Planning Consultant - Charleston, United States - Soteriare

Description

Planning Consultant - Cleveland East, OH page is loaded

Planning Consultant - Cleveland East, OH

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locations

200 PINECREST DRIVE ORANGE, Ohio

time type

Full time

posted on

Posted 30+ Days Ago

job requisition id


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

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

Certifications:
Series 0- FINRA, Series 6- FINRA, Series 6- FINRA Category: Relationship Management
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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