Planning Consultant - Villanova, PA

Fidelity Investments • Villanova, PA

268d • Hybrid

About The Position

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. Through your integrity and adoption of Fidelity's client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.

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

Nice To Haves

• 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

Responsibilities

• Conducting joint appointments with clients, focused on consultations through Fidelity's guidance offering
• Educating and planning with clients to uncover opportunities that will lead to the client's success
• Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce
• Building long-lasting, meaningful relationships with clients
• Mentoring and supporting the success of your peers

Benefits

• Competitive total rewards package, including a stable base salary
• Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business

What This Job Offers

• Career Level: Manager
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities