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    Planning Consultant - The Villages, United States - Soteriare

    Soteriare
    Soteriare The Villages, United States

    6 days ago

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    Description
    Planning Consultant - The Villages, FL page is loaded

    Planning Consultant - The Villages, FL

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    locations

    The Villages, FL

    time type

    Full time

    posted on

    Posted Yesterday

    job requisition id


    Job Description:
    Investor Center 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
    The

    Purpose

    of Your Role
    The 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 Fidelity's 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 Fidelity's 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 Bring
    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
    The

    Value

    You Deliver
    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
    How Your Work

    Impacts

    the Organization

    Through 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 you'll 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
    Company Overview

    At 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.

    For information about working at Fidelity, visit

    Fidelity Investments is an equal opportunity employer.

    Certifications:
    Series 0- FINRA, Series 6- FINRA Category: Relationship Management Fidelity's working model

    blends the best of working offsite with maximizing time together in person to meet associate and business needs.

    Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

    About Us

    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 experiences.

    For information about working at Fidelity, visit
    Fidelity Investments is an equal opportunity employer.
    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 please contact the following:

    For roles based in the US: Contact the HR Leave of

    Absence/Accommodation

    Team by sending an email to

    ,

    or by calling , prompt 2, option 2

    For roles based in Ireland:
    Contact

    For roles based in Germany:
    Contact A

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