Financial Planning Consultant: Grow Client Relationships

Fidelity Investments Inc.; Orange (OH); On-site; USD 70,000 - 100,000; Full time

Job summary

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

You will work with the Wealth/Financial Planning team to align Fidelity’s client commitments with planning outcomes, driving lifetime relationships and client

Qualifications

• Minimum 2 years of financial services or related experience.
• FINRA Series 7 & 66 licenses or ability to acquire Series 66 upon hire.
• CFP Certification is highly encouraged.
• Strong understanding of financial planning concepts.
• Ability to profile clients and identify suitable solutions.

Responsibilities

• Conduct joint client appointments and deliver personalized financial consultations.
• Develop an engagement strategy to meet each client’s planning needs.
• Mentor and support fellow associates to promote collaboration.
• Utilize Salesforce and Glance to enhance the client experience.
• Build long-lasting client relationships and identify planning opportunities.

Skills

FINRA Series 7 & 66 licenses

State registrations

2+ years financial services experience

CFP Certification encouraged

Financial planning concepts

Client profiling & needs analysis

Relationship building

Outbound client education calls

Education

FINRA Series 7 & 66 licenses

CFP Certification

Tools

Salesforce

Glance

Job description

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

You will work with the Wealth/Financial Planning team to align Fidelity’s client commitments with planning outcomes, driving lifetime relationships and client