Planning Consultant

4 weeks ago


ChampssurYonne, Bourgogne-Franche-Comté, United States Fidelity TalentSource LLC Full time
About the Role

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

Key Responsibilities
  • Conduct Joint Appointments: Work closely with clients to understand their financial needs and goals, and develop personalized financial plans to help them achieve success.
  • Educate and Plan with Clients: Provide expert guidance and education to clients on financial planning concepts, investment strategies, and wealth management techniques.
  • Create and Maintain Client Contact Strategy: Develop and implement a comprehensive client contact strategy to engage with clients, build relationships, and identify new business opportunities.
  • Mentor and Support Peers: Collaborate with colleagues to share knowledge, best practices, and expertise to drive business growth and client satisfaction.
Requirements
  • FINRA Series 7 & 63 Licensed: Possess a valid FINRA Series 7 and 63 license, or be able to obtain one upon hire.
  • Financial Services Experience: Have a minimum of 2 years of experience in financial services, preferably in financial planning or wealth management.
  • Education and Certifications: Hold a degree in a related field, such as finance, accounting, or business, and/or possess relevant professional certifications, such as CFP.
What We Offer

At Fidelity TalentSource LLC, we offer a competitive compensation package, comprehensive training and development programs, and a collaborative work environment that fosters growth and success. If you are a motivated and results-driven professional with a passion for financial planning, we encourage you to apply for this exciting opportunity.


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