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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. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.
The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge 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 planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Join Us
At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to 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 Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Full Time
Business Services
$101k-135k (estimate)
03/30/2024
04/26/2024
fidelityrecruitment.com
LONDON
500 - 1,000
2002
ROBERT MUSGROVE
$50M - $200M
Business Services
The job skills required for Planning Consultant - Durham, NC include Planning, Financial Planning, Client Relationship, Commitment, Building Relationships, Dedication, etc. Having related job skills and expertise will give you an advantage when applying to be a Planning Consultant - Durham, NC. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Planning Consultant - Durham, NC. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Planning Consultant - Durham, NC positions, which can be used as a reference in future career path planning. As a Planning Consultant - Durham, NC, it can be promoted into senior positions as a Finance & Insurance Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Planning Consultant - Durham, NC. You can explore the career advancement for a Planning Consultant - Durham, NC below and select your interested title to get hiring information.
If you are interested in becoming a Planning Consultant, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Planning Consultant for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Planning Consultant job description and responsibilities
Up-to-date documentation helps with reviews, refreshes everyone’s memory about key decisions, and serves as a starting point for the following year’s strategic planning effort.
02/13/2022: Bloomington, IN
They may also be asked to help with a special project which may require strategic planning expertise, such as a merger or acquisition.
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Planning consultants offer advice and support on all matters relating to planning, development and environmental issues for building and renovation projects.
04/18/2022: Lowell, MA
Organizations considering strategic planning should also consider utilizing strategic planning services.
02/25/2022: Honolulu, HI
Planning, building or developing property these days can be very complex.
05/05/2022: Kennewick, WA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Planning Consultant jobs
A strategic planning consultant helps organizations define and develop future business strategies to meet their long-term goals.
05/02/2022: Spartanburg, SC
Next, consultants must check with their competitors to ensure that the markup does not go beyond 25-30 percent.
04/17/2022: Cleveland, OH
An experienced strategic planning consultant brings a proven planning methodology and tools.
04/02/2022: Duluth, MN
An experienced consultant coaches and advises management through every step of the planning process.
05/04/2022: Cheyenne, WY
To be effective, consultants must be change agents.
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Step 3: View the best colleges and universities for Planning Consultant.