Strategic Financial Planning Consultant

Fidelity Investments Inc.; Fairlawn (OH); On-site; USD 65,000 - 95,000; Full time

Job summary

Fidelity Investments Inc. in Ohio is seeking a Planning Consultant to deliver personalized financial planning, consolidate assets, and strengthen client relationships through strategy, referrals, and plan implementation.

You will conduct joint client appointments, educate clients on Fidelity solutions, and build a proactive contact strategy using Salesforce and Fidelity tools. The role includes mentoring peers and collaborating with the Financial Consultant or Wealth Planner to serve Fidelity's

Qualifications

• 2+ years of financial services or relevant experience.
• FINRA Series 7 & 66 licenses (or ability to acquire Series 66 on hire).
• CFP certification is encouraged.

Responsibilities

• Conduct joint client appointments and provide personalized financial planning.
• Develop engagement strategies to meet clients' planning needs.
• Maintain organized client contact strategies and use Salesforce.
• Mentor and support fellow associates to strengthen team capabilities.

Skills

FINRA Series 7

FINRA Series 66

CFP Certification

Financial planning concepts

Client profiling

Relationship building

Outbound calls

Salesforce

Glance

Tools

Salesforce

Glance

Job description

Fidelity Investments Inc. in Ohio is seeking a Planning Consultant to deliver personalized financial planning, consolidate assets, and strengthen client relationships through strategy, referrals, and plan implementation.

You will conduct joint client appointments, educate clients on Fidelity solutions, and build a proactive contact strategy using Salesforce and Fidelity tools. The role includes mentoring peers and collaborating with the Financial Consultant or Wealth Planner to serve Fidelity's