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Planning Consultant

2 months ago

Columbia, Maryland, United States Fidelity TalentSource LLC Full time
About the Role

We are seeking a highly skilled Financial Planning Specialist to join our team at Fidelity TalentSource LLC. As a key member of our financial planning department, you will play a critical role in helping our clients achieve their financial goals.

Key Responsibilities
  • Conduct Financial Planning Sessions: Work closely with clients to understand their financial objectives and develop personalized financial plans to help them achieve their goals.
  • Provide Investment Guidance: Offer expert advice on investment strategies and products to help clients make informed decisions about their financial futures.
  • Build Strong Client Relationships: Foster long-term relationships with clients by providing exceptional customer service and staying up-to-date on their financial needs and goals.
  • Stay Current with Industry Developments: Stay informed about market trends, regulatory changes, and new products and services to ensure you are always providing the best possible advice to clients.
Requirements
  • FINRA Series 7 & 63 Licenses: Hold or be able to obtain these licenses within a reasonable timeframe.
  • Financial Services Experience: Have a minimum of 2 years of experience in the financial services industry, preferably in financial planning.
  • Education and Certifications: Hold a degree in a related field or have relevant certifications such as CFP.
What We Offer

We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development. If you are a motivated and customer-focused individual who is passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.