Top 42 Implementation consultant Jobs in Greenville Sc

Planning Consultant - Greenville, SC
Fidelity Investments —Greenville, SC
- Full-time
- Mid-level
- Office
- Mentoring
9d
Consultant, CPSI/TruBridge
Ovation Healthcare —Welcome, SC
- Full-time
- Remote
- Mid-level
- Bachelor's degree
- 4 years
Senior EHS Consultant
TRC Companies, Inc. —Greenville, SC
- $90,000 - $145,000 a year
- Full-time
- Background check
- Pass drug screening
- 11+ years
- Paid holidays
- Disability insurance
Revenue Cycle Consultant
Ovation Healthcare —Welcome, SC
- Full-time
- Remote
- Finance
- Bachelor's degree
- Travel
6d
(Associate) Consultant – Strategy & Operations
P3 USA —Greenville, SC
- Full-time
- Engineering
- Travel
- US work authorization
- Paid holidays
- Health insurance
Quick Apply
PMO Consultant - Project Management and Analytics
P3 USA —Greenville, SC
- Full-time
- Mid-level
- Databases
- Travel
- Paid holidays
- Health insurance
Quick Apply
Lead Generation & Digital Marketing Consultant
Pilcher Hamilton —Greer, SC
- Contract
- Hybrid work
- Mid-level
- Organizational skills
- Communication skills
Quick Apply
(Junior) Consultant – Automotive Operations & Supply Chain Management
P3 USA —Greenville, SC
- Full-time
- Spanish
- Engineering
- English
- Paid holidays
- Health insurance
Quick Apply
Sr SharePoint Consultant
ABEL SOLUTIONS LLC —Greenville, SC
- Full-time
- Remote
- Computer science
- Computer Science
- 5 years
Quick Apply
13d
Onsite Business Consultant — Operations, Business Development, & Financial Performance
Cogent Talent Solutions —Greenville, SC
- $130,000 - $165,000 a year
- Full-time
- Driver's License
- Travel
- Conflict management
Quick Apply
2d
Resourcive: AI Practice Lead
Resourcive —Greenville, SC
- $140,000 - $180,000 a year
- Analysis skills
- Senior level
- Paid holidays
- Health insurance
Quick Apply
Senior Outside Sales Consultant (1099) – Merchant Services
Appstar —Greenville, SC
- $125,000 - $300,000 a year
- Senior level
Quick Apply
Consultant - EV Charging Infrastructure & Operations
P3 USA —Greenville, SC
- Full-time
- Engineering
- Travel
- US work authorization
- Paid holidays
- Health insurance
Quick Apply
German Tax Consultant - Steuerberater
RÖDL USA —Greenville, SC
- $90,000 - $150,000 a year
- Writing skills
- English
- Office
- Paid training
- AD&D insurance
D365 F&O Functional Consultant
BlueAngle, LLC —United States
- $90,000 - $110,000 a year
- Full-time
- Background check
- Azure
- CPA
- Health insurance
- Paid time off
Quick Apply
Energy Consultant or Resource Efficiency Manager (REM)
Energy Efficiency & Consulting Services, LLC —United States
- $90,000 - $120,000 a year
- Full-time
- Background check
- 6 years
- Military
- Relocation assistance
- Health insurance
Quick Apply
1d
Physical Therapy Business Coach
Rehab CEOs —United States
- $75,000 - $90,000 a year
- Email
- Remote
- Google Workspace
- Physical & Rehabilitation Medicine
- Clinic experience
- Paid holidays
- Paid time off
Quick Apply
Senior Tax Technology Consultant
CSC (Corporation Service Company) —United States
- $95,784.56 - $108,539.36 a year
- Full-time
- Remote
- Computer Science
- Master's degree
- Bachelor's degree

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Senior SAP Quality Management Consultant
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implementation consultant jobs near greenville sc

Planning Consultant - Greenville, SC

Fidelity Investments -
Greenville, SC

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Job Details

Full-time
9 days ago

Qualifications

Series 66
Series 7
FINRA License
Experience practicing in the securities industry

Full Job Description

Job Description:

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.

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

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:

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

implementation consultant jobs in greenville sc

Planning Consultant - Greenville, SC

Consultant, CPSI/TruBridge

Senior EHS Consultant

Revenue Cycle Consultant

(Associate) Consultant – Strategy & Operations

PMO Consultant - Project Management and Analytics

Lead Generation & Digital Marketing Consultant

(Junior) Consultant – Automotive Operations & Supply Chain Management

Sr SharePoint Consultant

Onsite Business Consultant — Operations, Business Development, & Financial Performance

Resourcive: AI Practice Lead

Senior Outside Sales Consultant (1099) – Merchant Services

Consultant - EV Charging Infrastructure & Operations

German Tax Consultant - Steuerberater

D365 F&O Functional Consultant

Energy Consultant or Resource Efficiency Manager (REM)

Physical Therapy Business Coach

Senior Tax Technology Consultant