Strategic Financial Planning Consultant

Soteria Reinsurance Ltd.; Northern (KY); Hybrid; USD 70,000 - 110,000; Full time

Job summary

Fidelity Investments is seeking a Planning Consultant to deliver personalized financial planning and build lifetime client relationships. You will conduct joint appointments, educate clients on Fidelity’s offerings, and create an organized contact strategy using Salesforce.

With required licenses or ability to obtain them, you will collaborate with Wealth Planners to identify suitable solutions and expand opportunities while mentoring teammates and supporting firm-wide initiatives.

Qualifications

• FINRA Series 7 & 66 licensed or ability to acquire Series 66.
• Minimum 2 years of financial services experience.
• CFP Certification is encouraged; strong financial planning knowledge.

Responsibilities

• Conduct financial planning interactions and educate clients about Fidelity’s offerings.
• Develop client engagement strategies and strengthen client relationships.
• Collaborate with the Financial Consultant/Wealth Planner and leverage tools like Salesforce to deliver planning solutions.

Skills

FINRA Series 7

FINRA Series 66

Series 66 upon hire

CFP Certification encouraged

Financial planning concepts

Relationship building

Outbound calls

Tools

Salesforce

Glance

Job description

Fidelity Investments is seeking a Planning Consultant to deliver personalized financial planning and build lifetime client relationships. You will conduct joint appointments, educate clients on Fidelity’s offerings, and create an organized contact strategy using Salesforce.

With required licenses or ability to obtain them, you will collaborate with Wealth Planners to identify suitable solutions and expand opportunities while mentoring teammates and supporting firm-wide initiatives.