Planning Consultant
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will deliver personalized financial planning consultations, identify planning opportunities, and build client relationships. You will conduct joint appointments, develop client engagement strategies, maintain client-contact plans, use Salesforce, and collaborate with Financial Consultants or Wealth Planners on complex planning needs.
Requirements
- FINRA Series 7 and 66 licenses with appropriate state registrations, or ability to acquire Series 66 upon hire
- At least 2 years of financial-services or relevant experience
- Understanding of financial planning concepts
- Ability to profile planning needs and identify appropriate solutions
- Ability to make outbound client calls
Responsibilities
- Deliver personalized financial planning consultations
- Conduct joint client appointments
- Develop engagement strategies for client planning needs
- Identify opportunities through asset consolidation, referrals, and plan implementation
- Create and maintain a client contact strategy
- Engage business partners
- Use Salesforce to manage client engagement
- Mentor and support fellow associates
- Profile client planning needs and identify solutions
- Present guidance-tool outputs and uncover complex planning opportunities
Benefits
- Fully paid parental leave
- On-site health and wellness centers