Planning Consultant

About This Role

As a Planning Consultant, you will provide a world-class financial planning experience, deepen client relationships by consolidating assets, generating referrals, and implementing financial plans. You will develop an engagement strategy for each client's unique planning needs.

Responsibilities

• Provide a world-class planning experience to clients
• Uncover opportunities to deepen client relationships through asset consolidation, referrals, and plan implementations
• Develop an engagement strategy that supports each client’s unique planning needs
• Work alongside Financial Consultants and/or Wealth Planners in a financial planning capacity
• Effectively profile, navigate, and present guidance tools and planning concepts
• Uncover additional planning opportunities and partner with advisers to develop them further
• Conduct joint appointments with clients, focused on consultations through Fidelity’s guidance offering
• Educate and plan with clients to uncover opportunities that lead to their success
• Create and maintain an organized client contact strategy, engaging business partners and using tools like Salesforce
• Build long-lasting, meaningful relationships with clients
• Mentor and support the success of peers

Requirements

• FINRA Series 7 & 63 licensed (or ability to acquire)
• FINRA Series 65 or 66 licensed (or ability to acquire)
• Thorough understanding of financial planning concepts
• Ability to profile to understand planning needs and identify appropriate solutions
• Vested interest in building relationships and being an advocate for clients
• Motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals
• Comfort making outbound telephone calls

Qualifications

• Degree and/or other professional certifications such as CFP are helpful

Nice to Have

• Financial services experience preferably in financial planning

Skills

* Required skills

Benefits

Certifications