financial planner

PetSmart

<div><b>About the Team<br>
</b><br>
<br>
<div>The <b>Supply Chain </b>team focuses on keeping things moving across all aspects of our business. They make an impact by ensuring our products get from the vendors to the DCs to the stores in the most efficient and timely way. Their goal is to improve each step within the process, so we have the right product at the right place at the right time for our pet parents.<br>
</div><br>
<b>About the Location<br>
</b><br>
<br>
<div><b>Collaborative Work Environment:
</b><br>
At PetSmart, teamwork and connection are core to how we thrive. This role is based at our Phoenix Home Office, with an expectation of working a minimum of four days in the office each week. In a standard work week, associates may work up to one remote &ldquo;flex day&rdquo; (with leader approval). Our hybrid approach is designed to foster strong collaboration while also supporting flexibility and individual success.<br>
</div><br>
<div></div><b>About the Job<br>
</b><br>
<br>
<div><b>Job Summary:
</b></div><div>We are currently seeking a detail-oriented and analytical Supply Chain Financial Planner to join our dynamic team. The Supply Chain Financial Planner will be responsible for developing and managing financial plans, analyzing costs, and providing valuable insights to optimize the financial performance of our supply chain operations. The ideal candidate will have a strong background in financial analysis, supply chain management, and a proactive approach to problem-solving.<br>
</div><div></div><div><b>Key Responsibilities:
</b></div><div>Financial Planning:
</div><ul><li>Develop, implement, and maintain comprehensive financial plans for the supply chain, aligning with organizational goals and objectives.
</li><li>Collaborate with cross-functional teams to gather relevant data and insights for accurate financial forecasting.
</li></ul><div>Budgeting and Forecasting:
</div><ul><li>Assist in the development of supply chain budgets, working closely with finance and operational teams to establish realistic financial targets.
</li><li>Conduct regular forecasting exercises to assess performance against budget and identify areas for improvement.
</li></ul><div>Cost Analysis and Optimization:
</div><ul><li>Analyze supply chain costs and identify opportunities for optimization while maintaining operational efficiency.
</li><li>Collaborate with procurement and operational teams to implement cost-saving initiatives and monitor their impact on financial performance.
</li></ul><div>Financial Reporting:
</div><ul><li>Generate and deliver regular financial reports, highlighting key performance indicators (KPIs) and providing insights into supply chain financial performance.
</li><li>Ensure the accuracy and completeness of financial reporting to support decision-making processes.
</li></ul><div>Cross-Functional Collaboration:
</div><ul><li>Work closely with supply chain, logistics, and finance teams to ensure financial plans align with operational objectives.
</li><li>Provide financial insights to support collaborative decision-making and optimize overall supply chain performance.
</li></ul><div><b>Qualifications:
</b></div><ul><li>Bachelor's degree in Finance, Business, Supply Chain Management, or a related field.
</li><li>3+ years of experience in financial planning and analysis, preferably within the supply chain, logistics, or manufacturing industry.
</li><li>Strong analytical skills with proficiency in financial modeling and data analysis tools.
</li><li>Excellent communication skills with the ability to convey financial information to both finance and non-finance stakeholders.
</li><li>Detail-oriented and proactive mindset, with a focus on continuous improvement.
</li></ul><div>If you are a motivated and analytical professional with a passion for supply chain financial planning, we invite you to apply for this exciting opportunity. Join our team and contribute to the success of our organization by optimizing financial performance within the supply chain.<br>
</div><br>
<b>Additional Job Considerations<br>
</b><br>
<br>
<ul><li>This role requires collaboration, teamwork, and face-to-face interaction with colleagues, leaders, and/or clients.
</li><li>Being in the office ensures access to leaders, cross-functional partners, and resources necessary to make timely decisions and drive results.
</li><li>On-site presence in accordance with our FlexSmart policy supports our culture of innovation, mentorship, and engagement, which is integral to our success in developing the best team.
</li></ul><div>* <i>This is not intended to be an all-inclusive, exhaustive list of all essential job functions for this position. PetSmart retains the right to change or assign other required job duties to this position.<br>
</i></div><br>
<b>About the Culture<br>
</b><br>
<br>
<p>At PetSmart, Anything for Pets begins with our people. Every associate plays a vital role in creating meaningful experiences for pets and their families, and we empower our teams with the tools, resources, and opportunities to grow and succeed.<br>
</p><p></p><p>We&rsquo;re more than a workplace, we&rsquo;re Team PetSmart. Together, we grow, collaborate, and challenge ourselves to be the best in all we do. Our culture is built on belonging and shared purpose, where every voice and experience matters. Guided by our values, we strive to do what&rsquo;s right, lead responsibly, and bring our passion for pets to life every day. Not sure if you meet 100% of the position requirements and whether you should apply? We&rsquo;d still like to hear from you and encourage you to apply with us! You might be the right fit for this role or another opportunity across Team PetSmart.<br>
</p><p></p><p>Our home office offers outstanding amenities in a fun and rewarding workplace including:
</p><ul><li><b>Pet-friendly environment </b>, bring your pets to work and enjoy the on-site dog park!
</li><li><b>On-Site Events &amp; Adoptions </b>, enjoy community-building opportunities, including pet adoption days, seasonal celebrations, family events, art events, &amp; holiday festivals
</li><li><b>&ldquo;Top Dog&rdquo; gym </b>with equipment, fitness classes, massage therapists, personal trainers, and wellness spaces
</li><li><b>&ldquo;Sit &amp; Stay&rdquo; Caf&eacute; </b>serving fresh breakfast and lunch options, snacks, &amp; more
</li><li>&ldquo; <b>Lil Paws&rdquo; NAEYC-accredited onsite childcare </b>facility providing high-quality early education
</li><li><b>Paid Volunteer Opportunities </b>to spend time doing good for causes close to heart
</li><li><b>Print Center and Business Services </b>, Dry Cleaning, Mother's Rooms, Sustainable Infrastructure &amp; more
</li></ul><p>PetSmart provides an equal opportunity for all associates and job applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other legally protected characteristics.</p></div>

Supply Chain Financial Planner

360 Degree Consulting

<p><b>Position Summary:</b><br/>The Planner will be responsible for the complete financial management of assigned area of responsibility, including the creation of financial and merchandise plans, actualization of results, and a keen ability to identify, communicate, and implement strategic business opportunities at the division, category, and season code levels. The Planner will forecast sales, markdowns, and inventory levels on a regular basis and identify risks to the business and develop action plans in cooperation with their merchandising partner to mitigate risks profitably.</p><p><b>Key Accountabilities:</b></p><ul><li>Create monthly financial plans at division and category level for fiscal time periods.</li><li>Reforecast sales, gross margin, and inventory for fiscal time periods.</li><li>Recap end of season performance at division, category, season, and style levels for merchandise buy period.</li><li>Conduct basic stock replenishment (order quantity by style, color, and size).</li><li>Key item planning for all basic styles (sales, margin, inventory).</li><li>Conduct daily, monthly, quarterly, and seasonal sales reporting.</li><li>Manage inventory flow on fashion receipts.</li><li>Develop size curve and pre-pack definitions.</li><li>Partner with merchant to support the buy process.</li></ul><p><b>Education and Experience:</b></p><ul><li>Bachelor&rsquo;s degree</li><li>3+ years of experience in retail planning and analysis</li></ul><p>Work Location: In person</p>

Merchandise Planner

Forvis Mazars

<div><div><div><div>Requisition Number2236408</div></div></div><div><div><div><div><b>
Description &amp; Requirements</b>
<br>
<br>
Forvis Mazars Wealth Advisors delivers personalized financial strategies for high-net-worth individuals, families, and institutions. Taking a holistic approach, we align near-term needs with long-term goals to create clarity and confidence. Our integrated professionals simplify financial complexities, crafting tailored plans and adaptive investment strategies rooted in each client's values and vision for the future.
<br>
<br>
<b>What You Will Do:<br>
</b><br>
<br>
<ul><li>Supporting a Wealth Management team of advisors serving affluent families
</li><li>Assisting families in creating comprehensive wealth management strategies including:</li>
<li><ul><li>Financial Planning
</li><li>Retirement Planning
</li><li>Investment Management</li>
<li>Education Planning
</li><li>Estate &amp; Legacy Planning
</li><li>Survivor Assistance
</li></ul></li><li>Develop/maintain in-depth expertise and global knowledge of wealth management services.
</li><li>Actively support business development activities to identify, pursue &amp; acquire new clients.
</li></ul><br>
<b>Minimum Qualifications</b>:<br>
<br>
<br>
<ul><li>Bachelor's Degree
</li><li>1+ years of relevant professional experience, including experience in financial planning
</li><li>Current and valid Certified Financial Planner (CFP) designation or eligibility to sit for the exam
</li></ul><br>
<b>Preferred Qualifications:</b><br>
<br>
<br>
<ul><li>Financial Planning Degree
</li></ul><br>
#LI-DFW, #LI-FTW, #LI-HOU
<br>
<br>
#LI-AF1</div></div></div></div><div><div><div><div><p>
With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.</p>
<p>We nurture a deep understanding of our clients&rsquo; industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.</p>
<p><i>About Forvis Mazars, LLP</i></p>
<p><i>Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm&rsquo;s 7,000 dedicated team members provide an Unmatched Client Experience&reg; through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.</i></p>
<p><i>Forvis Mazars, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.</i><br>
<i>It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.</i></p>
<p><i>Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.</i><br>
<i>Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP.Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.</i></p></div></div></div></div></div><p></p>

Advisor, Wealth Advisory

Rockefeller Capital Management

<div>About Rockefeller Capital Management:
<div>
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 32 markets throughout the United States, as well as an office in London. The Firm oversees $198 billion in client assets as of December 31, 2025.</div>
Position:
<div><b>
About Rockefeller Private Office</b>
<br>
Rockefeller Private Office is core to who we are as a firm. The Private Office is comprised of an elite team of experienced professionals &ndash; including wealth planners, tax advisors, estate attorneys, and other experts &ndash; who work in concert to deliver holistic, personalized wealth planning and family office solutions. This collaborative environment ensures that each client benefits from the collective expertise of the entire Rockefeller team, addressing the full spectrum of wealth management, estate planning, tax strategy, and family governance needs.</div><div></div><div><b><br>
Position</b>
<br>
The Senior Wealth Planner is an experienced tax and wealth planning professional who advises ultra-high-net-worth (UHNW) clients on all aspects of their financial lives. In this client facing role, you will serve as the lead wealth planner for a select group of clients with ongoing financial planning needs, acting as their dedicated go-to advisor for comprehensive financial guidance. You will craft and implement bespoke wealth plans covering income tax optimization, cash flow management, estimated tax payments, multi-generational wealth transfer and estate planning, charitable giving, risk management, employee benefits, and overall financial strategy. As part of the Rockefeller Private Office team, you won&rsquo;t operate in isolation &ndash; you will collaborate closely with a multidisciplinary group of experts (including CPAs, JDs, and CFP&reg; professionals) to ensure our clients receive quality integrated advice. This role offers a unique opportunity to work with some of the country&rsquo;s most sophisticated families and individuals, leveraging Rockefeller&rsquo;s legendary legacy and resources to help clients preserve and grow their wealth across generations.</div>
Responsibilities:
<ul><li><b>Customized Wealth Planning on a Quarterly Cadence:</b> Engage in deep discovery to understand each client&rsquo;s values, goals, and complex financial situations. Develop and deliver highly customized wealth plans and quarterly client deliverables, including net worth analyses, cash flow projections, income tax projections and planning, and estate &amp; wealth transfer strategies, ensuring advice is aligned with clients&rsquo; long-term objectives.</li><li><b>
Client Relationship Management</b>: Serve as the primary financial planning advisor for a select portfolio of 20-25 UHNW clients (generally $25MM+ net worth). Maintain regular, proactive contact &ndash; including leading quarterly client meetings &ndash; to review plan progress, adjust strategies, and address new planning needs as clients&rsquo; lives and goals evolve. Act as the dedicated point of contact for all financial planning matters, including rapid responsiveness to client inquiries.</li><li><b>
Collaborative Advisory Partnership:</b> Partner closely with Rockefeller Private Advisors (financial advisors) to identify client needs and business opportunities. Work together to formulate and present integrated solutions that strengthen and deepen client relationships. Collaborate with internal specialists across the Rockefeller Private Office - you&rsquo;ll be experienced and strong in a number of areas, and where you aren&rsquo;t you&rsquo;ll draw on your team members that include estate attorneys, tax strategists, investment professionals, insurance consultants, and family office service experts.</li><li><b>
Comprehensive Planning &amp; Advice:</b> Design and implement strategies across all areas of wealth planning, such as cash flow and liquidity planning, risk management/insurance strategies, retirement and executive benefit optimization, income and estate tax mitigation, charitable giving plans, asset protection techniques, and intergenerational wealth transfer. Ensure each plan optimizes the preservation and growth of wealth across generations and addresses both personal and business considerations for entrepreneurial clients.</li><li><b>
Client Presentations: </b>Effectively communicate complex financial concepts in a clear, confident, and relatable manner. Present comprehensive wealth plans and recommendations to clients and their families in meetings, ensuring understanding and facilitating informed decision making. Tailor communication to be actionable and aligned with each client&rsquo;s level of financial sophistication.</li><li><b>
Follow-Through Collaboration:</b> You follow through on the details/take things to fruition for the client working with internal and external partners including portfolio managers, trust services, legal counsel, accountants, and outside tax advisors to coordinate the execution of financial strategies.</li><li><b>
Practice Development:</b> Play an active role in the ongoing growth and innovation of the Rockefeller Private Office. Contribute to the enhancement of wealth planning processes, tools, and service offerings. Partner with leadership on strategic initiatives and help develop best practices that elevate the firm&rsquo;s planning capabilities. Support marketing and business development efforts by representing the Private Office&rsquo;s planning expertise in client events, seminars, and thought leadership content.</li></ul>
Qualifications:
<ul><li>Education: Bachelor&rsquo;s degree required. Juris Doctor (JD), Certified Public Accountant (CPA) strongly preferred.</li><li>
Experience: 10+ years of experience in financial planning or tax planning, particularly for high-net-worth and ultra-high-net worth clients. Demonstrated success managing a portfolio of complex client relationships (e.g., maintaining 20+ client relationships on an ongoing basis) with a focus on clients in the $25MM+ net worth segment.</li><li>
Technical Expertise: Tax planning, tax projections, wealth transfer strategies, financial planning. Comfortable developing strategies for income tax planning, trust and estate planning, charitable giving, life insurance and retirement planning, and related areas. Up-to-date understanding of relevant tax laws and estate planning techniques impacting UHNW individuals and their entities.</li></ul>
Skills:
<ul><li>Strong project management, organization skills, and the ability to multitask and reprioritize within tight deadlines</li><li>
Excellent communication skills on complex matters, both written and oral</li><li>
Proficient in wealth planning software and tools (e.g., eMoney or similar platforms) to create detailed financial plans, projections, and presentations. Able to quickly adapt to new technologies and tools that enhance the planning process.</li><li>
Enthusiastic and positive approach to problem-solving and client service</li><li>
Strong collaboration and partnership skills</li><li>
Ability to manage a team and delegate tasks</li></ul>
Disclosure:
<div>
Rockefeller &amp; Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, &ldquo;Rockefeller&rdquo;) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (&ldquo;protected characteristics&rdquo;).</div><div></div><div><br>
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.</div></div>

Senior Wealth Planner

<div>About Rockefeller Capital Management:
<div>
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 32 markets throughout the United States, as well as an office in London. The Firm oversees $198 billion in client assets as of December 31, 2025.</div>
Position:
<div><b>
About Rockefeller Private Office</b>
<br>
Rockefeller Private Office is core to who we are as a firm. The Private Office is comprised of an elite team of experienced professionals &ndash; including wealth planners, tax advisors, estate attorneys, and other experts &ndash; who work in concert to deliver holistic, personalized wealth planning and family office solutions. This collaborative environment ensures that each client benefits from the collective expertise of the entire Rockefeller team, addressing the full spectrum of wealth management, estate planning, tax strategy, and family governance needs.</div><div></div><div><b><br>
Position</b>
<br>
The Senior Wealth Planner is an experienced tax and wealth planning professional who advises ultra-high-net-worth (UHNW) clients on all aspects of their financial lives. In this client facing role, you will serve as the lead wealth planner for a select group of clients with ongoing financial planning needs, acting as their dedicated go-to advisor for comprehensive financial guidance. You will craft and implement bespoke wealth plans covering income tax optimization, cash flow management, estimated tax payments, multi-generational wealth transfer and estate planning, charitable giving, risk management, employee benefits, and overall financial strategy. As part of the Rockefeller Private Office team, you won&rsquo;t operate in isolation &ndash; you will collaborate closely with a multidisciplinary group of experts (including CPAs, JDs, and CFP&reg; professionals) to ensure our clients receive quality integrated advice. This role offers a unique opportunity to work with some of the country&rsquo;s most sophisticated families and individuals, leveraging Rockefeller&rsquo;s legendary legacy and resources to help clients preserve and grow their wealth across generations.</div>
Responsibilities:
<ul><li><b>Customized Wealth Planning on a Quarterly Cadence:</b> Engage in deep discovery to understand each client&rsquo;s values, goals, and complex financial situations. Develop and deliver highly customized wealth plans and quarterly client deliverables, including net worth analyses, cash flow projections, income tax projections and planning, and estate &amp; wealth transfer strategies, ensuring advice is aligned with clients&rsquo; long-term objectives.</li><li><b>
Client Relationship Management:</b> Serve as the primary financial planning advisor for a select portfolio of 20-25 UHNW clients (generally $25MM+ net worth). Maintain regular, proactive contact &ndash; including leading quarterly client meetings &ndash; to review plan progress, adjust strategies, and address new planning needs as clients&rsquo; lives and goals evolve. Act as the dedicated point of contact for all financial planning matters, including rapid responsiveness to client inquiries.</li><li><b>
Collaborative Advisory Partnership:</b> Partner closely with Rockefeller Private Advisors (financial advisors) to identify client needs and business opportunities. Work together to formulate and present integrated solutions that strengthen and deepen client relationships. Collaborate with internal specialists across the Rockefeller Private Office - you&rsquo;ll be experienced and strong in a number of areas, and where you aren&rsquo;t you&rsquo;ll draw on your team members that include estate attorneys, tax strategists, investment professionals, insurance consultants, and family office service experts.</li><li><b>
Comprehensive Planning &amp; Advice:</b> Design and implement strategies across all areas of wealth planning, such as cash flow and liquidity planning, risk management/insurance strategies, retirement and executive benefit optimization, income and estate tax mitigation, charitable giving plans, asset protection techniques, and intergenerational wealth transfer. Ensure each plan optimizes the preservation and growth of wealth across generations and addresses both personal and business considerations for entrepreneurial clients.</li><li><b>
Client Presentations:</b> Effectively communicate complex financial concepts in a clear, confident, and relatable manner. Present comprehensive wealth plans and recommendations to clients and their families in meetings, ensuring understanding and facilitating informed decision making. Tailor communication to be actionable and aligned with each client&rsquo;s level of financial sophistication.</li><li><b>
Follow-Through Collaboration:</b> You follow through on the details/take things to fruition for the client working with internal and external partners including portfolio managers, trust services, legal counsel, accountants, and outside tax advisors to coordinate the execution of financial strategies.</li><li><b>
Practice Development:</b> Play an active role in the ongoing growth and innovation of the Rockefeller Private Office. Contribute to the enhancement of wealth planning processes, tools, and service offerings. Partner with leadership on strategic initiatives and help develop best practices that elevate the firm&rsquo;s planning capabilities. Support marketing and business development efforts by representing the Private Office&rsquo;s planning expertise in client events, seminars, and thought leadership content.</li></ul>
Qualifications:
<ul><li>Bachelor&rsquo;s degree required. Juris Doctor (JD), Certified Public Accountant (CPA) strongly preferred.</li><li>
10+ years of experience in financial planning or tax planning, particularly for high-net-worth and ultra-high-net worth clients. Demonstrated success managing a portfolio of complex client relationships (e.g., maintaining 20+ client relationships on an ongoing basis) with a focus on clients in the $25MM+ net worth segment.</li><li>
Tax planning, tax projections, wealth transfer strategies, financial planning. Comfortable developing strategies for income tax planning, trust and estate planning, charitable giving, life insurance and retirement planning, and related areas. Up-to-date understanding of relevant tax laws and estate planning techniques impacting UHNW individuals and their entities.</li></ul>
Skills:
<ul><li>Strong project management, organization skills, and the ability to multitask and reprioritize within tight deadlines</li><li>
Excellent communication skills on complex matters, both written and oral</li><li>
Proficient in wealth planning software and tools (e.g., eMoney or similar platforms) to create detailed financial plans, projections, and presentations. Able to quickly adapt to new technologies and tools that enhance the planning process.</li><li>
Enthusiastic and positive approach to problem-solving and client service</li><li>
Strong collaboration and partnership skills</li><li>
Ability to manage a team and delegate tasks</li></ul>
Compensation Range:
<div>
The anticipated base salary range for this role is $200,000 to $225,000. Base salary for the role will depend on several factors, including a candidate&rsquo;s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.
</div>Disclosure:
<div>
Rockefeller &amp; Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, &ldquo;Rockefeller&rdquo;) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (&ldquo;protected characteristics&rdquo;).</div><div></div><div><br>
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.</div></div>

Fidelity Investments

<div><h3 class="jobSectionHeader"><b>Job Description:</b></h3><div><div><p><b>
Financial Consultant</b>
</p></div><div></div><div><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
</p></div><div></div><div><p><b>The Purpose of Your Role</b>
</p></div><div><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
</p></div><div></div><div><p><b>The Expertise We&rsquo;re Looking For</b>
</p></div><div><ul><li><p>Previous success in building relationships, uncovering needs and recommending solutions
</p></li></ul></div><div><ul><li><p>FINRA Series 7 &amp; 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
</p></li></ul></div><div><ul><li><p>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
</p></li></ul></div><div><ul><li><p>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
</p></li></ul></div><div></div><div><p><b>The Skills You Bring</b>
</p></div><div><ul><li><p>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
</p></li></ul></div><div><ul><li><p>Being coachable, collaborative, and curious are your &quot;go to&quot; attributes
</p></li></ul></div><div><ul><li><p>Committed to delivering an outstanding customer experience with a passion for seeing others thrive
</p></li></ul></div><div><ul><li><p>Motivated by results and finding solutions, you take initiative and exceed customer expectations
</p></li></ul></div><div><ul><li><p>Extensive knowledge of investment solutions
</p></li></ul></div></div><div></div><div><div><p>Note: Fidelity is not providing immigration sponsorship for this position
</p></div><div></div><div><p><b>Our Investments in You</b>
</p></div><div><p>Fidelity&rsquo;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 designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
</p></div><div></div><div><p><b>The Value You Deliver</b>
</p></div><div><ul><li><p>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
</p></li></ul></div><div><ul><li><p>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
</p></li></ul></div><div><ul><li><p>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
</p></li></ul></div><div><ul><li><p>You have a steadfast commitment to your clients while making a positive impact in the community
</p></li></ul></div></div><div></div><h3 class="jobSectionHeader"><b>Certifications:</b></h3>
Certified Financial Planner &reg; / CFP-&reg; - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3 class="jobSectionHeader"><b>
Category:</b></h3>
Sales<p>
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.</p><p>
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.</p></div>

Financial Consultant - Alexandria, VA

<div><h3 class="jobSectionHeader"><b>Job Description:</b></h3><h3 class="jobSectionHeader"><b>
Planning Consultant</b></h3><p>
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. Through your integrity and adoption of Fidelity&rsquo;s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</p><h3 class="jobSectionHeader"><b>
The Expertise We&rsquo;re Looking For</b></h3><ul><li>
FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>
Financial services experience preferably in financial planning</li><li>
Degree and/or other professional certifications such as CFP are helpful; if you don&rsquo;t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3 class="jobSectionHeader"><b>
The Purpose of Your Role</b></h3><p>
The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge 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 planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3 class="jobSectionHeader"><b>
The Skills You Bring</b></h3><ul><li>
Thorough 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 telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3 class="jobSectionHeader"><b>
Our Investments in You</b></h3><p>
Fidelity&rsquo;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 designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3 class="jobSectionHeader"><b>
The Value You Deliver</b></h3><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><h3 class="jobSectionHeader"><b>
Certifications:</b></h3>
Certified Financial Planner &reg; / CFP-&reg; - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3 class="jobSectionHeader"><b>
Category:</b></h3>
Relationship Management<p>
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.</p><p>
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.</p></div>

Planning Consultant - Stamford, CT

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