Senior Planning Strategist
1 day ago
A challenging role awaits a skilled Professional in the heart of Financial Services. We are seeking a dedicated and experienced Senior Planning Strategist to join our team.
About Fidelity:Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions.
Salary:The estimated salary for this role is $85,000 - $110,000 per year, depending on experience and qualifications.
Responsibilities:- Develop an engagement strategy that supports each client's unique planning needs
- Provide world-class planning experience through profiling, navigating, and presenting guidance tool output
- Uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations
- Work alongside Financial Consultants and/or Wealth Planners in a financial planning capacity
- 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
- Ability to profile to understand planning needs and identify appropriate solutions
- Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship
We offer flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Our hybrid working model blends the best of both onsite and offsite work experiences.
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