Financial Planning Consultant: Client Strategy & Growth

Fidelity Investments Inc.; Greenville (SC); Presencial; USD 70 000 - 100 000; Tempo integral

Resumo da oferta

Fidelity Investments Inc. is seeking a Planning Consultant to deliver personalized financial consultations and strengthen client relationships through asset consolidation, referrals, and plan implementation.

You will develop engagement strategies and maintain a structured client contact plan using Salesforce and other Fidelity tools. You will collaborate with Financial Consultants or Wealth Planners, mentor colleagues, and help identify planning opportunities to support clients' long-term goals.

Qualificações

• 2+ years of financial services or relevant experience.
• CFP Certification is highly encouraged.
• Strong understanding of financial planning concepts.
• Ability to profile to understand planning needs and tailor solutions.
• Demonstrated ability to build client relationships and advocate for clients.

Responsabilidades

• Conduct joint client appointments and deliver personalized financial consultations.
• Develop and maintain an organized client contact strategy and engagement plan.
• Collaborate with business partners and utilize tools like Salesforce to support clients.
• Mentor and support fellow associates to promote a collaborative planning environment.
• Present outputs of guidance tools to clients to discuss planning concepts and opportunities.

Conhecimentos

FINRA licenses (Series 7/66)

State registrations

CFP Certification

Financial planning knowledge

Outbound client calls

Relationship building

Formação académica

CFP Certification

Ferramentas

Salesforce

Glance

Descrição da oferta de emprego

Fidelity Investments Inc. is seeking a Planning Consultant to deliver personalized financial consultations and strengthen client relationships through asset consolidation, referrals, and plan implementation.

You will develop engagement strategies and maintain a structured client contact plan using Salesforce and other Fidelity tools. You will collaborate with Financial Consultants or Wealth Planners, mentor colleagues, and help identify planning opportunities to support clients' long-term goals.