Financial Planning Consultant: Build Lifetime Relationships

Fidelity Investments Inc.; Austin (TX); Sur place; USD 90 000 - 130 000; Plein temps

Avantages offerts par ce poste

Onsite working model

Résumé du poste

Fidelity Investments Inc. is seeking a Planning Consultant to deliver personalized financial consultations, strengthen client relationships, and implement tailored planning solutions.

You will conduct joint client appointments, profile client needs, and leverage Fidelity tools such as Salesforce and Glance to enhance the client experience. You will mentor colleagues, collaborate with Financial Consultants, and contribute to a high-standard client commitment strategy while transitioning Fidelity

Qualifications

• FINRA Series 7 & 66 licensed and state registrations, or ability to acquire Series 66 upon hire.
• Minimum 2 years of financial services or relevant experience.
• CFP Certification is highly encouraged.
• Strong understanding of financial planning concepts to help clients build effective plans.
• Ability to profile to understand planning needs and identify solutions.
• Vested interest in building relationships and advocating for clients.
• Motivated toward success, ownership, and meaningful goals.
• Comfortable making outbound calls to educate clients and uncover opportunities.

Responsabilités

• Conduct joint client appointments and deliver personalized financial consultations.
• Create and maintain an organized client contact strategy and engage partners.
• Mentor and support fellow associates while leveraging Fidelity tools.
• Collaborate with team to present planning outputs and identify opportunities.
• Build lasting client relationships and advocate for clients’ financial plans.

Connaissances

Finra planning concepts

Relationship building

Outbound calls

Client profiling

Ownership & accountability

Formation

CFP Certification recommended

FINRA licenses (SIE, 7/66/63)

Outils

Salesforce

Glance

Description du poste

Fidelity Investments Inc. is seeking a Planning Consultant to deliver personalized financial consultations, strengthen client relationships, and implement tailored planning solutions.

You will conduct joint client appointments, profile client needs, and leverage Fidelity tools such as Salesforce and Glance to enhance the client experience. You will mentor colleagues, collaborate with Financial Consultants, and contribute to a high-standard client commitment strategy while transitioning Fidelity