Strategic Financial Planning Advisor

Fidelity

United States

On-site

USD 70,000 - 120,000

Full time

3 days ago

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Job summary

Fidelity is seeking a Planning Consultant who partners with clients to build personalized financial plans, consolidate assets, and identify opportunities for plan implementation. You will engage through joint appointments and develop a thoughtful client engagement strategy using Fidelity's tools.

You will mentor peers, collaborate with Wealth Planners, and leverage Salesforce to maintain an organized client contact strategy.

Qualifications

FINRA Series 7 & 66 licenses or eligibility to acquire Series 66 upon hire.
Insurance license required.
Minimum 2 years of financial services or relevant experience.
CFP Certification is highly encouraged.
Strong understanding of financial planning concepts for clients and families.
Ability to profile clients to identify planning needs and solutions.
Motivated to build client relationships and advocate on their behalf.
Willing to make outbound calls to educate clients and uncover opportunities.

Responsibilities

Conduct financial planning interactions and deliver personalized consultations.
Develop and maintain an organized client contact strategy using Salesforce.
Collaborate with Financial Consultant/Wealth Planner to expand planning opportunities.
Mentor and support fellow associates to promote a collaborative environment.