Wealth Planning Consultant — Build Lifetime Client Relationships

Fidelity Investments Inc.

Beachwood (OH)

Presencial

USD 65.000 - 90.000

Jornada completa

Hace 2 días

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Descripción de la vacante

Fidelity Investments Inc. is seeking a Planning Consultant to deliver personalized financial planning services and strengthen client relationships through asset consolidation, referrals, and plan implementation.

The role emphasizes education, planning strategy, and collaboration with the Wealth team. You will conduct joint appointments, profile client needs, and use Fidelity tools to drive outcomes while mentoring associates and supporting colleagues in delivering comprehensive financial

Formación

Series 7 & 66 licensed or ability to acquire Series 66 upon hire.
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 to understand planning needs and identify solutions.
Demonstrated interest in building relationships and advocating for clients.
Motivated toward success, ownership mindset, and goal orientation.
Comfortable making outbound calls to educate clients and uncover opportunities.

Responsabilidades

Provide world-class planning experiences and strengthen client relationships through asset consolidation, referrals, and plan implementation.
Develop an engagement strategy to meet each client’s planning needs.
Conduct joint client appointments and deliver personalized financial consultations.
Mentor and support fellow associates while collaborating with team members.
Utilize tools like Salesforce to maintain an organized client contact strategy.