Planning Consultant: Build Lasting Client Relationships

Habitat For Humanity Of Durham; Raleigh (NC); On-site; USD 70,000 - 120,000; Full time

Job summary

Fidelity Investments in Raleigh, NC is seeking a Planning Consultant to deliver personalized financial planning through client appointments, asset consolidation and referrals. You will build organized client contact strategies, educate clients, and support lifelong relationships with Fidelity.

You will partner with Financial Consultants and Wealth Planners, use Salesforce and Glance to enhance the client experience, and mentor colleagues while aligning with Fidelity’s client commitment

Qualifications

• FINRA licenses and state registrations or ability to acquire Series 66 on hire.
• Minimum 2 years in financial services or related experience.
• CFP Certification encouraged.
• Strong financial planning concepts for client plans.
• Ability to profile clients and identify suitable solutions.
• Relationship-builder advocating for clients.
• Motivated with ownership and goal orientation.
• Willing to outbound educate clients and uncover opportunities.

Responsibilities

• Conduct joint client appointments and deliver personalized financial consultations.
• Develop engagement strategy and manage client contact plans using Salesforce.
• Mentor and support fellow associates to promote collaboration.
• Partner with Financial Consultant/Wealth Planner to deliver planning support.

Skills

FINRA Series 7 & 66 licensing

Financial services experience

Profile to understand planning needs

Client relationship advocacy

Outbound calling

Ownership mindset

Education

CFP Certification

Tools

Salesforce

Glance

Job description

Fidelity Investments in Raleigh, NC is seeking a Planning Consultant to deliver personalized financial planning through client appointments, asset consolidation and referrals. You will build organized client contact strategies, educate clients, and support lifelong relationships with Fidelity.

You will partner with Financial Consultants and Wealth Planners, use Salesforce and Glance to enhance the client experience, and mentor colleagues while aligning with Fidelity’s client commitment