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Regional Planning Advisor
2 months ago
Job Overview:
Regional Planning Advisor
With your commitment to Fidelity's client dedication standards, you will foster client loyalty aimed at cultivating enduring relationships with Fidelity.
As a Regional Planning Advisor, you will deliver an exceptional planning experience, identify opportunities to enhance client relationships through asset consolidation, referrals, and plan executions, and formulate a tailored engagement strategy that addresses each client's distinct planning requirements.
The Qualifications We Seek
- FINRA Series 7 & 63 required before employment
- Series 65 and/or 66 and insurance licenses within 90 days of employment
- At least 2 years of experience in financial services or a related field
- Achievement of CFP® Certification is strongly encouraged
The Role's Purpose
The Regional Planning Advisor collaborates with the Financial Consultant and/or Wealth Planner in a financial advisory capacity. This position enhances the planning services available to engage Fidelity's most valued clients. In addition to primarily conducting financial planning sessions, you will support the overall client relationship by leveraging innovative technologies to optimize efficiencies for clients. You will align with Fidelity's firm-wide initiatives, providing you the chance to positively influence clients' financial strategies. You will witness your impact on the business and enjoy rewarding interactions with clients daily.
The Skills You Possess
- Deep understanding of financial planning principles to assist clients in developing effective financial strategies for themselves and their families.
- Ability to assess and understand planning needs while identifying suitable solutions
- A strong interest in building relationships and advocating for clients
- Driven towards success, willing to take ownership, and dedicated to achieving significant goals
- Comfortable making outbound calls to further educate clients and uncover opportunities
The Value You Provide
- Conducting joint client appointments, focused on consultations through Fidelity's guidance offerings
- Educating and planning with clients to reveal opportunities that contribute to their success
- Creating and maintaining an organized client outreach strategy, including engaging business partners and utilizing tools such as Salesforce
- Establishing long-lasting, meaningful relationships with clients
- Mentoring and supporting the success of your colleagues
How Your Work Affects the Organization
Through your expertise in financial planning and your ability to cultivate relationships, you will effectively profile, navigate, and present the outcomes of our guidance tools, leading to in-depth discussions around our planning concepts. This will enable you to identify additional complex planning opportunities, partnering with the Financial Consultant or Wealth Planner for further development. This collaboration will allow the team to better meet the needs of our clients.
Company Overview
At Fidelity, we are dedicated to making our financial expertise widely accessible and effective in assisting individuals in achieving their desired lives. We are a privately held organization that values creating and nurturing a work environment that attracts top talent and reflects our commitment to our associates. For more information about working at Fidelity, visit our website.
Fidelity Investments is an equal opportunity employer.
The base salary range for this position is $58,000-$132,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonuses or other variable compensation.
We offer a comprehensive range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include extensive health care coverage and emotional well-being support, market-leading retirement plans, generous paid time off, parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to advance your career.
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Company Overview
Fidelity Investments is a privately held company with a mission to enhance the financial well-being of our clients. We assist individuals in investing and planning for their futures. We support companies and non-profit organizations in providing benefits to their employees. Additionally, we offer institutions and independent advisors investment and technology solutions to help manage their clients' assets.
Join Us
At Fidelity, you will discover countless opportunities to build a meaningful career that positively impacts people's lives, including your own. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Recognized with a Glassdoor Employees Choice Award, we have been acknowledged by our employees as a top 10 Best Place to Work in 2024. You do not need a finance background to succeed at Fidelity—we provide a variety of learning opportunities to help you build the career you have always envisioned. Fidelity's working model combines the best of remote work with maximizing in-person collaboration to meet associate and business needs.
At Fidelity, we prioritize honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to undergo a preliminary credit check during the screening process. Candidates who receive a Fidelity offer will need to complete a background investigation, as detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a review of criminal, civil litigations, regulatory history, employment, education, and credit (role dependent). Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will test for specific substances.
We invite you to Find Your Fidelity at Fidelity Investments, an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to foster a lasting culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who require adjustments to participate in the application or interview process.
