Financial Planning Consultant - Build Client Wealth

Soteria Reinsurance Ltd.; Warrington Township (Bucks County); Presencial; USD 85 000 - 115 000; Tempo integral

Resumo da oferta

Fidelity Investments is seeking a Planning Consultant to deliver personalized financial planning and client education. You will conduct joint client appointments, develop a structured contact strategy, and leverage Salesforce and Glance to enhance service for Fidelity’s most valuable clients.

The role emphasizes mentoring teammates, collaborating with Wealth Planners, and aligning with Fidelity’s onsite working model as it evolves across regions.

Qualificações

• Requires FINRA Series 7 & Series 66 licensing or ability to acquire upon hire
• Minimum 2 years of financial services or relevant experience
• CFP Certification is highly encouraged
• Strong knowledge of financial planning concepts to help clients build effective plans
• Ability to profile planning needs and identify suitable solutions
• Proven ability to build relationships and advocate for clients
• Willingness to make outbound calls to educate clients and uncover opportunities

Responsabilidades

• Conduct joint client appointments and deliver personalized financial consultations
• Develop and maintain an organized client contact strategy using Salesforce and other tools
• Mentor and support fellow associates to strengthen the planning practice
• Collaborate with Financial Consultant or Wealth Planner to deliver integrated planning solutions
• Present planning concepts and engine outputs to clients and uncover opportunities
• Support Fidelity's onsite working model rollout across regions and roles

Conhecimentos

Outbound calls

Relationship building

Mentoring teammates

Client engagement

Formação académica

FINRA Series 7

FINRA Series 66

CFP Certification (encouraged)

Ferramentas

Salesforce

Glance

Descrição da oferta de emprego

Fidelity Investments is seeking a Planning Consultant to deliver personalized financial planning and client education. You will conduct joint client appointments, develop a structured contact strategy, and leverage Salesforce and Glance to enhance service for Fidelity’s most valuable clients.

The role emphasizes mentoring teammates, collaborating with Wealth Planners, and aligning with Fidelity’s onsite working model as it evolves across regions.