SanGabrielRecruiter Since 2001
the smart solution for San Gabriel jobs

Planning Consultant - Torrance, CA

Company: Fidelity Investments
Location: San Gabriel
Posted on: April 8, 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 ForFINRA Series 7 & 63 required prior to hireSeries 65 and/or 66 and insurance licenses within 90 days of hireMinimum 2 years of financial services or relevant experienceAttainment 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 BringRemarkable 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 solutionsYou have a vested interest in building relationships and being an advocate for clientsYou are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goalsComfort making outbound calls to further educate clients and uncover opportunitiesThe Value You DeliverConducting joint appointments with clients, focused on consultations through Fidelity's guidance offeringEducating and planning with clients to uncover opportunities that will lead to the client's successCreating and maintaining an organized client contact strategy, including engaging business partners and using tools such as SalesforceBuilding long-lasting, meaningful relationships with clientsMentoring 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 66 - 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. 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 Specialty Beauty Advisor, Guest Service Associate, and Cosmetologist and others in the Beauty and Spa to apply.

Keywords: Fidelity Investments, San Gabriel , Planning Consultant - Torrance, CA, Professions , San Gabriel, California

Click here to apply!

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

I'm looking for
in category
within


Other Professions Jobs


Seasonal Warehouse Team Member
Description: br br Seasonal Warehouse Team Members br br Shifts: br Overnight, Early Morning, Day, Evening, Weekend br br Location: br San Bernardino, CA br Job opportunities vary by location. We (more...)
Company: Amazon
Location: Yucaipa
Posted on: 04/14/2021

Truck Driver CDL A - Home Daily- Hogan
Description: Now Hiring CDL-A Drivers for Dedicated Runs Car HaulCar Haulers Quit guessing what your percentage pay is going to be Get paid hourly, make more, and earn a consistent income Hogan offers our Dedicated (more...)
Company: Hogan Transportation
Location: San Gabriel
Posted on: 04/14/2021

Drive with Uber - earn $1120 driving 100 trips
Description: Earn 1120-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: Rowland Heights
Posted on: 04/14/2021


Courier
Description: Postmates has the largest on-demand fleet in the U.S. with 200,000 Postmates, and an equally extensive network of merchants. While some companies try to build a warehouse outside of a city and funnel (more...)
Company: Postmates
Location: Rosemead
Posted on: 04/14/2021

Delivery Associate - Running with Lions Logistics, LLC
Description: Are you interested in a new opportunity where you can work independently, make a difference in your community, and delight hundreds of customers every day Apply to be a Delivery Associate today. We offer (more...)
Company: Running with Lions Logistics, LLC
Location: Poway
Posted on: 04/14/2021

Delivery Driver / Courier - Start Delivering Today
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: San Gabriel
Posted on: 04/14/2021

Part Time Delivery Driver
Description: Postmates has the largest on-demand fleet in the U.S. with 200,000 Postmates, and an equally extensive network of merchants. While some companies try to build a warehouse outside of a city and funnel (more...)
Company: Postmates
Location: San Gabriel
Posted on: 04/14/2021

Echo Technician Travel
Description: Travel Echocardiographer Technician Echo Numerous Nationwide Travel Assignments / Jobs br br Tired of completing an application just to get informationClick the View or Apply button for HCEN's (more...)
Company: HealthCare Traveler (Allied Health)
Location: Rosemead
Posted on: 04/14/2021

Doordash: 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: Rosemead
Posted on: 04/14/2021

Local Truck Driver
Description: J.B. Hunt is hiring local CDL-A dedicated drivers Drive dedicated with J.B. Hunt and enjoy a consistent schedule and pay, onsite management and regular
Company: JB Hunt
Location: Rosemead
Posted on: 04/14/2021

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

San Gabriel RSS job feeds