Posted 5 days ago
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**Planning Consultant** in Winter Park, FL: Safeguard client dedication and develop lifetime relationships by providing world-class financial planning experiences. Uncover opportunities to consolidate assets, make referrals, and implement plans tailored to each client's unique needs. FINRA Series 7, 63, and 65/66 licensed, with FINRA or comparable licenses and experience in financial planning desired. Collaborate with Financial Consultants and Wealth Planners, utilizing guidance tools to profile clients, navigate financial plans, and uncover further opportunities. Strengthen client relationships, employ outbound calls to add value, and manage client contact strategy using Salesforce.
- Compensation
- Not specified USD
- City
- Not specified
- Country
- United States
Currency: $ (USD)
Full Job Description
Job Description:
Planning Consultant
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 clients unique planning needs. Through your integrity and adoption of Fidelitys client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.
The Expertise Were Looking For
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Financial services experience preferably in financial planning
Degree and/or other professional certifications such as CFP are helpful; if you dont already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Purpose of Your Role
The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. 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. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!
The Skills You Bring
Thorough 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
You have a vested interest in building relationships and being an advocate for clients
You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals
Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship
Our Investments in You
Fidelitys greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Conducting joint appointments with clients, focused on consultations through Fidelitys guidance offering
Educating and planning with clients to uncover opportunities that will lead to the clients success
Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce
Building long-lasting, meaningful relationships with clients
Mentoring and supporting the success of your peers
Certifications:
Series 07 - FINRA, Series 63 - 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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