Financial Planning Consultant | Build Lifelong Client Relationships

Fidelity; United States; On-site; USD 70,000 - 110,000; Full time

Job summary

Fidelity is seeking a Planning Consultant to deliver world-class planning experiences and strengthen client relationships through asset consolidation and plan implementation. You will develop engagement strategies, use Salesforce and Glance, and mentor colleagues to expand planning capabilities for Fidelity's valued clients.

You will conduct joint appointments, educate clients, and identify opportunities aligned with long-term financial success, partnering with Financial Consultants or Wealth

Qualifications

• Active FINRA licenses Series 7 and 66 or ability to acquire Series 66 on hire.
• Minimum 2 years of financial services or relevant experience.
• CFP Certification is highly encouraged.
• Strong understanding of financial planning concepts to build client plans.
• Ability to profile client needs and identify suitable solutions.
• Demonstrated commitment to client relationships and advocacy.
• Willingness to make outbound calls to educate clients and uncover opportunities.

Responsibilities

• Conduct joint client appointments and deliver personalized financial planning.
• Develop an engagement strategy and organize client contact plans.
• Mentor and support fellow associates to foster collaboration.
• Leverage Salesforce and Glance to enhance the client experience.
• Collaborate with Financial Consultant or Wealth Planner to deepen planning opportunities.

Skills

Series 7 & 66 licenses

Financial services experience

CFP Certification (encouraged)

Financial planning concepts

Profiling client needs

Relationship building

Outbound calling

Education

CFP Certification

Tools

Salesforce

Glance

Job description

Fidelity is seeking a Planning Consultant to deliver world-class planning experiences and strengthen client relationships through asset consolidation and plan implementation. You will develop engagement strategies, use Salesforce and Glance, and mentor colleagues to expand planning capabilities for Fidelity's valued clients.

You will conduct joint appointments, educate clients, and identify opportunities aligned with long-term financial success, partnering with Financial Consultants or Wealth