Vacancy expired!
Job Description:
Planning Consultant Through your integrity and adherence to Fidelity's client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.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. The Expertise We're Looking For- FINRA Series 7 & 63 required prior to hire
- Series 65 and/or 66 and insurance licenses within 90 days of 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
- 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 calls to further educate clients and uncover opportunities
- Conducting joint appointments with clients, focused on consultations through Fidelity's guidance offering
- Educating and planning with clients to uncover opportunities that will lead to the client's 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
Vacancy expired!