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 consultations, develop planning engagement strategies, and identify opportunities for plan implementation and asset consolidation. You will maintain a client contact strategy, use Salesforce, conduct joint appointments, and mentor fellow associates.
Requirements
- FINRA Series 7 and Series 66 licenses with appropriate state registrations, or ability to acquire Series 66 upon hire
- At least two years of financial services or relevant experience
- Understanding of financial planning concepts
- Ability to identify planning needs and appropriate solutions
- Ability to make outbound calls
- CFP certification is highly encouraged
Responsibilities
- Deliver personalized financial consultations
- Develop client planning engagement strategies
- Identify opportunities for asset consolidation, referrals, and plan implementation
- Conduct joint client appointments
- Create and maintain a client contact strategy
- Use Salesforce and planning tools
- Build and maintain client relationships
- Mentor and support fellow associates
Benefits
- Fully paid parental leave
- On-site health and wellness centers