We help people invest and plan for their future.
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Mentoring and supporting the success of your peersĬertified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRAįidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. You will not fail due to a lack of training or onboarding!Ĭonducting joint appointments with clients, focused on consultations through Fidelity’s guidance offeringĮducating and planning with clients to uncover opportunities that will lead to the client’s successĬreating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforceīuilding long-lasting, meaningful relationships with clients We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. And our benefit programs are designed to help you and your family strike the right balance. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goalsĬomfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationshipįidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. You have a vested interest in building relationships and being an advocate for clients Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.Ībility to profile to understand planning needs and identify appropriate solutions
You will see your impact on the business and have rewarding interactions with clients every single day! This partnership will allow the team to further meet the needs of our clients. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity.
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Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.įINRA Series 7 & 63 licensed Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hireįinancial services experience preferably in financial planningĭegree and/or other professional certifications such as CFP are helpful if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs.
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