Planning Consultant

1 day ago


Bloomington, Illinois, United States Fidelity TalentSource LLC Full time
Job Description:

As a Planning Consultant at Fidelity Investments, you will play a key role in providing world-class planning experiences to our clients. Your primary responsibility will be to uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations. You will develop an engagement strategy that supports each client's unique planning needs, leveraging your integrity and adoption of Fidelity's client commitment standards to inspire client dedication and develop lifetime relationships.

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 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.

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
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.

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


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