Planning Consultant: Create Lifelong Client Financial Plans

Fidelity Investments Inc.; Greenville (SC); On-site; USD 85,000 - 120,000; Full time

Job summary

Fidelity Investments Inc. seeks a Planning Consultant to offer personalized financial planning and strengthen client relationships through asset consolidation and plan implementation.

You will develop engagement strategies and mentor colleagues, while using Salesforce to maintain client contact plans. You will collaborate with Financial Consultants to deliver comprehensive planning, explore opportunities, and guide clients toward long-term financial success, aligning with Fidelity's client

Qualifications

• FINRA licenses or ability to acquire Series 66 upon hire.
• Minimum 2 years in financial services or relevant experience.
• CFP Certification is highly encouraged.
• Strong understanding of financial planning concepts for client solutions.
• Ability to profile client needs and identify appropriate solutions.
• Viable interest in building relationships and client advocacy.
• Motivated, ownership-minded, and goal-oriented.
• Comfortable making outbound calls to educate clients and uncover opportunities.

Responsibilities

• Conduct joint client appointments and deliver personalized financial consultations.
• Develop an engagement strategy to meet each client's planning needs.
• Create and maintain an organized client contact strategy; use Salesforce.
• Mentor and support fellow associates to promote collaboration.
• Collaborate with Financial Consultant or Wealth Planner to expand planning capabilities.
• Present guidance outputs and discuss planning concepts with clients.

Skills

FINRA Series 7/66

State registrations

CFP Certification

Financial planning concepts

Client profiling

Relationship building

Outbound calls

Ownership & accountability

Tools

Glance

Job description

Fidelity Investments Inc. seeks a Planning Consultant to offer personalized financial planning and strengthen client relationships through asset consolidation and plan implementation.

You will develop engagement strategies and mentor colleagues, while using Salesforce to maintain client contact plans. You will collaborate with Financial Consultants to deliver comprehensive planning, explore opportunities, and guide clients toward long-term financial success, aligning with Fidelity's client