Overview In this Planning Consultant role, you will deliver personalized financial planning guidance to Fidelity clients, strengthening relationships through education, asset consolidation, referrals, and plan implementation. You work with cross-functional partners and employ Fidelity tools to craft tailored planning strategies. You'll build an organized client contact approach and mentor colleagues while advancing client outcomes. This role combines hands-on planning with relationship management to support long-term client success and engagement.
Responsibilities- Conduct financial planning discussions with clients and jointly with Financial Consultants/Wealth Planners
- Develop and execute an client engagement strategy and asset consolidation opportunities
- Identify referrals and plan implementation opportunities to support long-term financial success
- Maintain organized client contact strategies and collaborate with business partners
- Leverage tools like Salesforce to manage client interactions
- Mentor and support fellow associates to promote a collaborative planning culture
- Present outputs of guidance tools and lead discussions around planning concepts
- Uncover complex planning opportunities and coordinate with the Financial Consultant/Wealth Planner for deeper engagement
Key requirements- FINRA Series 7 & 66 (or ability to acquire Series 66 upon hire)
- Minimum 2 years of financial services experience
- CFP Certification is highly encouraged
- Strong understanding of financial planning concepts
- Ability to profile client needs and identify suitable solutions
- Proven ability to build client relationships and advocate for clients
- Comfort with outbound calls to educate clients and uncover opportunities
- Familiarity with client relationship and planning tools (e.g., Salesforce, Glance)
- relationship-building
- ownership mentality
- results-oriented
- Salesforce
- Glance
- financial planning concepts
