Planning Consultant

Employer
Fidelity Investments
Location
Washington, DC
Posted
Jan 18, 2022
Closes
Jan 20, 2022
Ref
319217680
Hours
Full Time
Job Description:Planning ConsultantAs 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. 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.The Expertise We're Looking ForFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hireFinancial services experience preferably in financial planningDegree 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 oneThe Purpose of Your RoleThe 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 BringThorough 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 telephone calls to further educate clients and find opportunities to add value to the relationshipOur Investments in YouFidelity's 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 DeliverConducting joint appointments with clients, focused on consultations through Fidelity's guidance offeringEducating and planning with clients to uncover opportunities that will lead to the client's 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 peersCertifications:Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACompany OverviewAt Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.Join UsAt Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you don't need a finance background to succeed at Fidelity"A cents € we offer a range of opportunities for learning and growth so you can build the career you've always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.We invite you to Find Your Fidelity at .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.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 Leave of Absence/Accommodation Team by sending an email to accommodations @, or by calling 800-835-5099, prompt 2, option 2.Fidelity will continue to keep the safety of associates and customers as our top priority and this will never change. As the pandemic evolves and Federal, State, and Local regulations emerge, it has become clear that knowing the vaccination status of all associates is critical to our safety efforts.Therefore, Fidelity will require all candidates to disclose their COVID-19 vaccination status during the hiring process, and if vaccinated, provide proof of vaccine.This is not a requirement to be vaccinated. It is a requirement to report vaccination status and, if vaccinated, provide proof.We welcome those with experience in jobs such as Senior Accountant, Financial Analyst, and Accounts Payable Clerk and others in the Accounting and Finance to apply.