Overview In this role you will deliver a world-class financial planning experience and deepen client relationships through asset consolidation, referrals, and tailored plan implementations. You will collaborate with Financial Consultant and/or Wealth Planner to broaden planning capabilities for Fidelity's most valuable clients, using technology like Glance to enhance efficiency. You'll contribute to Fidelity's firm-wide initiatives, positively influencing clients' financial plans on a daily basis. You will conduct joint client appointments, educate clients on planning concepts, and maintain a structured outreach strategy via tools like Salesforce to build lasting relationships.
Compensation / Benefits- competitive total rewards package
- stable base salary
- benefits programs and work-life balance initiatives
- employee stories and payback of student loan debt resources
Responsibilities- Conduct joint client appointments focused on Fidelity's guidance offering
- Educate clients to uncover planning opportunities and drive client success
- Create and maintain an organized client contact strategy, engaging business partners and using Salesforce
- Build long-lasting, meaningful client relationships
- Mentor and support peers in planning activities
- Partner with Financial Consultant or Wealth Planner to develop advanced planning opportunities
- Leverage innovative technologies (e.g., Glance) to maximize efficiency for clients
Key requirements- FINRA Series 7 & 66 licensed and state registrations OR ability to acquire Series 66 upon hire
- Minimum 2 years of financial services or relevant experience
- CFP Certification is highly encouraged
- Strong interpersonal relationship-building
- Outbound calling and proactive client education
- Ownership mindset and goal-driven
- Salesforce
- Glance (planning technology)
- Knowledge of financial planning concepts and tools
