Estate Planning Consultant jobs in New Jersey

Estate Planning Consultant provides estate planning consultation to the agency work force. Develops and conducts any training or educational seminars necessary to guide agents and their clients through the procedural, legal, and financial aspects of their plans. Being an Estate Planning Consultant is responsible for developing and maintaining relationships with professional advisors. Requires a bachelor's degree. Additionally, Estate Planning Consultant typically reports to a manager. Estate Planning Consultant is a specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. To be an Estate Planning Consultant typically requires 7+ years of related experience. (Copyright 2024 Salary.com)

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Planning consultant
  • Fidelity Investments
  • Wayne, NJ FULL_TIME
  • Job Description : Planning Consultant

    Planning Consultant

    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 Expertise We're Looking For

    • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65 / 66 upon hire
    • Financial services experience preferably in financial planning
    • Degree and / or other professional certifications such as CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

    The Purpose of Your Role

    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!

    The Skills You Bring

    • Thorough 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 telephone calls to further educate clients and find opportunities to add value to the relationship

    Our Investments in You

    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 ourbenefit programsare 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!

    The 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 peers

    Certifications :

    Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA

    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.

    At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling " Dynamic Working ".

    Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks.

    These requirements are subject to change.

    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.

    PDN-9b74f42c-85f8-4878-b549-e390efbe1485

    Last updated : 2024-03-26

  • Just Posted

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Planning consultant
  • Fidelity Investments
  • Bridgewater, NJ FULL_TIME
  • Job Description Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, ...
  • 3 Days Ago

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Planning consultant
  • Fidelity TalentSource LLC
  • Bridgewater, NJ FULL_TIME
  • Job Description : Planning Consultant Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through con...
  • 1 Month Ago

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Estate Planning Paralegal
  • Fawkes IDM
  • Hackensack, NJ FULL_TIME
  • A law firm is seeking a full-time Estate Planning Paralegal to join their team. Responsibilities: Handling all phases of estate administration, Extensive communication with clients. Preparation and dr...
  • 18 Days Ago

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Estate Planning Legal Assistant
  • Bratton Law Group
  • Cherry Hill, NJ FULL_TIME
  • Cherry Hill law firm seeking a full-time Estate Planning Legal Assistant. The successful candidate will have strong organizational skills, an excellent attention to detail, be able to handle a high ca...
  • 10 Days Ago

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Estate Planning Attorney
  • The Mom Project
  • Hoboken, NJ FULL_TIME
  • Title: Estate Planning Attorney Location: New York/New Jersey Pay: $60/hr with room to increase based on performance The Mom Project is excited to partner with a boutique CPA and tax law firm located ...
  • 14 Days Ago

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Planning Analyst
  • Hantz Group
  • Saginaw, MI
  • Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their ...
  • 3/28/2024 12:00:00 AM

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Account Executive
  • FirstLantic Healthcare
  • As an Account Executive for FirstLantic Healthcare, you will be at the forefront of creating new partnerships, helping t...
  • 3/27/2024 12:00:00 AM

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Estate Planning Specialist
  • Fisher Investments
  • Plano, TX
  • Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowle...
  • 3/27/2024 12:00:00 AM

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Certified Financial Planner
  • Financial Life Advisors
  • San Antonio, TX
  • Financial Life Advisors (FLA) provides our clients with exceptional experiences where they receive customized ongoing gu...
  • 3/25/2024 12:00:00 AM

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Outreach & Event Coordinator
  • Marys Shelter Of The Treasure Coast
  • Stuart, FL
  • Job Description Job Description Mary's Home is a Christian, faith-based organization and a transitional home in Stuart, ...
  • 3/25/2024 12:00:00 AM

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Senior Fiduciary Counsel and Estate Planner
  • Linden Thomas and Company
  • Charlotte, NC
  • Annual Compensation: $170-200K Benefits Offered: 401(k). Fully paid health, dental, and vision insurance. Paid time off....
  • 3/24/2024 12:00:00 AM

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Estate Planning Attorney
  • ECG Resources, Inc.
  • Chicago, IL
  • Established Chicago Single-Family Office seeks JD/Estate Planner to serve as primary point of contact for UHNW clients a...
  • 3/24/2024 12:00:00 AM

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Tax Manager Public Accounting
  • Sable Group LLC
  • Beachwood, OH
  • Job Description Job Description A boutique tax and accounting firm on the east side of Cleveland is looking for a self-s...
  • 3/24/2024 12:00:00 AM

New Jersey is bordered on the north and northeast by New York (parts of which are across the Hudson River, Upper New York Bay, the Kill Van Kull, Newark Bay, and the Arthur Kill); on the east by the Atlantic Ocean; on the southwest by Delaware across Delaware Bay; and on the west by Pennsylvania across the Delaware River. New Jersey is often broadly divided into three geographic regions: North Jersey, Central Jersey, and South Jersey. Some New Jersey residents do not consider Central Jersey a region in its own right, but others believe it is a separate geographic and cultural area from the Nor...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$108,723 to $158,020

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