Financial Planning Consultant: Lifelong Client Relationships

Fidelity Investments Inc.; Akron (OH); Sur place; USD 60 000 - 90 000; Plein temps

Résumé du poste

Fidelity Investments Inc. seeks a Planning Consultant to enhance client relationships through asset consolidation, referrals, and plan implementation.

You will deliver personalized financial consultations, create organized client contact strategies, and collaborate with partners to expand planning opportunities. You will mentor fellow associates and use Fidelity tools to present planning outputs, guiding clients toward long-term financial success.

Qualifications

• FINRA Series 7 & 66 licenses or ability to acquire Series 66 on hire.
• Minimum 2 years of financial services or related experience.
• Strong understanding of financial planning concepts.

Responsabilités

• Conduct joint client appointments and deliver personalized financial consultations.
• Develop engagement strategies to meet clients' planning needs.
• Profile clients to identify solutions and build long-term relationships.
• Mentor and support associates while collaborating with team members.

Connaissances

FINRA Series 7 & 66 Licenses

Financial services experience

Client relationship building

Outbound calling

Sales aptitude

Formation

CFP Certification encouraged

Outils

Salesforce

Description du poste

Fidelity Investments Inc. seeks a Planning Consultant to enhance client relationships through asset consolidation, referrals, and plan implementation.

You will deliver personalized financial consultations, create organized client contact strategies, and collaborate with partners to expand planning opportunities. You will mentor fellow associates and use Fidelity tools to present planning outputs, guiding clients toward long-term financial success.