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Loan consultant Jobs in Surprise, AZ

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Loan consultant • surprise az

Last updated: 5 days ago

Planning Consultant - Peoria, AZ

Fidelity InvestmentsPeoria, AZ, United States
Full-time

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 implementatio... Show more

Financial Consultant

WealthBridge Financial GroupSurprise, AZ, US
Full-time
Quick Apply

WealthBridge Financial Group is seeking a results-oriented .In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and st... Show more

Mortgage Loan Officer Retail

Castle & Cooke MortgagePeoria, AZ
Full-time

Ready To Take Your Mortgage Lending Career to New Heights?.At Castle & Cooke Mortgage, where we're not just building strong futures for our clients but empowering.As a Mortgage Loan Officer on our ... Show more

Locum Physician (MD/DO) - Radiology - General/Other in Sun City, AZ

LocumJobsOnlineSun City, AZ, US
$24.00 hourly
Full-time

Doctor of Medicine | Radiology - General/Other.Competitive weekly pay (inquire for details) .LocumJobsOnline is working with Weatherby Healthcare to find a qualified Radiology MD in Sun City, Arizo... Show more

 • Promoted

An Arizona Facility Needs a Locums Interventional Radiologist

HealthEcareers - ClientSun City, AZ, USA
$24.00 hourly
Full-time

Get in touch with a Weatherby consultant today to learn more about this and other opportunities available now.Weekday and weekend coverage 8am - 5pm.Call shifts rotate with current IR practice.Biop... Show more

 • Promoted

Radiology Physician

Weatherby HealthcareSun City, Arizona, US
$24.00 hourly
Full-time

Radiology physician job in Arizona : Weatherby Healthcare is currently seeking a Radiology Physician in AZ.Get in touch with a Weatherby consultant today to learn more about this and other opportun... Show more

 • Promoted

Loan Sales Specialist

OneMain FinancialSurprise, Arizona
Full-time +1

At OneMain, Loan Sales Specialists empower customers.In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success.Effectively multitas... Show more

Sales Consultant

Victra - Verizon Wireless Premium RetailerSurprise, AZ, US
$40,000.00 yearly
Full-time

Victra is Verizon's largest premium retailer in the United States.We are seeking Sales Consultants who deliver world-class service to Every Guest.From executing Victra's sales process to sharing yo... Show more

Lead Sales Consultant

Alleviation Enterprise LLCEl Mirage, AZ, US
Full-time

We are currently seeking to incorporate a seasoned and assertive sales professional who demonstrates a resolute aspiration for leadership.The role will encompass selling and cultivating a strong cl... Show more

Remote Management Consultant

Micro1Sun City West, Arizona, US
Remote
Full-time

Real-world expertise is turned into training data, evaluations, and feedback loops that improve how models perform.AI labs and enterprises use micro1 to train models and build reliable AI agents th... Show more

 • Promoted

International PAHO Consultant - Wastewater Surveillance for Public Health

PAHOOff Site
Full-time

OBJECTIVE OF THE OFFICE/DEPARTMENT.This is a requisition for employment at the Pan American Health Organization (PAHO)/Regional Office of the World Health Organization (WHO).Non-Staff - Internation... Show more

Remote Management Consultant

Micro1Peoria, Arizona, US
Remote
Full-time

Real-world expertise is turned into training data, evaluations, and feedback loops that improve how models perform.AI labs and enterprises use micro1 to train models and build reliable AI agents th... Show more

 • Promoted

Entry-Level Sales Consultant

Devine Business GroupEl Mirage, AZ, US
$65,000.00 yearly
Full-time

Devine Business Group — Where Heart Meets Hustle.You're someone who thrives in face-to-face conversations, enjoys helping others, and takes pride in being the person people rely on.Independent Sale... Show more

Remote Management Consultant

Micro1Sun City, Arizona, US
Remote
Full-time

Real-world expertise is turned into training data, evaluations, and feedback loops that improve how models perform.AI labs and enterprises use micro1 to train models and build reliable AI agents th... Show more

 • Promoted

Planning Consultant - Peoria, AZ

FidelityPeoria, AZ, United States
Full-time

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 implementatio... Show more

Entry Level Sales Consultant

Alpine Legacy GroupEl Mirage, AZ, US
Full-time

At Alpine Legacy Group, we don’t hope for success—we build it.When you bring drive, discipline, and the courage to compete, there’s no limit to what you can create here.Experience... Show more

In-Home Design Consultant (Sales Representative)

Bath Concepts Independent DealersPeoria, AZ, US
Full-time
Quick Apply

In-Home Design Consultant (Sales Representative) Are you looking to work for the best in the business?.Currently, we are the fastest growing shower and bath remodeler in the United States.Creating ... Show more

Sales Consultant

Summit Business GroupEl Mirage, AZ, US
Full-time

Join Our Compassionate Team at Summit Business Group.Territory Sales Position Available.At Summit Business Group, we're more than just an insurance agency.We're a growing family dedicated to offeri... Show more

Remote Management Consultant

Micro1El Mirage, Arizona, US
Remote
Full-time

Real-world expertise is turned into training data, evaluations, and feedback loops that improve how models perform.AI labs and enterprises use micro1 to train models and build reliable AI agents th... Show more

 • Promoted

Client Relationship Consultant 3 (Banker) - Cotton & Bell Safeway

U.S. BankSurprise, AZ, United States
$23.75 hourly
Full-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more

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Planning Consultant - Peoria, AZ

Planning Consultant - Peoria, AZ

Fidelity InvestmentsPeoria, AZ, United States
20 days ago
Job type
  • Full-time
Job description

Planning Consultant

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's unique planning needs. Through your integrity and adoption of Fidelity's client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.

The Expertise We're Looking For

  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
  • Financial services experience preferably in financial planning
  • Degree and/or other professional certifications such as CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

The Purpose of Your Role

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!

The Skills You Bring

  • Thorough 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
  • You have a vested interest in building relationships and being an advocate for clients
  • You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals
  • Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship

Note: Fidelity is not providing immigration sponsorship for this position

Our Investments in You

Fidelity'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!

The Value You Deliver

  • Conducting joint appointments with clients, focused on consultations through Fidelity's guidance offering
  • Educating and planning with clients to uncover opportunities that will lead to the client's success
  • Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce
  • Building long-lasting, meaningful relationships with clients
  • Mentoring and supporting the success of your peers

Certifications:

Series 07 - FINRA, Series 66 - FINRA

Category:

Relationship Management