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 conduct financial planning appointments, develop engagement and client-contact strategies, and use planning tools to identify suitable solutions. You will build client relationships, make outbound calls, coordinate with business partners, use Salesforce, mentor associates, and partner with Financial Consultants or Wealth Planners on complex planning opportunities.
Requirements
- FINRA Series 7 and 66 licenses and appropriate state registrations, or ability to acquire Series 66 upon hire
- 2+ years of financial services or relevant experience
- Financial planning knowledge
- Ability to identify planning needs and appropriate solutions
Responsibilities
- Deliver personalized financial planning consultations
- Conduct joint client appointments
- Develop client engagement and contact strategies
- Identify planning opportunities and appropriate solutions
- Use Salesforce and planning tools
- Build and maintain client relationships
- Make outbound calls to educate clients and uncover opportunities
- Mentor and support associates
- Partner on complex planning opportunities