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    Planning Consultant - Middleton, United States - Fidelity TalentSource LLC

    Fidelity TalentSource LLC
    Fidelity TalentSource LLC Middleton, United States

    3 days ago

    Fidelity TalentSource LLC background
    Description

    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\u00AE 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.\u00A0 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


    Certifications:
    Certified Financial Planner (CFP) - Issuing Authority, Series 0- FINRA, Series 6- FINRA, Series 6- FINRA, Series 6- FINRA

    Company Overview
    Fidelity Investments is a privately held company with a mission

    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 Us
    At 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.

    Honored with a

    Glassdoor Employees Choice Award

    , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.
    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).

    At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry .

    Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

    detailed in this document

    , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
    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 Accommodation Team by sending an email to

    , or by calling

    , prompt 2, option 3.

    #J-18808-Ljbffr
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