Financial Planning Consultant: Build Lifelong Client Relationships

Soteria Reinsurance Ltd.; Perrysburg (OH); Hybrid; USD 75,000 - 110,000; Full time

Job summary

Fidelity Investments is seeking a Planning Consultant to deliver personalized financial consultations, consolidate assets, and strengthen client relationships. You will create and maintain an organized client contact strategy, mentor colleagues, and use tools like Salesforce and Glance to enhance service.

Role requires FINRA Series 7 & 66 licensing or ability to acquire Series 66, 2+ years in financial services, and CFP encouragement.

Qualifications

• FINRA Series 7 & 66 licensed or ability to acquire Series 66 on hire
• Minimum 2 years of financial services experience
• CFP Certification encouraged
• Strong understanding of financial planning concepts
• Ability to profile planning needs and identify solutions
• Relationship building and client advocacy
• Willingness to outbound educate clients and uncover opportunities

Responsibilities

• Conduct joint client appointments and deliver personalized financial consultations
• Develop an engagement strategy to meet each client’s planning needs
• Mentor and support associates; collaborate with business partners
• Leverage Salesforce and Glance to enhance the client experience
• Present planning outputs and discuss recommendations with clients

Skills

Financial services experience

FINRA Series 7 & 66

Client relationship building

Education

CFP Certification

Tools

Salesforce

Glance

Job description

Fidelity Investments is seeking a Planning Consultant to deliver personalized financial consultations, consolidate assets, and strengthen client relationships. You will create and maintain an organized client contact strategy, mentor colleagues, and use tools like Salesforce and Glance to enhance service.

Role requires FINRA Series 7 & 66 licensing or ability to acquire Series 66, 2+ years in financial services, and CFP encouragement.