Client-Centric Financial Planning Consultant

Soteria Reinsurance Ltd.; Nashua, Northern (NH, KY); Hybrid; USD 100,000 - 140,000; Full time

Job summary

Fidelity Investments seeks a Planning Consultant to deliver personalized financial planning and strengthen client relationships. You will conduct joint client appointments with the Financial Consultant, develop tailored engagement strategies, and use tools like Salesforce and Glance to enhance client experiences.

The role emphasizes building lifetime relationships, mentoring associates, and aligning with Fidelity's client commitment standards.

Qualifications

• Active FINRA Series 7 & 66 licenses or ability to acquire Series 66 upon hire.
• 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 client needs and identify appropriate solutions.

Responsibilities

• Conduct joint client appointments with Financial Consultant or Wealth Planner.
• Deliver personalized financial planning consultations.
• Develop and maintain an organized client contact strategy.
• Mentor and support fellow associates.
• Use Salesforce and Glance to enhance the client experience.

Skills

FINRA licenses

Client relationship building

Financial planning

CFP certification encouraged

Outbound calling

Salesforce usage

Glance usage

Ownership & accountability

Education

CFP Certification

Tools

Salesforce

Glance

Job description

Fidelity Investments seeks a Planning Consultant to deliver personalized financial planning and strengthen client relationships. You will conduct joint client appointments with the Financial Consultant, develop tailored engagement strategies, and use tools like Salesforce and Glance to enhance client experiences.

The role emphasizes building lifetime relationships, mentoring associates, and aligning with Fidelity's client commitment standards.