Planning Consultant - Jacksonville, 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 tailored to each client's planning needs, ensuring integrity and adherence to Fidelity's client commitment standards.

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 utilize tools like Salesforce.
• Create and maintain long-lasting, meaningful relationships with clients.
• Mentor and support fellow associates to foster a collaborative environment.

Requirements

• FINRA Series 7 & 66 licensed and hold appropriate state registrations, or able to obtain Series 66 upon hire.
• Minimum 2 years of financial services or relevant experience.
• Attainment of CFP® Certification is highly encouraged.
• Exceptional understanding of financial planning concepts to assist clients in building effective financial plans.
• Proficiency in profiling to understand planning needs and identifying appropriate solutions.
• A vested interest in building relationships and advocating for clients.
• Motivation towards success, willingness to demonstrate ownership, and commitment to achieving meaningful goals.
• Comfortable making outbound calls to educate clients and uncover opportunities.

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.
• Comfortable making outbound calls to further educate clients and uncover opportunities.

Skills

• 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.
• Exceptional understanding of financial planning concepts to help clients build effective financial plans for them and their families.
• Proficiency in profiling to understand planning needs and identifying appropriate solutions.
• A vested interest in building relationships and advocating for clients.
• Motivation towards success, willingness to demonstrate ownership, and commitment to achieving meaningful goals.
• Comfortable making outbound calls to educate clients and uncover opportunities.

Benefits

• Fully remote work option available.
• Opportunities to positively influence clients' financial plans through innovative technologies like Glance.
• Collaborative environment with the Financial Consultant or Wealth Planner to support overall client relationships.
• Alignment with Fidelity’s firm-wide initiatives to enhance the client experience.
• Exciting interactions with clients every day, seeing the impact of your work on the business.

Pay

Details on pay are not specified in the job description.

Schedule

Details on schedule are not specified in the job description.

Benefits

Details on benefits are not specified in the job description.

Skills

• 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.
• Exceptional understanding of financial planning concepts to help clients build effective financial plans for them and their families.
• Proficiency in profiling to understand planning needs and identifying appropriate solutions.
• A vested interest in building relationships and advocating for clients.
• Motivation towards success, willingness to demonstrate ownership, and commitment to achieving meaningful goals.
• Comfortable making outbound calls to educate clients and uncover opportunities.

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.
• Exceptional understanding of financial planning concepts to help clients build effective financial plans for them and their families.
• Proficiency in profiling to understand planning needs and identifying appropriate solutions.
• A vested interest in building relationships and advocating for clients.
• Motivation towards success, willingness to demonstrate ownership, and commitment to achieving meaningful goals.
• Comfortable making outbound calls to educate clients and uncover opportunities.

Pay

Details on pay are not specified in the job description.

Schedule

Details on schedule are not specified in the job description.

Benefits

Details on benefits are not specified in the job description.