Strategic Financial Planner

Soteria Reinsurance Ltd.; Kentucky; On-site; USD 90,000 - 120,000; Full time

Job summary

Fidelity Investments is seeking a Planning Consultant to deliver personalized financial planning, strengthen client relationships through asset consolidation and plan implementation, and manage an organized client contact strategy using Salesforce.

You will work with a Financial Consultant or Wealth Planner, mentor associates, and help clients pursue long-term financial success in a phased onsite model. FINRA licenses, CFP encouraged, and outbound outreach are part of the role.

Qualifications

• 2+ years of financial services or relevant experience.
• CFP Certification is highly encouraged.
• Remarkable understanding of financial planning concepts to help clients build effective financial plans.

Responsibilities

• Deliver personalized financial consultations and planning.
• Develop engagement strategy to meet client needs and strengthen relationships.
• Manage client contact strategy using Salesforce and collaborate with partners.
• Mentor and support fellow associates in a collaborative environment.

Skills

Client relationship development

Financial planning

Outbound calls

Asset consolidation

Education

CFP Certification encouraged

2+ years financial services experience

FINRA Series 7 & 66 licensing (or ability to acquire)

Tools

Salesforce

Glance

Job description

Fidelity Investments is seeking a Planning Consultant to deliver personalized financial planning, strengthen client relationships through asset consolidation and plan implementation, and manage an organized client contact strategy using Salesforce.

You will work with a Financial Consultant or Wealth Planner, mentor associates, and help clients pursue long-term financial success in a phased onsite model. FINRA licenses, CFP encouraged, and outbound outreach are part of the role.