Client-Focused Financial Planning Consultant

Fidelity Investments Inc.; Fort Lauderdale (FL); On-site; USD 65,000 - 95,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Planning Consultant to deliver personalized financial planning and client engagement. You will consolidate assets, refer opportunities, and implement plans while strengthening client relationships to foster lifetime Fidelity partnerships.

Responsibilities include joint client appointments, strategy development, and mentoring colleagues. Proficiency with Salesforce and excellent communication will help drive Fidelity's planning excellence and growth.

Qualifications

• FINRA Series 7 & 66 licenses or ability to acquire Series 66 upon hire.
• CFP Certification is encouraged.
• Minimum 2 years of financial services or relevant experience.

Responsibilities

• Conduct joint client appointments and deliver personalized financial planning.
• Develop engagement strategy to meet each client's planning needs.
• Mentor and support fellow associates while collaborating with Financial Consultant/Wealth Planner.
• Use Salesforce to maintain an organized client contact strategy.

Skills

FINRA Series 7 & 66 license

2+ years financial services experience

Client profiling

Outbound calling

Salesforce usage

Education

CFP Certification

Tools

Salesforce

Job description

Fidelity Investments Inc. is seeking a Planning Consultant to deliver personalized financial planning and client engagement. You will consolidate assets, refer opportunities, and implement plans while strengthening client relationships to foster lifetime Fidelity partnerships.

Responsibilities include joint client appointments, strategy development, and mentoring colleagues. Proficiency with Salesforce and excellent communication will help drive Fidelity's planning excellence and growth.