Planning Consultant - Portland, ME

Fidelity Investments • Portland, ME

420d • Hybrid

About The Position

As a Planning Consultant at Fidelity, you will provide a world-class planning experience to clients, focusing on developing lifetime relationships through effective financial planning and engagement strategies. This role involves collaborating with Financial Consultants and Wealth Planners to enhance client interactions and uncover opportunities for asset consolidation and referrals, ultimately supporting clients' unique planning needs.

Requirements

• FINRA Series 7 & 63 required prior to hire.
• Series 65 and/or 66 and insurance licenses within 90 days of hire.
• Minimum 2 years of financial services or relevant experience.
• Attainment of CFP® Certification is highly encouraged.

Nice To Haves

• Remarkable understanding of financial planning concepts.
• Ability to profile to understand planning needs and identify appropriate solutions.
• Motivated toward success and willing to demonstrate ownership.
• Comfort making outbound calls to educate clients and uncover opportunities.

Responsibilities

• Conduct joint appointments with clients focused on consultations through Fidelity's guidance offering.
• Educate and plan with clients to uncover opportunities that will lead to the client's success.
• Create and maintain an organized client contact strategy, including engaging business partners and using tools such as Salesforce.
• Build long-lasting, meaningful relationships with clients.
• Mentor and support the success of peers.

Benefits

• Flexible benefits that support you through every stage of your career.
• Recognition as a top 10 Best Place to Work in 2024 by Glassdoor.
• Hybrid working model that blends onsite and offsite work experiences.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: No Education Listed