financial consultant

Fidelity Investments

<div><h3 class="jobSectionHeader">Job Description:</h3>
This job requires you to live in the Greater Houston, TX area, as you will be working on local client campuses 4-5 days a week.
The Role
The Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning &amp; Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.
Specific responsibilities include:<ul><li>
Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-person</li><li>
Apply the Fidelity Relationship Model during participant interactions</li><li>
Educate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions
</li><li>Conduct ongoing engagement planning with plan sponsors</li><li>
Network with participants hosting lunch and learns, help desk sessions, and by attending benefits fairs</li><li>
Manage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/Partnership</li></ul>
The Expertise and Skills You Bring
<ul><li>3 years of financial services experience required; BA required</li><li>
Series 7 and 66 required (or S63/S65)</li><li>
1-2 years of customer facing experience preferred</li><li>
Life &amp; Annuity Certification optional</li><li>
Demonstrated familiarity with Financial Planning Concepts</li><li>
Demonstrated planning experience preferred</li><li>
Demonstrated ability to independently problem solve/prepare for new challenges</li><li>
Willingness to engage in complex conversations with a clear call to action</li><li>
Ability to achieve mastery of fundamental planning and advice topics across Corporate &amp; Tax-Exempt Market (TEM) clients</li><li>
Willingness to travel (up to 75%)</li></ul>
The Team
The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.<ul><li>
Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.</li><li>
Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide.</li><li>
Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.</li></ul>
Joining WEPA means that you will:<ul><li>
UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors</li><li>
GROW in your skills to deliver more, world-class planning and education experiences for our participants</li><li>
WIN on behalf of our clients, our participants and Fidelity</li></ul>
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&rsquo; money.
Join Us
At Fidelity, you&rsquo;ll find endless opportunities to build a meaningful career that positively impacts peoples&rsquo; 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&rsquo; Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don&rsquo;t need a finance background to succeed at Fidelity&mdash;we offer a range of opportunities for learning so you can build the career you&rsquo;ve always imagined.
We invite you to Find Your Fidelity at fidelitycareers.com<h3 class="jobSectionHeader">
Certifications:</h3>
Series 07 - FINRA, Series 66 - FINRA<h3 class="jobSectionHeader">
Category:</h3>
Sales
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity&rsquo;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.</div>

Workplace Financial Consultant - Houston, TX

The Southwell Co.

<div><div>DEPARTMENT: SOUTHWELL ENT
</div><div>F ACILITY: Tift Regional Medical Center
</div><div>WORK TYPE: Full Time
</div><div>S HIFT: Daytime 
</div><div></div><div>SUMMARY:
</div><div>The Office Specialist/Patient Financial Consultant is responsible for coordinating all communications within the clinic and handling administrative and financial processes to support daily operations. This includes transcribing physician orders, registering patients, staying up to date on insurance requirements, and collecting payments for surgeries and procedures. The Office Specialist/Patient Financial Consultant works closely with Patient Access at the hospital to ensure compliance with current registration guidelines and provides excellent customer service to patients, families, visitors, physicians, coworkers, and other medical and non-medical personnel. This position reports directly to the Practice Manager. 
</div><div></div><div>RESPONSIBILITIES:
</div><div>* Correctly Transcribes physician&rsquo;s orders into mainframe using appropriate forms.
 
<ul><li>Coordinates scheduling, needed follow-ups, and referrals for patients.
</li><li>Demonstrates the ability to handle confidential information with discretion for the patient, family, and/or co-worker.
</li><li>Assist in answering incoming phone calls by providing information or assistance to patients, referring physician offices, and other callers; transfers calls to the appropriate personnel or takes accurate messages as needed.
</li><li>Performs general clerical duties such as filing, mailing, faxing and copying.
</li><li>Assist in ordering office and medical supplies as requested.
</li><li>Maintains current knowledge of hospital and department policies and procedures.
</li><li>Receives payments from patients and issues receipts accurately.
</li><li>Keeps abreast of pertinent federal, and state regulations and laws and Tift Regional Health System, Inc. (&ldquo;TRHS&rdquo;) policies as they presently exist and as they change or are modified.
</li><li>Understands and adheres to: TRHS&rsquo; compliance standards as they appear in TRHS&rsquo;s Corporate Compliance Policy, Code of Conduct and Conflict of Interest Policy; and HIPAA and TRHS policies regarding privacy and security of protected health information.
</li><li>Demonstrates the ability to perform tasks that meet the age-specific requirements of the persons, patients, vendors, and staff that the employee is charged to interact with as required by the position.
</li><li>Offers suggestions on ways to improve operations of department and reduce costs.
</li><li>Attends all mandatory education programs.
</li><li>Improves self-knowledge through voluntarily attending continuing education/certification classes.
</li><li>Maintains required competency levels as identified in written exams, skills checklists, skills labs, annual safety and health requirements as well as service excellence education hours requirements.
</li><li>Cross-trains in order to better assist co-workers and to provide maximum efficiency in the department.
</li><li>Volunteers/participates on hospital committees, functions, and department projects.
</li><li>Manages resources effectively.
</li><li>Reports equipment in need of repair in order to extend life of equipment and removes malfunctioning equipment out of service with timely reporting to the appropriate personnel.
</li><li>Makes good use of time so as to not create needless overtime.
</li><li>Collects and records payments for surgeries and procedures in accordance with established protocols.
</li><li>Verifies patient insurance eligibility and benefits prior to scheduled appointments or procedures.
</li><li>Ensures all required authorizations and referrals are obtained and documented in the patient record.
</li><li>Assists in resolving patient billing questions or concerns, providing clear explanations of charges and payment options.
</li><li>Coordinates with Patient Access and Revenue Cycle teams to address registration or billing discrepancies.
</li><li>Supports front office workflow efficiency by identifying process improvements or gaps in communication.
</li><li>Participates in departmental meetings and contribute to efforts to improve patient satisfaction. 
</li></ul></div><div></div><div>EDUCATION:
</div><div>* High School Diploma or Equivalent 
 
</div><div></div><div>OTHER INFORMATION:
</div><div>One year of hospital or physician experience, preferred. Certified Nursing Assistant or Medical Assistant diploma, preferred.</div> 
 <div></div> 
<div>Southwell/Tift Regional Health System, Inc. is an Equal Opportunity Employer.</div></div><div></div>

Office Specialist/Patient Financial Consultant

Aswaar Consulting DMCC

Overview:We are seeking a qualified Chartered Accountant (CA) to join our team as a Financial Consultant with strong experience in finance system migration and transformation projects. The role involves supporting end-to-end migration of financial systems, ensuring data accuracy, process alignment, and compliance with accounting and regulatory standards.Key Responsibilities:&middot; Lead and support financial system migration projects (e.g., ERP implementation, upgrades, or transitions).&middot; Analyze existing finance processes and map them to the target system.&middot; Perform data validation, reconciliation, and migration testing to ensure accuracy and completeness.&middot; Support configuration of finance modules such as GL, AP, AR, Fixed Assets, Inventory, and Reporting.&middot; Ensure compliance with IFRS, local regulations, and internal control requirements during migration.&middot; Prepare migration documentation including functional specs, process flows, and user manuals.&middot; Coordinate with IT, external vendors, and business stakeholders to resolve system and data issues.&middot; Support UAT, go-live activities, and post-implementation stabilization.&middot; Provide training and functional support to finance users after migration.Qualifications and Key Requirements:&middot; Qualified Chartered Accountant (CA).&middot; 3&ndash;5 years of relevant experience in financial consulting, ERP implementation, or system migration projects.&middot; Hands-on experience in finance system/ERP migration (e.g., SAP, Oracle, Microsoft Dynamics, NetSuite, or similar).&middot; Strong knowledge of financial accounting, reporting, and reconciliations, budgeting, Month end closure.&middot; Experience with data migration, validation, and controls testing.&middot; Good understanding of IFRS and internal control frameworks.&middot; Strong analytical, documentation, and problem-solving skills.&middot; Excellent communication skills with the ability to work with cross-functional teams.Salary and Benefits:&middot; Salary between , depending on your interview and experience.&middot; Opportunities for professional development and growth&middot; A collaborative and supportive work environmentKindly note that only shortlisted candidates will be contacted for an interview.Job Type: Full-timePay: AED10,000.00 - AED12,000.00 per monthApplication Question(s):<ul><li>Do you have experience in System Migration</li></ul>Experience:<ul><li>Post qualification : 3 years (Preferred)</li><li>SAP erp: 1 year (Preferred)</li></ul>License/Certification:<ul><li>CA/CPA/ACCA (Preferred)</li></ul>Work Location: In person

Financial Consultant – System Migration (Qualified CA)

Tasheel Law Firm

Job Title: Senior Oracle EBS Financial Consultant with SCM ExpertisePosition SummarySeeking a highly skilled and experienced Senior Oracle E-Business Suite (EBS) Financial Functional Consultant with extensive Supply Chain Management (SCM) knowledge. The ideal candidate will play a senior consultative role in the implementation, configuration, integration, and support of Oracle EBS R12 Financials and SCM modules, collaborating closely with business stakeholders to ensure cohesive financial and supply chain processes. Expertise should include core financial modules (GL, AP, AR, FA, CM) and key SCM modules (Inventory, Procurement, Order Management).Key ResponsibilitiesBusiness Analysis &amp; Solution Design<ul><li>Lead discussions with business stakeholders to gather, analyze, and document financial and SCM requirements.</li><li>Perform gap analysis and provide recommendations across finance and supply chain domains for process improvement.</li><li>Design end-to-end solutions optimizing integration between financial and SCM modules.</li></ul>Implementation &amp; Configuration<ul><li>Lead or support Oracle EBS R12 Financial module implementations: General Ledger (GL), Accounts Payable (AP), Accounts Receivable (AR), Fixed Assets (FA), Cash Management (CM), Purchasing (PO), Payments.</li><li>Implement, configure, and support SCM modules: Purchasing, Inventory, Order Management, and Procurement.</li><li>Set up and configure P2P (Procure-to-Pay), O2C (Order-to-Cash), Inventory Management, and Manufacturing flows.</li></ul>Testing &amp; Documentation<ul><li>Develop and execute comprehensive test plans for both financial and SCM modules.</li><li>Prepare clear documentation, including process flows, user guides, and test scripts, for all implemented modules.</li></ul>Support, Troubleshooting &amp; Optimization<ul><li>Provide expert post-implementation support for finance and supply chain users.</li><li>Troubleshoot and resolve functional issues across financial and SCM transaction flows.</li><li>Deliver continuous process optimization and system enhancements, ensuring system integrity and compliance.</li></ul>Training &amp; Knowledge Transfer<ul><li>Conduct end-user and super-user training sessions across both financial and SCM domains.</li><li>Prepare and deliver training materials for all related modules and integrations.</li></ul>Leadership, Collaboration &amp; Project Management<ul><li>Collaborate with technical teams, other functional consultants, and project managers to drive project delivery.</li><li>Provide senior functional leadership and mentorship within project teams.</li></ul>Required Skills &amp; Experience<ul><li>6+ years hands-on experience with Oracle EBS R12 Financial and SCM modules implementation and support.</li><li>Deep functional knowledge of GL, AP, AR, FA, CM, PO (Finance) and Inventory, Procurement, and Order Management (SCM).</li><li>Solid understanding of financial and supply chain integration points, such as P2P and O2C cycles.</li><li>Practical experience with multi-entity, multi-currency, tax configuration, and supply chain best practices within Oracle EBS.</li><li>Demonstrated ability to support testing, troubleshooting, upgrades, and patching for both domains.</li></ul>Additional Desirable Skills<ul><li>Oracle EBS/Fusion Financials or SCM certifications are highly regarded.</li><li>Strong SQL, and basic technical troubleshooting skills are preferred.</li><li>Prior exposure to Construction industry processes is a plus.</li></ul>Soft Skills<ul><li>Outstanding analytical, problem-solving, and communication skills.</li><li>Ability to work effectively with business and technical stakeholders.</li><li>Self-motivated, proactive, and capable of managing multiple priorities.</li></ul>This revision aligns with best practices for hybrid finance + SCM roles in Oracle EBS environments, based on current industry job descriptions and requirements.Job Type: Full-time

Senior Oracle EBS Financial Consultant with SCM Expertise

Sunward

<div>Description:

Job Summary:
This role is a front-line member facing position that handles daily financial transactions, analyzes member&rsquo;s needs, performs consultative selling for our financial products, and ensures a smooth onboarding and membership experience. Support the credit union&rsquo;s mission, vision, and service standard. The role requires a high degree of integrity, compliance with regulatory standards, and a strong focus on delivering exceptional member service.
Essential Job Duties:
Teller Duties<ul><li>
Processes member transactions accurately and efficiently, including deposits, withdrawals, loan payments, and check cashing</li><li>
Processes various transactions and answer member account inquiries. Post transactions to member&rsquo;s account and maintain member records.</li><li>
Balances cash drawers at the beginning and end of shifts to ensure accuracy</li><li>
Balances cash drawer and other transactions correctly and according to standard operating procedures</li><li>
Issues cashier's checks, money orders, and bank drafts</li><li>
Verifies and reconcile daily transactions to maintain accurate records</li><li>
Proactively educates members of our products and services</li></ul>
Member Service Duties:<ul><li>
Resolves any issues and problems faced by members, providing timely and regular updates.</li><li>
Maintains a high level of professionalism and confidentiality in all member interactions.</li><li>
Assists members with the following:</li><li>
Deposit Accounts: Opening, closing, maintaining accounts and certificate of deposit.</li><li>
Monetary Transactions: Share draft orders, stop payments, statement copies, check deposits, and cash deposits/withdrawals.</li><li>
Deposit Services: Safe deposit boxes, direct deposits and payroll distributions, ATM/check card orders, pin numbers, and notary services.</li><li>
Loans: Credit card, loans, and bill payments</li><li>
Business Accounts- Open DBA, sole- Proprietor, LLC&rsquo;s and Corporations.
</li><li>IRA and Fiduciary transactions</li><li>
Upholds the Credit Union&rsquo;s compliance with the Bank Secrecy Act (BSA), which includes compliance with the Customer Identification Program and anti-money laundering policies and procedures.</li><li>
Reports unusual or suspicious activity in writing to the Risk, Legal and Compliance Department.</li><li>
Complete Currency Transaction Reports (CTRs) and submit them to the designated internal department for quality control in a proper and timely manner.</li><li>
Ensures all member interactions and transactions are conducted with integrity and in compliance with applicable laws and regulations.</li><li>
Performs other duties as assigned.</li></ul>
Financial Sales Duties:<ul><li>
Develops and maintains strong relationships with members, understanding their needs and providing tailored financial products and solutions.</li><li>
Engages with members to understand their financial situations and short-term and long-term financial objectives.</li><li>
Performs consultative selling to offer personalized products to members to help them achieve their financial goals.</li><li>
Collaborates with other departments, such as Investment Services, Consumer Lending, Mortgage and Business lending, to provide comprehensive financial guidance.</li><li>
Promotes financial products and services that are suitable for members based on their needs.</li><li>
Identifies opportunities for account and membership growth and cross-selling additional products or services.</li><li>
 Maintains knowledge around products and services offered.</li></ul>
Requirements:

Required Skills/Abilities:<ul><li>
Excellent interpersonal and communication skills</li><li>
Excellent organizational skills and attention to detail.</li><li>
Strong proficiency with Microsoft Office applications. Familiar and comfortable with information technology, particularly digital means of communication.</li><li>
Strong verbal/written communication skills</li><li>
Adaptability and willingness to learn new skills and technologies</li><li>
Ability to manage multiple tasks and prioritize effectively in a fast-paced environment</li></ul>
Knowledge:<ul><li>
Ability to become thoroughly knowledgeable of Credit Union products and services, features, and benefits.</li></ul>
Education and Experience:<ul><li>
Minimum one year of customer service or client-facing experience, preferably in a financial services, retail, or hospitality environment.</li><li>
Minimum high school diploma, or more than one year of related experience.</li></ul>
Physical Requirements:
Prolonged periods of sitting at a desk and working on a computer.
Needs to be flexible with schedule to meet the needs of the organization and membership.
Must be able to lift 20 pounds at times.</div>

Financial Services Consultant 1

Guidehouse

<div>Job Family:
Finance &amp; Accounting Consulting 
Travel Required:
None 
Clearance Required:
Active Secret
What You Will Do:
Our Department of War (DOW) Financial Management Consultants help federal clients optimize the operations of their finance organization, including supporting the audit readiness, accounting, logistics, property management, civilian pay, and procurement. Supports audit remediation activities, such as developing/updating process documentation, Standard Operating Procedures, and developing/implementing corrective action plans to address findings. Performs recurring testing, such as testing internal controls, designing and executing Managers Internal Controls Programs (A-123). Provides targeted area support based on Component (e.g., performing root cause analysis for journal vouchers and FBWT variances, conducting PP&amp;E audit remediation, etc.). Applies federal accounting, financial management, and audit knowledge/expertise when assisting with the development of solutions and providing recommendations to client.
This project team supports a Department of War (DOW) entity,and works across its multiple systems and processes. The individual would learn about the Federal accounting and audit processes, working with other component office teams and the headquarters team to trace and document auditability from the financial statement to the operational functions. The candidate would be expected to build an understanding of accounting and financial processes and will be responsible for handling large volumes of data in excel, financial systems, or other databases. The candidate would need to be adaptable to learn Federal audit standards, DOW processes, and internal controls standards, which will be applied to document, recommend process improvement and implement process improvements to reach audit readiness. 
What You Will Need:<ul><li>
An ACTIVE and MAINTAINED SECRET Federal or DoD security clearance.</li><li>
Bachelor&rsquo;s degree in Accounting, Finance, Data Analytics, Business or related business field</li><li>
TWO (2) or more years of relevant experience in financial, auditing, accounting or business (YOE will determine level of potential hire)</li></ul> 
What Would Be Nice To Have:<ul><li>
Advanced Degree</li><li>
FIVE (5) or more years of relevant experience in financial, auditing, accounting or business (YOE will determine level of potential hire)</li><li>
Interest in obtaining CPA, CGFM or related credential</li><li>
DOD experience, financial, systems, audit, and/or operational process understanding</li><li>
Performing financial statement audits, audit readiness services or audit remediation and sustainment services within DoD or another Federal Government agency or department.</li></ul>
The annual salary range for this position is $89,000.00-$148,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs. 
What We Offer:
Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace.
Benefits include:<ul><li>
Medical, Rx, Dental &amp; Vision Insurance</li><li>
Personal and Family Sick Time &amp; Company Paid Holidays</li><li>
Position may be eligible for a discretionary variable incentive bonus</li><li>
Parental Leave and Adoption Assistance</li><li>
401(k) Retirement Plan</li><li>
Basic Life &amp; Supplemental Life</li><li>
Health Savings Account, Dental/Vision &amp; Dependent Care Flexible Spending Accounts</li><li>
Short-Term &amp; Long-Term Disability</li><li>
Student Loan PayDown</li><li>
Tuition Reimbursement, Personal Development &amp; Learning Opportunities</li><li>
Skills Development &amp; Certifications</li><li>
Employee Referral Program</li><li>
Corporate Sponsored Events &amp; Community Outreach</li><li>
Emergency Back-Up Childcare Program</li><li>
Mobility Stipend</li></ul>
About Guidehouse
Guidehouse is an Equal Opportunity Employer&ndash;Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation.
Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco.
If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at 1-571-633-1711 or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation.
All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or guidehouse@myworkday.com. Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process.
If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse&rsquo;s Ethics Hotline. If you want to check the validity of correspondence you have received, please contact recruiting@guidehouse.com. Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant&rsquo;s dealings with unauthorized third parties.
Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.</div>

Department of War (DOW) Financial Management Consultant

<div><h3 class="jobSectionHeader">Job Description:</h3><h3 class="jobSectionHeader">
Planning Consultant</h3>
Through your integrity and adherence to Fidelity&rsquo;s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.
As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client&rsquo;s unique planning needs.
The Expertise We&rsquo;re Looking For<ul><li>
FINRA Series 7 &amp; 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire</li></ul><ul><li>
Minimum 2 years of financial services or relevant experience</li><li>
Attainment of CFP&reg; Certification is highly encouraged</li></ul>
The Purpose of Your Role
The Planning Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity. This role expands upon the planning capabilities available to engage Fidelity&rsquo;s most valuable clients. In addition to the primarily role of conducting financial planning interactions, you will support the overall client relationship by using innovative technologies, such as Glance, to maximize efficiencies for clients. You will be in complete alignment with Fidelity&rsquo;s firm wide initiatives that will give you the opportunity to positively influence clients&rsquo; financial plans. You will see your impact on the business and have rewarding interactions with clients every single day!
The Skills You Bring<ul><li>
Remarkable understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>
Ability to profile to understand planning needs and identify appropriate solutions</li><li>
You have a vested interest in building relationships and being an advocate for clients</li><li>
You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>
Comfort making outbound calls to further educate clients and uncover opportunities</li></ul>
Note: Fidelity will not provide immigration sponsorship for this position.
Our Investments in You
We believe it is important to approach life holistically. Fidelity&rsquo;s greatest advantage is our people so our benefit programs(opens in a new tab) are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:
<ul><li>We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements
</li><li>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments(opens in a new tab)
</li><li>Click here for a story about how we are helping our employee&rsquo;s payback their student loan debt(opens in a new tab)
</li></ul>The Value You Deliver<ul><li>
Conducting joint appointments with clients, focused on consultations through Fidelity&rsquo;s guidance offering</li><li>
Educating and planning with clients to uncover opportunities that will lead to the client&rsquo;s success</li><li>
Creating and maintaining an organized client contact strategy, including engaging business partners and using tools such as Salesforce</li><li>
Building long-lasting, meaningful relationships with clients</li><li>
Mentoring and supporting the success of your peers</li></ul>
How Your Work Impacts the Organization
Through your knowledge of financial planning 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 complex planning opportunities in which you&rsquo;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!<h3 class="jobSectionHeader">
Certifications:</h3>
Certified Financial Planner &reg; / CFP-&reg; - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3 class="jobSectionHeader">
Category:</h3>
Relationship Management
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity&rsquo;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.</div>

Planning Consultant - Houston, TX (Highland Village)

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