Planning Consultant: Strategy & Client Relationships

Fidelity Investments

Perrysburg (OH)

On-site

USD 85,000 - 110,000

Full time

4 days ago

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Job summary

Fidelity Investments in Ohio is seeking a Planning Consultant to deliver personalized financial planning and strengthen client relationships through asset consolidation, referrals, and plan implementation. You will develop engagement strategies and use tools like Salesforce to manage client interactions.

Join a team that values integrity, client commitment, and collaboration, with opportunities to mentor associates and partner with Financial Consultants to expand planning capabilities for

Qualifications

FINRA licenses or ability to acquire Series 66 upon hire.
Minimum 2 years of financial services experience.
CFP certification encouraged.
Strong understanding of financial planning concepts.
Ability to profile to understand planning needs and identify solutions.
Demonstrated relationship-building with clients.
Willing to make outbound calls to educate clients.

Responsibilities

Conduct joint client appointments and deliver personalized financial consultations.
Develop an engagement strategy that meets each client’s planning needs.
Maintain organized client contact strategy and engage business partners.
Mentor and support fellow associates.
Leverage Salesforce and Glance to enhance the client experience.
Partner with Financial Consultant or Wealth Planner to uncover planning opportunities.

Skills

FINRA Series 7/66

CFP Certification

Financial services experience

Relationship building

Outbound calling

Client profiling

Ownership mindset

Tools

Salesforce

Glance

Job description

Join a team that values integrity, client commitment, and collaboration, with opportunities to mentor associates and partner with Financial Consultants to expand planning capabilities for

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