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Jobs · OTHR · Ohio

Planning Consultant - Cleveland East, OH

Fidelity Investments · Beachwood, OH · 5 days ago
On-siteOTHRFull-time

About the role

As a Planning Consultant, you will offer world-class planning experiences and find opportunities to strengthen client relationships through asset consolidation, referrals, and plan implementation. You will develop an engagement strategy that meets each client's planning needs. Through your integrity and adherence to Fidelity's client commitment standards, you will inspire client dedication with a goal of developing lifetime relationships with Fidelity. The Planning Consultant conducts joint client appointments and is passionate about delivering personalized financial consultations through Fidelity's offerings. Through education and personalized planning, the role helps identify opportunities that support clients' long-term financial success.

Responsibilities

  • Create and maintain an organized client contact strategy
  • Engage business partners and use tools such as Salesforce
  • Build long-lasting, meaningful relationships with clients
  • Promote a collaborative environment by mentoring and supporting fellow associates
  • Leverage innovative technologies (e.g., Glance) to enhance the client experience
  • Profile clients to understand planning needs and identify appropriate solutions
  • Make outbound calls to further educate clients and uncover opportunities
  • Partner with the Financial Consultant or Wealth Planner to develop complex planning opportunities
  • Conduct financial planning interactions and present output of guidance tools for in-depth discussions around planning concepts

Qualifications

  • FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
  • Minimum 2 years of financial services or relevant experience
  • Attainment of CFP® Certification is highly encouraged
  • 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
  • Vested interest in building relationships and being an advocate for clients
  • Motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals
  • Comfortable making outbound calls to further educate clients and uncover opportunities

The team

The Planning Consultant works alongside the Financial Consultant or Wealth Planner to deliver financial planning support. This role expands upon the planning capabilities available to engage Fidelity's most valuable clients. In addition to the primary responsibility of conducting financial planning interactions, the role supports the overall client relationship by leveraging innovative technologies, such as Glance, to enhance the client experience. You will be in complete alignment with Fidelity's firm-wide initiatives that will give you the opportunity to positively influence clients' financial plans.

Working model

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications

  • Series 07 - FINRA
  • Series 66 - FINRA

Category: Relationship Management

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