Planning Consultant - Winter Park, FL

About the role

The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and ability to build 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 planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients.

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
• Profile to understand planning needs and identify appropriate solutions
• Build and maintain long-lasting, meaningful relationships with clients
• Mentor and support the success of your peers

Requirements

• FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
• Financial services experience preferably in financial planning
• Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

Qualifications

• Thorough 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 telephone calls to further educate clients and find opportunities to add value to the relationship

Skills

• Thorough 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
• Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship

Benefits

Fidelity offers a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!

Pay

Details about pay are not specified in this job description.

Schedule

Details about schedule are not specified in this job description.