Planning Consultant - Washington, DC

Fidelity Investments
Riverdale, MD
Apr 05, 2021
Apr 09, 2021
Full Time
Job Description:Planning ConsultantThrough 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.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.The Expertise Were Looking ForFINRA Series 7 & 63 required prior to hireSeries 65 and/or 66 and insurance licenses within 90 days of hireMinimum 2 years of financial services or relevant experienceAttainment of CFP Certification is highly encouragedThe Purpose of Your RoleThe Planning Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity. This role expands upon the planning capabilities available to engage Fidelitys most valuable clients. In addition to the primarily role of conducting financial planning interactions, you will support the overall client relationship by using innovative technologies, such as Glance, to maximize efficiencies for clients. 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 rewarding interactions with clients every single day!The Skills You BringRemarkable 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 solutionsYou have a vested interest in building relationships and being an advocate for clientsYou are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goalsComfort making outbound calls to further educate clients and uncover opportunitiesThe Value You DeliverConducting joint appointments with clients, focused on consultations through Fidelitys guidance offeringEducating and planning with clients to uncover opportunities that will lead to the clients successCreating and maintaining an organized client contact strategy, including engaging business partners and using tools such as SalesforceBuilding long-lasting, meaningful relationships with clientsMentoring and supporting the success of your peersHow Your Work Impacts the OrganizationThrough your knowledge of financial planning 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 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!Certifications:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRACompany OverviewAt Fidelity, we are focused on 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 experiences. Find your Fidelity at Investments is an equal opportunity employer.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations or 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.We welcome those with experience in jobs such as Retail Sales Representative, Payroll Specialist, and Residential Real Estate Agent and others in the Accounting and Finance to Jobble