Planning Consultant

3 days ago


Media, Pennsylvania, United States Fidelity Investments Full time
About the Role

The Planning Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity. This role expands upon the planning capabilities available to engage Fidelity's most valuable clients.

Key Responsibilities
  • Conducting joint appointments with clients, focused on consultations through Fidelity's guidance offering
  • Educating and planning with clients to uncover opportunities that will lead to the client's success
  • Creating and maintaining an organized client contact strategy, including engaging business partners and using tools such as Salesforce
  • Building long-lasting, meaningful relationships with clients
  • Mentoring and supporting the success of your peers
Requirements
  • FINRA Series 7 & 63 required prior to hire
  • Series 65 and/or 66 and insurance licenses within 90 days of hire
  • Minimum 2 years of financial services or relevant experience
  • Attainment of CFP Certification is highly encouraged
What You'll Bring
  • Remarkable understanding of financial planning concepts to help clients build effective financial plans for them and their families
  • Ability to profile to understand planning needs and identify appropriate solutions
  • You have a vested interest in building relationships and being an advocate for clients
  • You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals
  • Comfort making outbound calls to further educate clients and uncover opportunities
About Fidelity Investments

Fidelity Investments is a leading provider of financial services, offering a range of investment products and services to individuals, institutions, and financial intermediaries. Our mission is to provide our clients with the tools and expertise they need to achieve their financial goals.


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