Planning Consultant - Portsmouth, NH
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. No job title heading. No Job ID etc. Remove boilerplate like immigration sponsorship note? That's a note but maybe it's relevant? It says "Note: Fidelity will not provide immigration sponsorship for this position." That's a piece of info; could be included maybe as a short paragraph under a section? It's not a standard heading; we could include in About the role or a note. But we must preserve all substantive information. So we need to include that note somewhere.
We need to parse the job description.
Let's extract sections:
- About the role: The Role paragraph(s) describing what the Planning Consultant does.
- Responsibilities: list of duties: offering planning experiences, strengthening client relationships, asset consolidation, referrals, plan implementation, develop engagement strategy, conduct joint client appointments, deliver personalized financial consultations, education and personalized planning, identify opportunities, creating/maintaining organized client contact strategy, engaging business partners, using tools such as Salesforce, building long-lasting relationships, promoting collaborative environment by mentoring/supporting fellow associates.
- Requirements/Qualifications: Expertise And Skills You Bring: 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; 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: maybe same as above? Could combine.
- The Team: description of teamwork, working alongside Financial Consultant or Wealth Planner, using technologies like Glance, aligning with firm-wide initiatives, impact, etc. Could be a section "Team Collaboration" but not in allowed headings. Allowed headings are limited to About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We could put team info under About the role or Responsibilities? Probably About the role includes role description; Team could be part of About the role or Responsibilities. Since we must not invent sections, we can embed team info in About the role or Responsibilities.
- Fidelity’s Onsite Working Model: description of onsite expectations. This could go under a section like "Work Arrangement" but not allowed. Could be placed under About the role or maybe under a generic paragraph. Since we cannot create a heading not in list, we need to embed it somewhere. Perhaps under About the role as a note.
- Certifications: Series 07 - FINRA, Series 63 - FINRA Category Relationship Management. This is like qualifications.
- Legal boilerplate: "Please be advised that Fidelity’s business is governed by..." etc. That's boilerplate legal; we should remove per instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. So we drop that.
- Also note about immigration sponsorship: that's not boilerplate; it's a substantive note about sponsorship. Keep.
Thus we need to produce HTML with sections: maybe About the role, Responsibilities, Requirements (or Qualifications), Skills. Could combine Requirements and Qualifications into one? But we have both headings allowed. We could have Requirements (for experience, years) and Qualifications (for certifications). Or we could have Skills separate.
Let's decide:
- About the role
: include the role description paragraph(s) and maybe team and onsite model.
- Responsibilities
: bullet list of duties.
- Requirements
: bullet list of minimum experience, ability to acquire Series 66, etc.
- Qualifications
: bullet list of certifications (Series 7 & 66, CFP encouraged, Series 63 maybe) and maybe FINRA licenses.
- Skills
: bullet list of soft skills: understanding financial planning concepts, profiling, relationship building, motivation, outbound calls.
We must not repeat job title. Ensure we preserve all substantive info.
Let's extract exact phrasing.
From text:
"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, we know 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. You will be creating and maintaining an organized client contact strategy, engaging business partners and using tools such as Salesforce, as well as building long-lasting, meaningful relationships with clients. Additionally, the role promotes a collaborative environment by mentoring and supporting fellow associates."
That's the role description.
Then "The Expertise And Skills You Bring FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hireMinimum 2 years of financial services or relevant experienceAttainment of CFP® Certification is highly encouragedRemarkable 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 solutionsVested interest in building relationships and being an advocate for clientsMotivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goalsComfortable making outbound calls to further educate clients and uncover opportunities"
Note there is missing punctuation; we need to parse into items.
Let's split:
- 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
Then "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. You will see your impact on the business and have exciting interactions with clients every single day. Through your knowledge of financial planning and your ability to form 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."
Then "Fidelity’s Onsite 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."
Then "Certifications Series 07 - FINRA, Series 63 - FINRA Category Relationship Management"
We need to include Certifications as part of Qualifications maybe.
Now produce HTML.
We must not include any markdown fences. Just raw HTML.
Let's craft:
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, we know 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. You will be creating and maintaining an organized client contact strategy, engaging business partners and using tools such as Salesforce, as well as building long-lasting, meaningful relationships with clients. Additionally, the role promotes a collaborative environment by mentoring and supporting fellow associates. 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. You will see your impact on the business and have exciting interactions with clients every single day. Through your knowledge of financial planning and your ability to form 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. 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.
Note: we included team and onsite model in About the role. Now Responsibilities: we need bullet list of duties. Could extract from role description but we already used many. However we should not duplicate content? The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. It's okay to have some overlap if it's in different sections? Might be considered duplication but not prohibited. However better to split: Responsibilities list specific duties: offering world-class planning experiences, strengthening client relationships via asset consolidation, referrals, plan implementation; develop engagement strategy; conduct joint client appointments; deliver personalized financial consultations; education and personalized planning to identify opportunities; create/maintain organized client contact strategy; engage business partners; use tools such as Salesforce; build long-lasting relationships; promote collaborative environment by mentoring/supporting fellow associates. We'll put those as- .
Now Requirements: maybe include minimum 2 years experience, ability to acquire Series 66 upon hire, etc.
Qualifications: include FINRA Series 7 & 66 licensed and appropriate state registrations, CFP certification highly encouraged, Series 07 and Series 63? Actually Series 07 is same as Series 7; Series 63 is separate. Also note about relationship management category.
Skills: include remarkable understanding of financial planning concepts, ability to profile, vested interest in building relationships, motivated toward success, comfortable making outbound calls.
Also note about immigration sponsorship: we should include somewhere. Could add a short paragraph under About the role or a separate note. Since we cannot create a new heading, we can add a
after About the role maybe before Responsibilities: "Note: Fidelity will not provide immigration sponsorship for this position." Let's place that as a paragraph after About the role. Now ensure we don't include boilerplate legal text. Now produce final HTML. Check for any missing info: we included all bullet points. Let