Strategic Financial Planning Consultant

Soteria Reinsurance Ltd.; Tampa (FL); Hybrid; USD 80,000 - 140,000; Full time

Job summary

Fidelity is seeking a Planning Consultant in the Tampa Bay area to deliver personalized financial planning and strengthen client relationships through asset consolidation and plan implementation. You will conduct joint client appointments, educate clients on Fidelity's offerings, and mentor peers while using Salesforce and Glance to enhance the client experience.

The role emphasizes ownership, outbound outreach, and a commitment to delivering lifetime client relationships within Fidelity's

Qualifications

• FINRA Series 7 & 66 licenses or ability to acquire Series 66 upon hire.
• Minimum 2 years of financial services or relevant experience.
• Attainment of CFP Certification is highly encouraged.

Responsibilities

• Conduct joint client appointments and deliver personalized financial planning.
• Develop and execute client engagement strategies to strengthen relationships.
• Mentor and support associates while leveraging technology to enhance planning experiences.
• Profile clients' needs and present appropriate financial solutions.

Skills

Series 7 & 66

2+ years experience

Financial planning

Profiling needs

Relationship building

Outbound calls

Education

CFP Certification encouraged

Tools

Salesforce

Glance

Job description

Fidelity is seeking a Planning Consultant in the Tampa Bay area to deliver personalized financial planning and strengthen client relationships through asset consolidation and plan implementation. You will conduct joint client appointments, educate clients on Fidelity's offerings, and mentor peers while using Salesforce and Glance to enhance the client experience.

The role emphasizes ownership, outbound outreach, and a commitment to delivering lifetime client relationships within Fidelity's