Top 24 Planning consultant Jobs in Flint, Mi

Planning Consultant - Grand Blanc, MI
Fidelity Investments —Grand Blanc, MI
- Full-time
- Mid-level
- Office
- Mentoring
Instructional Consultant for General Education Students K-12
Michigan Association of School Boards —Genesee, MI
- $51,373 - $90,934 a year
- Full-time
- Teaching Certification
- Mid-level
- 3 years
- Disability insurance
- Health insurance
Behavior Consultant
Michigan Association of School Boards —Genesee, MI
- $46,600 - $90,934 a year
- Full-time
- School experience
- Master of Social Work
- Experience working with individuals with disabilities
- Disability insurance
- Health insurance
Teacher Consultant for the Visually Impaired
Michigan Association of School Boards —Genesee, MI
- $52,361 - $92,683 a year
- Full-time
- Teaching Certification
- Mid-level
- 3 years
- Disability insurance
- Health insurance
Branch Banking Client Consultant II
Flagstar Bank —Fenton, MI
- $17.12 - $26.97 an hour
- Full-time
- Mid-level
- High school diploma or GED
- Mentoring
- Disability insurance
- Health insurance
Hospice Care Consultant
Compassus —Grand Blanc, MI
- Weekends as needed
- 5 years
- English
- Mid-level
- Tuition reimbursement
Quick Apply
Cultural Resources Principal Consultant
CTC Technology & Energy —United States
- $85,000 - $150,000 a year
- Full-time
- Remote
- Customer service
- Data analysis skills
- Research
Quick Apply
Senior Data Engineer Consultant (AI-Forward, Kafka + Databricks)
Proactive Logic Consulting Inc —United States
- $75 - $105 an hour
- Contract
- Remote
- DevOps
- HIPAA
- SQL
Quick Apply

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Planning Consultant - Grand Blanc, MI

Fidelity Investments -
Grand Blanc, MI

Apply Now

Job Details

Full-time

Qualifications

FINRA
Series 7
FINRA License
Experience practicing in the securities industry
Conducting sales calls

Full Job Description

Job Description:

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

The Role

As a Planning Consultant, you will offer world-class planning experiences and find opportunities to strengthen client relationships through asset consolidation, referrals, and plan implementation. You will develop an engagement strategy that meets each client’s planning needs. Through 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.

The Planning Consultant conducts joint client appointments and is passionate about delivering personalized financial consultations through Fidelity’s offerings. Through education and personalized planning, the role helps identify opportunities that support clients' long-term financial success. You will be creating and maintaining an organized client contact strategy, engaging business partners and using tools such as Salesforce, as well as building long-lasting, meaningful relationships with clients. Additionally, the role promotes a collaborative environment by mentoring and supporting fellow associates.

The Expertise and Skills You Bring

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Minimum 2 years of financial services or relevant experience
Attainment of CFP® Certification is highly encouraged
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
Vested interest in building relationships and being an advocate for clients
Motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals
Comfortable making outbound calls to further educate clients and uncover opportunities

The Team

The Planning Consultant works alongside the Financial Consultant or Wealth Planner to deliver financial planning support. This role expands upon the planning capabilities available to engage Fidelity’s most valuable clients. In addition to the primary responsibility of conducting financial planning interactions, the role supports the overall client relationship by leveraging innovative technologies, such as Glance, to enhance the client experience. 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 exciting interactions with clients every single day. Through your knowledge of financial planning and your ability to form 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.

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 63 - FINRA

Category:

Relationship Management

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.

Apply Now

Refine Your Search

planning consultant jobs in flint, mi

Planning Consultant - Grand Blanc, MI

Instructional Consultant for General Education Students K-12

Behavior Consultant

Teacher Consultant for the Visually Impaired

Branch Banking Client Consultant II

Hospice Care Consultant

Cultural Resources Principal Consultant

Senior Data Engineer Consultant (AI-Forward, Kafka + Databricks)