Financial Planning Consultant

Fidelity Investments Inc.; Orange (OH); On-site; USD 70,000 - 100,000; Full time

Job summary

Fidelity Investments Inc. seeks a Planning Consultant to deliver personalized financial consultations, consolidate assets, and strengthen client relationships through thoughtful planning and referrals.

You will build an organized client contact strategy and collaborate with the Financial Consultant or Wealth Planner to expand planning opportunities. You will mentor peers, use Salesforce and Glance to enhance the client experience, and adhere to Fidelity’s standards.

Qualifications

• FINRA Series 7 & 66 licensed or able to obtain Series 66 upon hire.
• Minimum 2 years of financial services experience.
• CFP certification is highly encouraged.
• Strong understanding of financial planning concepts.

Responsibilities

• Conduct joint client appointments and deliver personalized financial consultations.
• Develop and execute an organized client contact strategy using Fidelity tools.
• Mentor and support fellow associates to enhance planning capabilities.
• Collaborate with Financial Consultant or Wealth Planner to identify opportunities.

Skills

Relationship skills

Financial planning

Outbound calling

Client profiling

Sales mindset

Education

CFP Certification

Series 7 & 66 licenses

Tools

Salesforce

Glance

Job description

Fidelity Investments Inc. seeks a Planning Consultant to deliver personalized financial consultations, consolidate assets, and strengthen client relationships through thoughtful planning and referrals.

You will build an organized client contact strategy and collaborate with the Financial Consultant or Wealth Planner to expand planning opportunities. You will mentor peers, use Salesforce and Glance to enhance the client experience, and adhere to Fidelity’s standards.