Financial Planning Consultant - Relationship Builder

Fidelity Investments Inc.; Warrington Township (Bucks County); Sur place; USD 70 000 - 110 000; Plein temps

Résumé du poste

Fidelity Investments Inc. in Warrington Township is seeking a Planning Consultant to provide personalized financial planning, consolidate assets, and strengthen client relationships through referrals and effective plan implementation.

You will develop engagement strategies and conduct joint client appointments using Fidelity’s tools and processes. The role emphasizes education, relationship building, and collaboration with Financial Consultants or Wealth Planners, with onsite working model and

Qualifications

• FINRA Series 7 & 66 licensed or able to acquire Series 66 on hire
• Minimum of 2 years of financial services experience
• CFP Certification is highly encouraged
• Strong understanding of financial planning concepts
• Ability to profile planning needs to identify solutions
• Commitment to building client relationships
• Willingness to outbound educate clients and uncover opportunities

Responsabilités

• Conduct joint client appointments and deliver personalized financial consultations
• Develop engagement strategies to meet clients' planning needs
• Use Salesforce and Fidelity tools to maintain an organized client contact plan
• Collaborate with Financial Consultant or Wealth Planner to expand planning opportunities
• Mentor and support associates to promote a collaborative planning culture

Connaissances

FINRA Series 7 & 66

2+ years financial services

Formation

CFP Certification

Outils

Salesforce

Description du poste

Fidelity Investments Inc. in Warrington Township is seeking a Planning Consultant to provide personalized financial planning, consolidate assets, and strengthen client relationships through referrals and effective plan implementation.

You will develop engagement strategies and conduct joint client appointments using Fidelity’s tools and processes. The role emphasizes education, relationship building, and collaboration with Financial Consultants or Wealth Planners, with onsite working model and