Financial Planning Consultant: Build Lifelong Client Relationships

Fidelity Investments; Providence (RI); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Onsite working model

Benefits package

Job summary

Fidelity Investments in Providence, RI seeks a Planning Consultant to deliver world-class planning experiences, deepen client relationships, and develop engagement strategies tailored to each client's needs. You will work with Fidelity’s guidance tools and coordinate with Financial Consultants to maximize client outcomes.

We value CFP certification and FINRA licenses, and you will contribute to a collaborative team in an onsite environment while nurturing durable client relationships and

Qualifications

• Remarkable understanding of financial planning concepts to help clients build effective financial plans.
• Ability to profile to understand planning needs and identify appropriate solutions.
• Vested interest in building relationships and advocating for clients.
• Motivated toward success with ownership and goal achievement.
• Comfort making outbound calls to educate clients and uncover opportunities.

Responsibilities

• Conduct joint appointments focusing on Fidelity's guidance offering.
• Educate and plan with clients to uncover opportunities for their success.
• Create and maintain an organized client contact strategy using tools like Salesforce.
• Build long-lasting, meaningful client relationships.
• Mentor and support peers to drive team success.

Skills

Financial planning concepts

Profiling planning needs

Relationship building

Ownership mindset

Outbound calling

Education

CFP Certification

Tools

Series 7 & 66 licensing

Job description

Fidelity Investments in Providence, RI seeks a Planning Consultant to deliver world-class planning experiences, deepen client relationships, and develop engagement strategies tailored to each client's needs. You will work with Fidelity’s guidance tools and coordinate with Financial Consultants to maximize client outcomes.

We value CFP certification and FINRA licenses, and you will contribute to a collaborative team in an onsite environment while nurturing durable client relationships and