Planning Consultant - Torrance, CA
Company: Fidelity Investments
Location: San Gabriel
Posted on: April 8, 2021
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Job Description:
Job Description:Planning ConsultantThrough 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.As a Planning Consultant, you will
provide a world-class planning experience, uncover opportunities to
deepen client relationships through consolidation of assets,
referrals, and plan implementations, and develop an engagement
strategy that supports each client's unique planning needs.The
Expertise We're Looking ForFINRA Series 7 & 63 required prior to
hireSeries 65 and/or 66 and insurance licenses within 90 days of
hireMinimum 2 years of financial services or relevant
experienceAttainment of CFP - Certification is highly encouragedThe
Purpose of Your RoleThe Planning Consultant works alongside the
Financial Consultant and/or Wealth Planner in a financial planning
capacity. This role expands upon the planning capabilities
available to engage Fidelity's most valuable clients. In addition
to the primarily role of conducting financial planning
interactions, you will support the overall client relationship by
using innovative technologies, such as Glance, to maximize
efficiencies for clients. 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 rewarding interactions with clients
every single day!The Skills You BringRemarkable 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 solutionsYou
have a vested interest in building relationships and being an
advocate for clientsYou are motivated toward success, willing to
demonstrate ownership, and committed to achieving meaningful
goalsComfort making outbound calls to further educate clients and
uncover opportunitiesThe Value You DeliverConducting joint
appointments with clients, focused on consultations through
Fidelity's guidance offeringEducating and planning with clients to
uncover opportunities that will lead to the client's
successCreating and maintaining an organized client contact
strategy, including engaging business partners and using tools such
as SalesforceBuilding long-lasting, meaningful relationships with
clientsMentoring and supporting the success of your peersHow Your
Work Impacts the OrganizationThrough your knowledge of financial
planning and your 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 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!Certifications:Series 07 - FINRA, Series 66 - FINRACompany
OverviewAt Fidelity, we are focused on making our financial
expertise broadly accessible and effective in helping people live
the lives they want. We are a privately held company that places a
high degree of value in creating and nurturing a work environment
that attracts the best talent and reflects our commitment to our
associates. We are proud of our diverse and inclusive workplace
where we respect and value our associates for their unique
perspectives and experiences. Find your Fidelity at
fidelitycareers.com.Fidelity Investments is an equal opportunity
employer.We believe that the most effective way to attract, develop
and retain a diverse workforce is to build an enduring culture of
inclusion and belonging.Fidelity will reasonably accommodate
applicants with disabilities who need adjustments to participate in
the application or interview process. To initiate a request for an
accommodation, contact the HR Leave of Absence/Accommodation Team
by sending an email to accommodations @fmr.com, or by calling
800-835-5099, prompt 2, option 2.We welcome those with experience
in jobs such as Specialty Beauty Advisor, Guest Service Associate,
and Cosmetologist and others in the Beauty and Spa to apply.
Keywords: Fidelity Investments, San Gabriel , Planning Consultant - Torrance, CA, Professions , San Gabriel, California
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