Strategic Planning Specialist
3 days ago
Fidelity TalentSource LLC is a dynamic company with a mission to strengthen the financial well-being of our clients. We are seeking a skilled Strategic Planning Specialist to join our team. This role requires a deep understanding of financial planning concepts and the ability to build meaningful relationships with clients.
Estimated Salary Range: $80,000 - $120,000 per year.
Job Description
This role involves providing world-class planning experiences for clients, uncovering opportunities to deepen client relationships, and developing engagement strategies that meet each client's unique needs. The successful candidate will work closely with Financial Consultants and/or Wealth Planners in a financial planning capacity, leveraging their knowledge and relationship-building skills to effectively profile, navigate, and present guidance tool output.
The ideal candidate will have a thorough understanding of financial planning concepts, including building effective financial plans for individuals and families. They will be able to profile clients' planning needs, identify appropriate solutions, and make outbound telephone calls to educate clients and find opportunities to add value to the relationship.
Key Responsibilities
- Creating and maintaining an organized client contact strategy, including engaging business partners and using tools such as Salesforce.
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