Financial Planning Consultant – Build Lasting Client Relationships

Soteria Reinsurance Ltd.; Providence (RI); On-site; USD 60,000 - 95,000; Full time

Job summary

Fidelity Investments in Providence, RI is seeking a Planning Consultant to deliver world-class financial planning experiences and deepen client relationships through asset consolidation, referrals, and plan implementations.

You will support the client engagement strategy alongside Financial Consultants, using tools like Glance and Salesforce to maximize efficiency. This onsite role emphasizes building lasting client relationships and partnerships with teammates.

Qualifications

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

Responsibilities

• Conduct financial planning interactions to help clients build comprehensive plans.
• Engage clients to consolidate assets, referrals, and plan implementations.
• Collaborate with Financial Consultants/Wealth Planners using Fidelity tools and Salesforce.

Skills

FINRA licenses

CFP encouraged

Financial services exp

Outbound outreach

Tools

Salesforce

Job description

Fidelity Investments in Providence, RI is seeking a Planning Consultant to deliver world-class financial planning experiences and deepen client relationships through asset consolidation, referrals, and plan implementations.

You will support the client engagement strategy alongside Financial Consultants, using tools like Glance and Salesforce to maximize efficiency. This onsite role emphasizes building lasting client relationships and partnerships with teammates.