Financial Planning Consultant: Lifelong Client Relationships

Fidelity Investments Inc.; Warrington Township (Bucks County); On-site; USD 65,000 - 90,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Planning Consultant to provide personalized financial consultations, identify opportunities through asset consolidation, referrals, and plan implementation.

You will develop engagement strategies and nurture lifetime client relationships while using Fidelity’s planning tools. You will conduct joint client appointments, mentor associates, and collaborate with the Financial Consultant or Wealth Planner to deliver comprehensive planning.

Qualifications

• FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire.
• Minimum 2 years of financial services or relevant experience.
• Attainment of CFP Certification is highly encouraged.
• Strong understanding of financial planning concepts to help clients build effective financial plans.

Responsibilities

• Attend joint client appointments and deliver personalized financial consultations.
• Develop an engagement strategy to meet each client’s planning needs.
• Build and maintain an organized client contact strategy and mentor associates.
• Leverage Fidelity tools and technologies (e.g., Salesforce, Glance) to enhance client experience.

Skills

FINRA Series 7

FINRA Series 66

CFP Certification

Client relationship building

Financial planning

Outbound client calls

Salesforce

Glance

Tools

Salesforce

Glance

Job description

Fidelity Investments Inc. is seeking a Planning Consultant to provide personalized financial consultations, identify opportunities through asset consolidation, referrals, and plan implementation.

You will develop engagement strategies and nurture lifetime client relationships while using Fidelity’s planning tools. You will conduct joint client appointments, mentor associates, and collaborate with the Financial Consultant or Wealth Planner to deliver comprehensive planning.