Job Description:Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each clients unique planning needs.
Through your integrity and adoption of Fidelitys client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.
The Expertise Were Looking ForFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hireFinancial services experience preferably in financial planningDegree and/or other professional certifications such as CFP are helpful; if you dont already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your RoleThe Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity.
Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts.
This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further.
This partnership will allow the team to further meet the needs of our clients.
You will see your impact on the business and have rewarding interactions with clients every single day!
The Skills You BringThorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.Ability to profile to understand planning needs and identify appropriate solutionsYou have a vested interest in building relationships and being an advocate for clientsYou are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goalsComfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship Our Investments in YouFidelitys greatest advantage is our people, and we believe it is important to approach life holistically.
We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.
And our?benefit programs?are designed to help you and your family strike the right balance.
We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.
You will not fail due to a lack of training or onboarding!
The Value You DeliverConducting joint appointments with clients, focused on consultations through Fidelitys guidance offeringEducating and planning with clients to uncover opportunities that will lead to the clients successCreating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as SalesforceBuilding long-lasting, meaningful relationships with clientsMentoring and supporting the success of your peers Certifications:Series 07 FINRACompany OverviewFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients.
We help people invest and plan for their future.
We assist companies and non-profit organizations in delivering benefits to their employees.
And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.Join UsAt Fidelity, youll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours.
You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.
Honored with a Glassdoor Employees Choice Award, we have been recognized by our employees as a Best Place to Work in 2022.
And you dont need a finance background to succeed at Fidelitywe offer a range of opportunities for learning so you can build the career youve always imagined.As a result of COVID-19, many of our associates are continuing to work remotely.
When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what were calling Dynamic Working.We invite you to Find Your Fidelity at fidelitycareers.Com.Fidelity Investments is an equal opportunity employer.
We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.
To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email toaccommodations @fmr.Com, or by calling 800-835-5099, prompt 2, option 2.
We welcome those with experience in jobs such as Cosmetologist, Guest Service Associate, and Makeup Artist and others in the Beauty and Spa to apply.