Financial Planning Consultant: Client Growth & Strategy

Soteria Reinsurance Ltd.; Reno, Northern (NV, KY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Fidelity Investments is seeking a Planning Consultant to deliver personalized financial planning, strengthening client relationships through asset consolidation, referrals, and plan implementation. You will develop client engagement strategies and mentor colleagues while using Salesforce and Glance to enhance planning experiences.

The role collaborates with the Financial Consultant or Wealth Planner, aligning with Fidelity's commitment to client service and lifelong relationships.

Qualifications

• FINRA Series 7 & 66 licensed or eligible to acquire Series 66.
• Minimum 2 years of financial services or relevant experience.
• CFP certification encouraged but not required.
• Strong understanding of financial planning concepts for clients and families.
• Ability to profile client needs and identify appropriate solutions.
• Commitment to building relationships and advocating for clients.
• Willingness to outbound educate clients and uncover opportunities.

Responsibilities

• Conduct joint client appointments and deliver personalized financial consultations.
• Develop engagement strategies and strengthen client relationships through planning and referrals.
• Mentor and support fellow associates to promote a collaborative environment.
• Utilize Salesforce and Glance to enhance client experience and planning output.
• Partner with Financial Consultant or Wealth Planner to develop further planning opportunities.

Skills

FINRA Series 7 & 66

CFP Certification

2 years experience in financialervices

Ability to obtain Series 66 upon hire

Client relationship building

Outbound calling

Tools

Salesforce

Glance

Job description

Fidelity Investments is seeking a Planning Consultant to deliver personalized financial planning, strengthening client relationships through asset consolidation, referrals, and plan implementation. You will develop client engagement strategies and mentor colleagues while using Salesforce and Glance to enhance planning experiences.

The role collaborates with the Financial Consultant or Wealth Planner, aligning with Fidelity's commitment to client service and lifelong relationships.