Posted 7 days ago
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**Planning Consultant - Ft. Lauderdale, FL** As a Planning Consultant, you'll deliver world-class planning experiences, strengthen client relationships, and drive asset consolidation. Your key responsibilities include conducting joint client appointments, delivering personalized financial consultations using Fidelity's offerings, and maintaining an organized client contact strategy using tools like Salesforce. To excel in this role, bring FINRA Series 7 & 66 licenses, 2+ years of relevant experience, and a commitment to building meaningful relationships. CFP® certification is highly encouraged. This is a full-time, on-site position, aligning with Fidelity's onsite working model.
- Compensation
- Not specified USD
- City
- Fort Lauderdale
- Country
- United States
Currency: $ (USD)
Full Job Description
Job Description:
Planning Consultant
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Planning Consultant, you will offer world-class planning experiences and find opportunities to strengthen client relationships through asset consolidation, referrals, and plan implementation. You will develop an engagement strategy that meets each clients planning needs. Through your integrity and adherence to Fidelitys client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.
The Planning Consultant conducts joint client appointments and is passionate about delivering personalized financial consultations through Fidelitys offerings. Through education and personalized planning, the role helps identify opportunities that support clients' long-term financial success. You will be creating and maintaining an organized client contact strategy, engaging business partners and using tools such as Salesforce, as well as building long-lasting, meaningful relationships with clients. Additionally, the role promotes a collaborative environment by mentoring and supporting fellow associates.
The Expertise and Skills You Bring
- FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
- Minimum 2 years of financial services or relevant experience
- Attainment of CFP Certification is highly encouraged
- Remarkable understanding of financial planning concepts to help clients build effective financial plans for them and their families.
- 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
- Comfortable making outbound calls to further educate clients and uncover opportunities
The Team
The Planning Consultant works alongside the Financial Consultant or Wealth Planner to deliver financial planning support. This role expands upon the planning capabilities available to engage Fidelitys most valuable clients. In addition to the primary responsibility of conducting financial planning interactions, the role supports the overall client relationship by leveraging innovative technologies, such as Glance, to enhance the client experience. You will be in complete alignment with Fidelitys firm-wide initiatives that will give you the opportunity to positively influence clients financial plans. You will see your impact on the business and have exciting interactions with clients every single day. Through your knowledge of financial planning and your ability to form relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional complex planning opportunities in which youll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients.
Fidelitys Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Life and Health Agent - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRACategory:
Relationship ManagementPlease be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Applicant screening
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
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