Financial Planning Consultant

1 week ago

Altamonte Springs, Florida, United States Fidelity TalentSource LLC Full time

Financial Planning Consultant

Are you prepared to excel in a vibrant environment as a Financial Planning Consultant? In this position, you will have the chance to deliver exceptional planning services to clients, discover methods to strengthen client relationships, and devise customized strategies to address each client's distinct planning requirements. By adhering to Fidelity's commitment to client satisfaction, you will foster client loyalty and aim to establish enduring relationships.

Qualifications
  • Possess FINRA Series 7 & 63 licenses; Series 65 or 66 licensing and relevant state registrations OR capability to secure series 65/66 after hiring
  • Previous experience in financial services, particularly in financial planning
  • Preferred to have a degree and/or professional certifications such as CFP; Tuition Reimbursement program available for those pursuing CFP or degree
Your Role

As a Financial Planning Consultant, you will work alongside Financial Consultants and Wealth Planners, aiding in financial planning activities. Your knowledge and relationship-building abilities will empower you to effectively utilize guidance tools, leading to comprehensive discussions on planning principles with clients. By collaborating with advisers, you will uncover additional planning prospects and strive to fulfill client needs. Every interaction you have with clients will significantly impact both their experience and the organization.

Key Skills
  • In-depth understanding of financial planning principles to assist clients in formulating effective financial strategies
  • Profiling abilities to comprehend client needs and provide appropriate solutions
  • Enthusiasm for cultivating relationships and advocating for clients' best interests
  • Results-driven mindset, demonstrating ownership and dedication to achieving goals
  • Comfortable with initiating outbound communications to educate clients and identify value-adding opportunities
Benefits

Fidelity values its workforce and offers a competitive total rewards package, alongside a stable base salary. Our benefits programs promote work-life balance, and we provide extensive training opportunities to support your professional development. Become part of a company dedicated to enhancing the financial well-being of clients.

Your Contribution
  • Conduct joint appointments with clients, utilizing Fidelity's guidance tools
  • Collaborate with clients to identify opportunities that lead to their success
  • Maintain an organized client contact strategy, engage with business partners, and utilize tools like Salesforce
  • Establish lasting and impactful client relationships
  • Support the success of your colleagues through mentoring
Certifications:

Series 07 - FINRA, Series 66 - FINRA

Company Overview

Fidelity Investments is dedicated to enhancing the financial well-being of our clients. We provide investment and planning services to individuals, companies, non-profits, and independent advisors. Explore the endless opportunities to build a rewarding career that positively impacts lives.

Accommodations

Fidelity offers accommodations for applicants with disabilities, ensuring a fair recruitment process. Contact the HR Accommodation Team for any necessary adjustments.

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