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About 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.
Responsibilities
- Conduct joint client appointments and deliver personalized financial consultations.
- Identify opportunities to support clients' long-term financial success through education and personalized planning.
- Create and maintain an organized client contact strategy.
- Engage business partners and utilize tools such as Salesforce.
- Build long-lasting, meaningful relationships with clients.
- Mentor and support fellow associates to promote a collaborative environment.
- Deliver financial planning support alongside the Financial Consultant or Wealth Planner.
- Leverage innovative technologies, such as Glance, to enhance the client experience.
- Profile, navigate, and present the output of guidance tools, leading to in-depth discussions.
- Uncover additional complex planning opportunities and partner with the Financial Consultant or Wealth Planner to develop them.
Requirements
- 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.
- 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.
Skills
- Financial planning concepts
- Client relationship building
- Salesforce
- Glance technology
- Financial consultation
Location
- Onsite
Work Type
- Full-time
Experience Level
- Minimum 2 years
Education Level
- FINRA Series 7 & 66 licensed
- Series 63
- Series 66
- Securities Industry Essentials (SIE)
About the Company
- Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles.
- 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.
Equal Opportunity
- Fidelity will not provide immigration sponsorship for this position.
- Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.