, 53081 br br Welcome to Love's br br Where People are the Heart of Our Operation br br Tire Technician - Maintenance (more...)
Company: Loves Travel Stops & Country Store
Location: Sheboygan
Posted on: 04/20/2021

CDL-A Owner Operator / Lease Purchase Truck Driver Jobs
Description: The Wheels That Move Your Future. When you partner your personal trucking business with CalArk, your success will never be capped. With high weekly miles and
Company: CalArk
Location: Dubuque
Posted on: 04/20/2021

CDL-A Owner Operator - OTR Dry Van - 1 Year EXP Required
Description: Owner Operators GP Transco could be the last carrier you apply to . br Available job openings for experienced CDL-A drivers with the 3rd highest-paying company in the US. br br Compensation: ul (more...)
Company: CDL Life
Location: Sheboygan
Posted on: 04/20/2021

Log In or Create An Account

Get the latest Wisconsin jobs by following @recnetWI on Twitter!

Madison RSS job feeds