Job Description: Planning Consultant Through your integrity and adherence to Fidelitys client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.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.The Expertise Were Looking ForFINRA Series 7 & 63 required prior to hireSeries 65 and/or 66 and insurance licenses within 90 days of hireMinimum 2 years of financial services or relevant experienceAttainment of CFP® Certification is highly encouragedThe Purpose of Your Role The Planning Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity.
This role expands upon the planning capabilities available to engage Fidelitys most valuable clients.
In addition to the primarily role of conducting financial planning interactions, you will support the overall client relationship by using innovative technologies, such as Glance, to maximize efficiencies for clients.
You will be in complete alignment with Fidelitys firm wide initiatives that will give you the opportunity to positively influence clients financial plans.
You will see your impact on the business and have rewarding interactions with clients every single day!The Skills You BringRemarkable 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 calls to further educate clients and uncover opportunities Our Investments in You We believe it is important to approach life holistically.
Fidelitys greatest advantage is our people so ourbenefit programs(opens in a new tab)are designed to help you and your loved ones strike the right balance.
Sound too good to be true?
See for yourself and learn more about our benefits offerings: We offer a competitive total rewards package, including a stable base salary, to recognize associate achievementsClick to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments(opens in a new tab)Click here for a story about how we are helping ouremployees payback their student loan debt(opens in a new tab)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 peersHow Your Work Impacts the Organization Through your knowledge of financial planning 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 complex planning opportunities in which youll partner with the Financial Consultant or Wealth Planner to develop further.
This partnership will allow the team to further meet the needs of our clients!
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 please contact the following:For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2For roles based in Ireland: Contact accommodationsireland@fmr.comFor roles based in Germany: Contact accommodationsgermany@fmr.com Fidelity Privacy policy Certifications:Series 07 FINRA, Series 63 FINRA Company OverviewAt Fidelity Investments, our customers are at the heart of everything we do.
As a privately held company with a rich 75-year history, our mission has remained the same since our founding: 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.
And you dont need a finance background to succeed at Fidelitywe offer a range of opportunities for learning and growth so you can build the career youve always imagined.
We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.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 Nail Technician, Licensed Massage Therapist, and Assistant Salon Manager and others in the Beauty and Spa to apply.