Planning Consultant - Gold Coast, IL

Fidelity Investments; Chicago (IL); Hybrid; USD 60,000 - 100,000; Full time

Job summary

A leading financial services firm seeks a Planning Consultant in Chicago to provide exceptional client planning experiences. This role enhances client relationships through financial planning expertise and collaboration with Financial Consultants, supporting clients in achieving their financial goals. Candidates should have relevant licenses and a background in financial planning, with opportunities for growth and ongoing training provided.

Benefits

Comprehensive healthcare coverage

Tuition reimbursement program

Generous paid time off

Support for emotional well-being

Qualifications

• FINRA Series 7 & 63 licensed, Series 65/66 upon hire.
• Financial services experience, preferably in planning.
• Strong understanding of client relationship management.

Responsibilities

• Conduct joint appointments focused on client consultations.
• Educate clients to identify financial planning opportunities.
• Build and maintain client contact strategies.

Skills

Financial planning concepts

Client relationship building

Success motivation

Outbound communication

Education

Degree in Finance or related field

CFP certification (helpful)

Tools

Salesforce

Job description

Join to apply for the Planning Consultant - Gold Coast, IL role at Fidelity Investments

1 week ago Be among the first 25 applicants

Join to apply for the Planning Consultant - Gold Coast, IL role at Fidelity Investments

Get AI-powered advice on this job and more exclusive features.

Job Description

Planning Consultant

As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.

The Expertise We’re Looking For

• FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
• Financial services experience preferably in financial planning
• Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
  
  

The Purpose of Your Role

The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!

The Skills You Bring

• Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.
• Ability to profile to understand planning needs and identify appropriate solutions
• You have a vested interest in building relationships and being an advocate for clients
• You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals
• Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship
  
  

Our Investments in You

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!

The Value You Deliver

• Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering
• Educating and planning with clients to uncover opportunities that will lead to the client’s success
• Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce
• Building long-lasting, meaningful relationships with clients
• Mentoring and supporting the success of your peers
  
  

The base salary range for this position is $60,000 - $100,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Certifications

Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA

Category

Relationship Management

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

Referrals increase your chances of interviewing at Fidelity Investments by 2x

Sign in to set job alerts for “Planning Consultant” roles.

Campus Planner, Real Estate and Workplace Services Planning

Chicago, IL $123,000.00-$180,000.00 2 weeks ago

Chicago, IL $90,000.00-$105,000.00 11 hours ago

Chicago, IL $112,860.00-$143,900.00 1 week ago

Chicago, IL $85,000.00-$130,000.00 2 weeks ago

Manager, Headcount Planning & Operations

Greater Chicago Area $63,000.00-$95,700.00 2 days ago

Planning & Performance Consultant- Implementation

Chicago, IL $70,000.00-$90,000.00 6 months ago

Deerfield, IL $56,000.00-$84,700.00 1 day ago

Chicago, IL $120,000.00-$150,000.00 1 hour ago

Chicago, IL $70,000.00-$85,000.00 3 hours ago

Strategy Insights & Planning Associate Consultant

Chicago, IL $108,700.00-$163,100.00 6 months ago

Norwood Park, IL $140,000.00-$140,000.00 3 weeks ago

Chicago, IL $80,400.00-$120,600.00 1 day ago

Strategic Planning & Operations Consultant

Chicago, IL $66,800.00-$120,650.00 1 week ago

Supply Chain - Integrated Business Planning (IBP) Consultant

Chicago, IL $69,769.35-$85,467.39 1 week ago

Chicago, IL $116,000.00-$159,500.00 1 week ago

Supply Chain - Integrated Business Planning (IBP) Consultant, Travel Required

Chicago, IL $70,000.00-$85,000.00 6 hours ago

Senior Planner, Supply Chain - Demand Canada

Chicago, IL $71,000.00-$96,000.00 1 week ago

Strategy Insights & Planning Associate Consultant

Northbrook, IL $55,000.00-$70,000.00 3 weeks ago

Chicago, IL $108,700.00-$163,100.00 6 months ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.