AlbuquerqueRecruiter Since 2001
the smart solution for Albuquerque jobs

Planning Consultant - Albuquerque, NM

Company: Fidelity Investments
Location: Corrales
Posted on: April 11, 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!This position is located in the Albuquerque, NM Investor Center.Certifications:Series 07 - FINRA, Series 66 - 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.
        Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations @fmr.com or 800-835-5099, prompt 2, option 2 if you would like to request an accommodation. We welcome those with experience in jobs such as Accountant, Residential Real Estate Agent, and Senior Accountant and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Albuquerque , Planning Consultant - Albuquerque, NM, Professions , Corrales, New Mexico

Click here to apply!

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

I'm looking for
in category
within


Other Professions Jobs


CDL A Truck Driver - Great Benefits, Lease Purchase
Description: Company Drivers: br br 0.60 Cents Per Mile Earn 1500- 1800 per week/ 81K/year br Sign-on bonus: 10,000 paid out 500 bi-weekly. br Home time - out 5 - 6 days then 34-hour reset br (more...)
Company: Riverside Transport
Location: Albuquerque
Posted on: 04/12/2021

91B Light-Wheel Vehicle Mechanic
Description: As a Light-Wheel Vehicle Mechanic for the Army National Guard you'll ensure that anything that moves on wheels is ready to hit the road. In this role, you will primarily be responsible for supervising (more...)
Company: Army National Guard
Location: Albuquerque
Posted on: 04/12/2021

Food 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: Corrales
Posted on: 04/12/2021


Freight/Receiving
Description: Job Description Position Purpose: Associates in Freight/Receiving positions ensure
Company: The Home Depot
Location: Tijeras
Posted on: 04/12/2021

CDL-A Drivers: Enjoy Out & Back Runs w/ Drop & Hook Reefer Freight! New Trucks/New Equip Now Avail!
Description: br br br CDL-A Drivers: Do You Know Navajo Enjoy Out Back Runs w/ Drop Hook Reefer Freight New Trucks/New Equip Now Avail br Call 855 978-8818 or Apply Online Below br br Do you (more...)
Company: Navajo Express
Location: Edgewood
Posted on: 04/12/2021

Lease Purchase & Owner Operators - Solos Wanted
Description: Solo opportunities now available br br CRST, The Transportation Solution: Trucking Industry's Best Van Lease Program Lease Purchase Owner Operators - Solos Wanted br Choose Your Own Path CRST (more...)
Company: CRST Asset Light Van
Location: Corrales
Posted on: 04/12/2021

Lease Purchase & Owner Operators - Solos Wanted
Description: Solo opportunities now available br br CRST, The Transportation Solution: Trucking Industry's Best Van Lease Program Lease Purchase Owner Operators - Solos Wanted br Choose Your Own Path CRST (more...)
Company: CRST Asset Light Van
Location: Albuquerque
Posted on: 04/12/2021

Food 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: Peralta
Posted on: 04/12/2021

Freight/Receiving
Description: Job Description Position Purpose: Associates in Freight/Receiving positions ensure
Company: The Home Depot
Location: Albuquerque
Posted on: 04/12/2021

Recent Grad CDL-A Truck Driver, Urgently Hiring, Apply in Seconds!
Description: Recent CDL-A Grads: Don't have enough experience to get the truck driving job you want No worries, come join us You will
Company: C.R. England
Location: Albuquerque
Posted on: 04/12/2021

Log In or Create An Account

Get the latest New Mexico jobs by following @recnetNM on Twitter!

Albuquerque RSS job feeds