CFP-Eligible Financial Planning Consultant

Fidelity Investments Inc.

Durham (NC)

In loco

USD 90.000 - 130.000

Tempo pieno

6 giorni fa

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Descrizione del lavoro

Fidelity Investments Inc. is seeking a Planning Consultant to deliver personalized financial planning and client engagement. You will run joint client appointments, create and execute engagement strategies, and mentor colleagues.

The role emphasizes building lifelong client relationships using Fidelity’s planning tools and technology, including Glance, while collaborating with Wealth teams. The position aligns with Fidelity’s onsite working model, offering opportunities to deepen client impact

Competenze

FINRA licenses or ability to acquire Series 66 upon hire.
Insurance license required.
Minimum 2 years of financial services or relevant experience.
CFP Certification is highly encouraged.
Strong understanding of financial planning concepts for client solutions.
Ability to profile clients to identify planning needs and solutions.

Mansioni

Conduct joint client appointments and deliver personalized financial planning.
Develop an engagement strategy to meet client needs and strengthen relationships.
Mentor and support fellow associates while collaborating with partners.
Leverage tools like Salesforce and Glance to enhance the client experience and planning outputs.