Strategic Financial Planner & Client Relationship Expert

Fidelity Investments Inc.; Hilton Head Island (SC); On-site; USD 60,000 - 90,000; Full time

Job summary

Fidelity Investments Inc. seeks a Planning Consultant to deliver personalized financial planning, consolidate assets, and strengthen client relationships through strategic planning and referrals.

You will educate clients, coordinate with partners, mentor colleagues, and use tools like Salesforce to maintain an organized client contact strategy while advancing Fidelity’s lifetime relationships.

Qualifications

• FINRA licenses (Series 7 & 66) or ability to acquire Series 66 on hire.
• Minimum 2 years of financial services or relevant experience.
• CFP Certification is highly encouraged.
• Strong knowledge of financial planning concepts for clients.

Responsibilities

• Conduct joint client appointments and deliver personalized financial planning.
• Develop an engagement strategy to strengthen client relationships.
• Mentor and support associates while collaborating with partners.
• Profile client needs and present Fidelity guidance tools to clients.

Skills

FINRA Licenses

Financial Services Experience

CFP Encouraged

Financial Planning Knowledge

Client Profiling

Relationship Building

Outbound Calls

Job description

Fidelity Investments Inc. seeks a Planning Consultant to deliver personalized financial planning, consolidate assets, and strengthen client relationships through strategic planning and referrals.

You will educate clients, coordinate with partners, mentor colleagues, and use tools like Salesforce to maintain an organized client contact strategy while advancing Fidelity’s lifetime relationships.