Planning Consultant - Providence, RI

Fidelity Investments; Providence (RI); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Onsite working model

Benefits package

Job summary

Fidelity Investments in Providence, RI seeks a Planning Consultant to deliver world-class planning experiences, deepen client relationships, and develop engagement strategies tailored to each client's needs. You will work with Fidelity’s guidance tools and coordinate with Financial Consultants to maximize client outcomes.

We value CFP certification and FINRA licenses, and you will contribute to a collaborative team in an onsite environment while nurturing durable client relationships and

Qualifications

• Remarkable understanding of financial planning concepts to help clients build effective financial plans.
• Ability to profile to understand planning needs and identify appropriate solutions.
• Vested interest in building relationships and advocating for clients.
• Motivated toward success with ownership and goal achievement.
• Comfort making outbound calls to educate clients and uncover opportunities.

Responsibilities

• Conduct joint appointments focusing on Fidelity's guidance offering.
• Educate and plan with clients to uncover opportunities for their success.
• Create and maintain an organized client contact strategy using tools like Salesforce.
• Build long-lasting, meaningful client relationships.
• Mentor and support peers to drive team success.

Skills

Financial planning concepts

Profiling planning needs

Relationship building

Ownership mindset

Outbound calling

Education

CFP Certification

Tools

Series 7 & 66 licensing

Job description

Job Description

Through your integrity and adherence to Fidelity’s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.

Job Description

Through your integrity and adherence to Fidelity’s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.

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.

The Expertise We’re Looking For

• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• Minimum 2 years of financial services or relevant experience
• Attainment of CFP® Certification is highly encouraged

The Purpose of Your Role

The Planning Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity. This role expands upon the planning capabilities available to engage Fidelity’s most valuable clients. In addition to the primarily role of conducting financial planning interactions, you will support the overall client relationship by using innovative technologies, such as Glance, to maximize efficiencies for clients. You will be in complete alignment with Fidelity’s firm wide initiatives that will give you the opportunity to positively influence clients’ financial plans. You will see your impact on the business and have rewarding interactions with clients every single day!

The Skills You Bring

• Remarkable 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 calls to further educate clients and uncover opportunities

Note: Fidelity will not provide immigration sponsorship for this position.

Our Investments in You

Benefits

We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our benefit programs(opens in a new tab) are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:

• We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements
• Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments(opens in a new tab)
• Click here for a story about how we are helping our employee’s payback their student loan debt(opens in a new tab)

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

How Your Work Impacts The Organization

Through your knowledge of financial planning 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 complex planning opportunities in which you’ll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients!

Fidelity’s Onsite Working Model

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications

Series 07 - FINRA, Series 66 - FINRA

Category

Relationship Management

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.