Financial Planning Consultant: Build Lasting Clients

Fidelity Investments; Franklin (TN); On-site; USD 90,000 - 110,000; Full time

Job summary

Fidelity Investments in Franklin, TN is seeking a Planning Consultant to deliver personalized financial planning and strengthen client relationships through asset consolidation, referrals, and plan implementation.

You will use Salesforce to manage client engagement, mentor colleagues, and collaborate with Financial Consultants to expand planning opportunities and help clients achieve long-term financial success.

Qualifications

• FINRA Series 7 & 66 licensed or ability to acquire Series 66 on hire.
• Minimum 2 years of financial services experience.
• CFP Certification is encouraged.
• Strong understanding of financial planning concepts for clients.
• Ability to profile planning needs and identify solutions.
• Relationship builder and client advocate.
• Ownership mindset and goal-driven approach.
• Comfortable making outbound calls to educate clients and uncover opportunities.

Responsibilities

• Conduct joint client appointments and deliver personalized financial planning.
• Create and maintain a client contact strategy using Salesforce.
• Mentor and support fellow associates and collaborate with partners.
• Leverage technologies like Glance to enhance the client experience.

Skills

FINRA Series 7

FINRA Series 66

CFP Certification

Financial services experience

Client relationship skills

Outbound calling

Tools

Salesforce

Glance

Job description

Fidelity Investments in Franklin, TN is seeking a Planning Consultant to deliver personalized financial planning and strengthen client relationships through asset consolidation, referrals, and plan implementation.

You will use Salesforce to manage client engagement, mentor colleagues, and collaborate with Financial Consultants to expand planning opportunities and help clients achieve long-term financial success.