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Planning Consultant

2 months ago

Westlake, United States Fidelity Investments Full time
Job Description:

Planning Consultant

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.

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.

The Expertise We're Looking For
  • 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
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'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's firm wide initiatives that will give you the opportunity to positively influence clients' financial plans. You will see your impact on the business and have rewarding interactions with clients every single day

The Skills You Bring
  • 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
  • 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 calls to further educate clients and uncover opportunities
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 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA

Category:

Relationship Management

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).