Planning Consultant - Greenville, DE

About the role

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.

Responsibilities

• Provide a world-class planning experience
• Uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations
• Develop an engagement strategy that supports each client’s unique planning needs
• Work alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity
• Support the overall client relationship by using innovative technologies, such as Glance, to maximize efficiencies for clients
• Align with Fidelity’s firm-wide initiatives to positively influence clients’ financial plans
• See your impact on the business and have rewarding interactions with clients every single day

Requirements

• 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

Qualifications

• 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
• Comfort making outbound calls to further educate clients and uncover opportunities

Skills

• 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
• Comfort making outbound calls to further educate clients and uncover opportunities

Benefits

We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our benefit programs are designed to help you and your loved ones strike the right balance.

Pay

Competitive total rewards package, including a stable base salary, to recognize associate achievements

Schedule

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.