Planning Consultant - Sacramento CA
Company: fidelity investments
Location: Sacramento
Posted on: February 25, 2021
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Job 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-- 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!
Certifications:Series 07 - FINRA 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. 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 FidelityCareers.com.
Fidelity Investments is an equal opportunity employer. Fidelity
will reasonably accommodate applicants with disabilities who need
adjustments to complete the application or interview process.
Please email us at accommodations@fmr.com or 800-835-5099, prompt
2, option 2 if you would like to request an accommodation.
Keywords: fidelity investments, Sacramento , Planning Consultant - Sacramento CA, Professions , Sacramento, California
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