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. 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 For
The Purpose of Your Role
The 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 in-depth discussions around our planning concepts. This will help uncover additional planning opportunities, in which you will partner with the adviser to develop further. This partnership will enable the team to better meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every day!
The Skills You Bring
Our Investments in You
Fidelity's greatest asset is our people, and we believe in approaching life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize your achievements. Our benefit programs are designed to help you and your family find the right balance. We provide training in-branch, regionally, nationally, and virtually to support all aspects of your role. You will not fail due to lack of training or onboarding!
The Value You Deliver
Certifications :
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