Client-Focused Financial Planning Advisor

Fidelity; United States; On-site; USD 85,000 - 120,000; Full time

Job summary

Fidelity is seeking a Planning Consultant to deliver world-class financial planning experiences and strengthen client relationships through asset consolidation, referrals, and plan implementation. You will develop engagement strategies, conduct personalized planning, and leverage Salesforce to manage client interactions.

You will partner with Financial Consultants and Wealth Planners, mentor associates, and uphold Fidelity's client commitment standards to inspire lifetime client dedication.

Qualifications

• FINRA Series 7 and Series 66 licenses or ability to acquire Series 66 on hire.
• Minimum 2 years of financial services or relevant experience.
• CFP Certification is highly encouraged.
• Strong understanding of financial planning concepts to build effective plans for clients and families.
• Ability to profile clients to understand planning needs and identify suitable solutions.
• Vested interest in relationships and advocating for clients.
• Motivated to succeed, ownership mindset, and commitment to achieving meaningful goals.
• Comfortable making outbound calls to educate clients and uncover opportunities.

Responsibilities

• Conduct joint client appointments and deliver personalized financial consultations.
• Develop and execute engagement strategies to meet client planning needs.
• Maintain an organized client contact strategy and collaborate with business partners.
• Use Salesforce to manage client relationships and planning outputs.
• Mentor and support fellow associates to promote a collaborative planning culture.
• Work alongside Financial Consultant or Wealth Planner to deliver comprehensive planning.

Skills

FINRA Series 7

FINRA Series 66

CFP Certification

Financial planning concepts

Profiling client needs

Outbound client education

Tools

Salesforce

Glance

Job description

Fidelity is seeking a Planning Consultant to deliver world-class financial planning experiences and strengthen client relationships through asset consolidation, referrals, and plan implementation. You will develop engagement strategies, conduct personalized planning, and leverage Salesforce to manage client interactions.

You will partner with Financial Consultants and Wealth Planners, mentor associates, and uphold Fidelity's client commitment standards to inspire lifetime client dedication.