Planning Consultant - Santa Monica, CA

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.

Responsibilities

• Conduct joint client appointments and deliver personalized financial consultations through Fidelity’s offerings.
• Help identify opportunities that support clients' long-term financial success through education and personalized planning.
• Create and maintain an organized client contact strategy, engaging business partners and using tools such as Salesforce.
• Build long-lasting, meaningful relationships with clients.
• Promote a collaborative environment by mentoring and supporting fellow associates.
• Leverage innovative technologies, such as Glance, to enhance the client experience.
• Profile, navigate, and present the output of guidance tools, leading to in-depth discussions around planning concepts.
• Uncover additional complex planning opportunities and partner with the Financial Consultant or Wealth Planner to develop them further.

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.
• Ability to profile and understand planning needs, identifying 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. You will be in complete alignment with Fidelity’s firm-wide initiatives, positively influencing clients’ financial plans and having exciting interactions with clients daily.

Pay

The base salary range for this position is $66,000-$125,000 USD per year. Placement in the range will vary based on job responsibilities, geographic location, candidate’s relevant experience, and other factors. Base salary is part of the total compensation package, which may also include bonus or other variable compensation.

Note: Fidelity will not provide immigration sponsorship for this position.