Top 48 Planning consultant Jobs in Akron Oh

Investment Consultant - Fairlawn, OH
Fidelity Investments —Fairlawn, OH
- Full-time
- Mid-level
- Office
- Experience equivalent to degree accepted
Consultant - Transmission & Substation Services - Akron FirstEnergy Headquarters
FirstEnergy Corp —Akron, OH
- $111,350 - $188,640 a year
- Full-time
- Computer Science
- Engineering
- Office
- Health insurance
- Dental insurance
Management Consultant - Asset Management
Arcadis —Akron, OH
- $65,000 - $90,000 a year
- Bachelor of Science
- Engineering
- Research
- Paid parental leave
- AD&D insurance
Associate Clinical Sales Consultant, Specialty Nutrition Systems - Ohio (Columbus, Cleveland)
Avanos Medical —Ohio
- $63,000 - $76,000 a year
- Full-time
- Microsoft Outlook
- Up to 50% travel
- RN License
- Health insurance
- 401(k) matching
Child Care Business Success Specialist
Sisters of Charity Health System —Akron, OH
- $53,000 - $58,000 a year
- Online Application
- Marketing
- Mid-level
- Office
11d
Career Pathway Support Network Consultant
Educational Service Center of Cuyahoga County —Valley View, OH
- Online Application
- School experience
- Google Workspace
- 5 years
6d
Career Pathway Support Network Consultant
Educational Service Center of Northeast Ohio —Independence, OH
- Online Application
- School experience
- Google Workspace
- 5 years
5d
Senior Wealth Advisor
WealthBridge Financial Group —Twinsburg, OH
- $120,000 - $170,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Consultant -IT Internal Auditing - FEHQ-Akron / Greensburg Svc Center
FirstEnergy Corp —Akron, OH
- Full-time
- CPA
- Computer Science
- Customer service
- Health insurance
- Dental insurance
13d
Business Analytics Consultant
PNC Financial Services Group —Brecksville, OH
- $63,000 - $105,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Wellness program
- Health savings account
11d
Experienced Financial Advisor - Independent Platform (Ohio)
WealthBridge Financial Group —Akron, OH
- $125,000 - $200,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Hospice Care Consultant
Luminary Hospice —Richfield, OH
- Urgently hiring
- Marketing
- Mid-level
- Ability to lift 50 pounds
- Health insurance
- Dental insurance
Quick Apply
Financial Consultant - Fairlawn, OH
Fidelity Investments —Fairlawn, OH
- Full-time
- Mid-level
- Mentoring
- Experience equivalent to degree accepted
- Tuition reimbursement
Branch Banking - Client Consultant II
Flagstar Bank —Fairlawn, OH
- $17.12 - $26.97 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Disability insurance
- Health insurance
Industry X – Industrial and Automotive Manufacturing Consulting Consultant
Accenture —Akron, OH
- Full-time
- Inventory management
- Engineering
- ERP systems
- Paid holidays
- Disability insurance
Private Wealth Advisor
WealthBridge Financial Group —Bentleyville, OH
- $125,000 - $185,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
IT & Security Consultant (Pre-Sales)
Impact Networking —Independence, OH
- $90,000 - $150,000 a year
- Full-time
- Windows
- US work authorization
- Linux
- Paid parental leave
- Paid holidays
Transformation Specialist - School Turnaround
MGT Impact Solutions, LLC —Cleveland, OH
- School experience
- Doctoral degree
- Education
- Paid parental leave
- Disability insurance
Quick Apply
13d
Leasing Consultant
Goldberg Companies/GCI Residential —Streetsboro, OH
- Weekends as needed
- Office
- Residential
- High school diploma or GED
- Paid holidays
- Dental insurance
Hospice Care Consultant
Bon Secours by Compassus —Seven Hills, OH
- Weekends as needed
- 5 years
- English
- Mid-level
- Tuition reimbursement
Quick Apply
3d

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planning consultant jobs near akron oh

Investment Consultant - Fairlawn, OH

Fidelity Investments -
Fairlawn, OH

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Job Details

Full-time

Qualifications

Customer communication
Series 7
FINRA License
Experience practicing in the securities industry

Full Job Description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Working in our Investor Center, you will develop customized financial plans utilizing a wide range of products, services, and Fidelity’s planning tools. Your good judgment and keen product knowledge will guide you. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. In this role you will work directly with clients to help them make investment decisions that are in their best interest. By skillfully working with Fidelity’s planning and guidance resources, you will present and implement solutions that suit the client’s needs. This will develop a lasting impact on their financial future.

The Expertise and Skills You Bring

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Leverage Fidelity’s guidance tools to facilitate financial planning discussions and recommend solutions that best align with client needs
Use technology to prepare for and conduct efficient one-on-one appointments, maximizing client time and enabling effective follow-up planning
Grow relationships through proactive outreach, seeking to understand clients’ goals and objectives and referring them to wealth management partners based on needs and financial complexity
A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
Comprehensive understanding of various investment solutions and can educate customers on the values and differences of each
Interpersonal skills and ability to grow relationships are exemplary
Will take initiative and exceed expectations
Outstanding communication and consultative skills, and thrives in a fast-paced work environment

The Team

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 built to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to support you in all aspects of your business. You will not fail due to a lack of training or onboarding. You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Series 07 - FINRA, Series 66 - FINRA

Category:

Sales

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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Refine Your Search

planning consultant jobs in akron oh

Investment Consultant - Fairlawn, OH

Consultant - Transmission & Substation Services - Akron FirstEnergy Headquarters

Management Consultant - Asset Management

Associate Clinical Sales Consultant, Specialty Nutrition Systems - Ohio (Columbus, Cleveland)

Child Care Business Success Specialist

Career Pathway Support Network Consultant

Career Pathway Support Network Consultant

Senior Wealth Advisor

Consultant -IT Internal Auditing - FEHQ-Akron / Greensburg Svc Center

Business Analytics Consultant

Experienced Financial Advisor - Independent Platform (Ohio)

Hospice Care Consultant

Financial Consultant - Fairlawn, OH

Branch Banking - Client Consultant II

Industry X – Industrial and Automotive Manufacturing Consulting Consultant

Private Wealth Advisor

IT & Security Consultant (Pre-Sales)

Transformation Specialist - School Turnaround

Leasing Consultant

Hospice Care Consultant

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