Top 462 Planning consultant Jobs in Los Angeles, Ca

Planning Consultant - Santa Monica, CA
Fidelity Investments —Santa Monica, CA
- $66,000 - $125,000 a year
- Full-time
- Mid-level
- Office
- Mentoring
- Loan repayment program
- Health insurance
2d
Planning Consultant- Seal Beach, CA
Fidelity Investments —Seal Beach, CA
- $66,000 - $125,000 a year
- Full-time
- Mid-level
- Office
- Mentoring
- Loan repayment program
- Health insurance
Employee Assistance Counselor/Consultant
California Institute of Technology —Pasadena, CA
- $41 - $53 an hour
- Part-time
- LMFT
- Spanish
- Microsoft Excel
- Paid holidays
- Health insurance
Employee Relations Consultant
California Institute of Technology —Pasadena, CA
- $129,800 - $135,000 a year
- Full-time
- Spanish
- 5 years
- English
- Paid holidays
- Health insurance
Consultant - West Region
CCS Fundraising —Los Angeles, CA
- $65,000 - $120,000 a year
- Full-time
- Computer literacy
- Writing skills
- Public speaking
Associate Talent & Growth Consultant
Disney Entertainment Television —Burbank, CA
- $71,700 - $87,500 a year
- Microsoft Excel
- Mid-level
- Continuous improvement
12d
Compensation Consultant - Part-Time / West Coast (PST)
Veracyte —Los Angeles, CA
- $65 - $75 an hour
- Overtime
- Remote
- Microsoft Excel
- 5 years
- Mid-level
Quick Apply
6d
VP, Regional Planning Consultant- Brea/ Torrance, CA
Fidelity Investments —Torrance, CA
- $118,000 - $226,000 a year
- Full-time
- Salesforce
- Public speaking
- Office
- Loan repayment program
- Health insurance
Workday Adaptive Planning Sr Consultant
Deloitte —Los Angeles, CA
- $116,000 - $229,100 a year
- Full-time
- Up to 50% travel
- ERP systems
- 3 years
Computer Services Consultant II
USC —Los Angeles, CA
- $38.93 - $43.34 an hour
- Full-time
- Customer service
- Mid-level
- University
Senior Oracle Fusion Cloud ERP Finance Functional Consultant
Intueor Consulting, Inc. —Long Beach, CA
- $165,000 - $215,000 a year
- Full-time
- Hybrid work
- Background check
- Oracle
- CPA
- Health insurance
- Dental insurance
Quick Apply
4d
Per Diem Lactation Consultant - Ronald Reagan and Santa Monica
UCLA Health —Santa Monica, CA
- $32.95 - $70.91 an hour
- Per diem
- Float pool
- BLS Certification
- Inpatient
1d
Small Business Counselor (Bilingual Korean)
Koreatown Youth & Community Center —Los Angeles, CA
- $26 - $30 an hour
- Weekends as needed
- Background check
- Spanish
- Current TB test
- Health insurance
- Dental insurance
Quick Apply
12d
Actuarial Consultant - AI Trainer
DataAnnotation —Los Angeles, CA
- $50 - $100 an hour
- Part-time
- Remote
- English
- Master's degree
- Doctor of Philosophy
Quick Apply
Sales and Design Consultant (full-time)
Ernesta —Santa Monica, CA
- $20 - $30 an hour
- Weekends as needed
- Google Workspace
- Mid-level
- Bachelor's degree
Quick Apply
Insurance and Investment Consultant
New York Life & NYLife Securities LLC —Glendale, CA
- $75,000 - $250,000 a year
- Full-time
- Hybrid work
- Background check
- Hospitality
- Sales
- Health insurance
- Dental insurance
Quick Apply
11d
Consultant - Corporate Finance - Turnaround & Restructuring
Berkeley Research Group, LLC —Los Angeles, CA
- $90,000 - $160,000 a year
- Full-time
- Microsoft Word
- CPA
- Mid-level
11d
Leasing Consultant/Assistant Manager
Dynamic Properties —Los Angeles, CA
- $30 - $34 an hour
- 8 hour shift
- Bilingual
- Background check
- Sales
- Health insurance
- Dental insurance
Quick Apply
Nurse Practitioner, Inpatient Integrative Medicine Consult Service (Founding Role)
Andrew Shubov, M.D., A Professional Corporation —Los Angeles, CA
- $185,000 - $220,000 a year
- Full-time
- RN License
- Hospital
- BLS Certification
- Health savings account
- Health insurance
Quick Apply
12d
Procurement Consultant
Robert Half —Los Angeles, CA
- $70 - $80 an hour
- Temporary
- 7 years
- Analysis skills
- US work authorization
- Disability insurance
- Dental insurance
Quick Apply

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Planning Consultant - Santa Monica, CA

Fidelity Investments -
Santa Monica, CA

Apply Now

Job Details

Full-time
$66,000 - $125,000 a year
2 days ago

Benefits

Loan repayment program
Health insurance
Tuition reimbursement
Paid time off
Parental leave

Qualifications

Series 66
Series 7
FINRA License
Financial services
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.

The base salary range for this position is $66,000-125,000 USD per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

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.

Certifications:

Series 07 - FINRA, Series 66 - FINRA

Refine Your Search

planning consultant jobs in los angeles, ca

Planning Consultant - Santa Monica, CA

Planning Consultant- Seal Beach, CA

Employee Assistance Counselor/Consultant

Employee Relations Consultant

Consultant - West Region

Associate Talent & Growth Consultant

Compensation Consultant - Part-Time / West Coast (PST)

VP, Regional Planning Consultant- Brea/ Torrance, CA

Workday Adaptive Planning Sr Consultant

Computer Services Consultant II

Senior Oracle Fusion Cloud ERP Finance Functional Consultant

Per Diem Lactation Consultant - Ronald Reagan and Santa Monica

Small Business Counselor (Bilingual Korean)

Actuarial Consultant - AI Trainer

Sales and Design Consultant (full-time)

Insurance and Investment Consultant

Consultant - Corporate Finance - Turnaround & Restructuring

Leasing Consultant/Assistant Manager

Nurse Practitioner, Inpatient Integrative Medicine Consult Service (Founding Role)

Procurement Consultant

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