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About the Role
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.
Responsibilities
- 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
- Conduct financial planning interactions
- Support the overall client relationship by using innovative technologies, such as Glance, to maximize efficiencies for clients
- Be in complete alignment with Fidelity’s firm wide initiatives
- Profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts
- Uncover additional complex planning opportunities in which you’ll partner with the Financial Consultant or Wealth Planner to develop further
Requirements
- FINRA Series 7 & 63 required prior to hire
- Series 65 and/or 66 and insurance licenses within 90 days of hire
- Minimum 2 years of financial services or relevant experience
- Attainment of CFP® Certification is highly encouraged
- Fidelity will not provide immigration sponsorship for this position.
Skills
- 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
- Comfort making outbound calls to further educate clients and uncover opportunities
Location
- Onsite
Work Type
- Full-time
Experience Level
- Minimum 2 years of financial services or relevant experience
Education Level
- Series 07 - FINRA
- Series 63 - FINRA
Salary/Compensations
- $66,000-125,000 USD per year
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement
- Generous paid time off
- Parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment
- Tuition reimbursement
- Learning resources to develop your career
About the Company
- 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
- Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.