Planning Consultant- Torrance CA

Fidelity Investments; Torrance (CA); On-site; USD 60,000 - 100,000; Full time

Job summary

Fidelity Investments seeks a Planning Consultant dedicated to building lasting client relationships and delivering world-class financial planning services. The role emphasizes integrity, client commitment, and opportunities for personal and professional development while offering a competitive salary and benefits package tailored to support your overall well-being.

Benefits

Comprehensive health care coverage

Generous paid time off

Tuition reimbursement

Student loan repayment support

Market-leading retirement benefits

Emotional well-being support

Charitable giving match program

Qualifications

• Licensed in FINRA Series 7 & 63, with Series 65/66 preferred.
• Experience in financial services, especially in planning.
• Degree and professional certifications like CFP are beneficial.

Responsibilities

• Provide financial planning consultations to clients.
• Develop engagement strategies based on unique client needs.
• Conduct joint appointments and create client contact strategies.

Skills

Financial planning concepts

Relationship building

Client advocacy

Outbound communication

Ownership and goal commitment

Education

FINRA Series 7 & 63 licensed

Series 65 or 66 licensed (or ability to obtain)

CFP or equivalent degree

Tools

Salesforce

Job description

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 ourbenefit programsare 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 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.