Planning Consultant - Ft. Lauderdale, FL

About the role

The Planning Consultant offers world-class planning experiences and strengthens client relationships through asset consolidation, referrals, and plan implementation. The role develops an engagement strategy that meets each client's planning needs and inspires client dedication with a goal of developing lifetime relationships with Fidelity.

Responsibilities

• Conduct joint client appointments and deliver personalized financial consultations through Fidelity’s offerings.
• Develop and maintain an organized client contact strategy.
• Engage business partners and use tools like Salesforce.
• Build long-lasting, meaningful relationships with clients.
• Mentor and support fellow associates to promote a collaborative environment.

Requirements

• FINRA Series 7 & 66 licensed and hold appropriate state registrations, or able 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.
• Able 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.

Skills

• 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.

Benefits

The role expands upon the planning capabilities available to engage Fidelity’s most valuable clients. It 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.

Pay

Details regarding pay are not specified in the job description.

Schedule

Details regarding schedule are not specified in the job description.