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Financial Planning Consultant

2 months ago

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

Financial Planning Consultant

Are you prepared to excel in a rewarding role as a Financial Planning Consultant? In this position, you will provide exceptional planning services to clients, discover opportunities to strengthen client relationships, and create customized strategies to address each client's distinct financial needs. By adhering to Fidelity's commitment to client service, 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 the ability to obtain 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 a degree
Your Role

As a Financial Planning Consultant, you will work alongside Financial Consultants and Wealth Planners, assisting in various financial planning activities. Your expertise and ability to build relationships will empower you to effectively utilize guidance tools, facilitating in-depth discussions on planning concepts with clients. By collaborating with advisers, you will identify further planning opportunities and strive to meet client requirements. Every interaction you have with clients will significantly impact both their experience and the organization.

Key Skills
  • Comprehensive understanding of financial planning concepts to aid clients in developing effective financial strategies
  • Profiling abilities to comprehend client needs and propose appropriate solutions
  • Enthusiasm for cultivating relationships and advocating for clients' best interests
  • Results-driven mindset, demonstrating accountability and dedication to achieving goals
  • Comfortable making outbound calls to educate clients and identify value-added opportunities
Benefits

Fidelity values its employees and offers a competitive total rewards package, along with a stable base salary. Our benefits programs encourage 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, leveraging Fidelity's guidance tools
  • Collaborate with clients to uncover 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, businesses, non-profits, and independent advisors. At Fidelity, you will discover endless opportunities to build a fulfilling career that positively impacts lives.

Apply Now

At Fidelity, we uphold integrity, honesty, and the safety of our associates and customers within the financial industry. Be part of a culture that promotes inclusivity and belonging.

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