Planning Consultant - Durham, NC

Fidelity•Durham, NC

2d•Onsite

About The Position

The Planning Consultant delivers personalized financial planning experiences and strengthens client relationships through asset consolidation, referrals, and plan implementation. The role develops engagement strategies tailored to clients’ planning needs and follows Fidelity’s client commitment standards to foster long-term relationships. It conducts joint client appointments and uses education, personalized planning, and Fidelity’s offerings to identify opportunities that support clients’ long-term financial success. The consultant creates and maintains an organized client contact strategy, engages business partners, and uses tools such as Salesforce. The position also supports a collaborative environment by mentoring and supporting fellow associates. Working alongside a Financial Consultant or Wealth Planner, the Planning Consultant conducts financial planning interactions, supports the wider client relationship, and uses technologies such as Glance to enhance the client experience. The role profiles clients, presents guidance-tool outputs, discusses planning concepts, and partners with the Financial Consultant or Wealth Planner on complex planning opportunities.

Requirements

FINRA Series 7 and Series 66 licenses and appropriate state registrations, or the ability to acquire Series 66 upon hire.
Insurance license required.
At least 2 years of financial services or relevant experience.
Strong understanding of financial planning concepts to help clients build effective financial plans for themselves and their families.
Ability to profile clients to understand their planning needs and identify appropriate solutions.
Interest in building relationships and advocating for clients.
Motivation to succeed, demonstrate ownership, and achieve meaningful goals.
Comfort making outbound calls to educate clients and uncover opportunities.

Nice To Haves

Attainment of CFP® Certification is highly encouraged.

Responsibilities

Develop engagement strategies that meet each client’s planning needs.
Conduct joint client appointments and deliver personalized financial consultations.
Identify opportunities for asset consolidation, referrals, plan implementation, and clients’ long-term financial success.
Create and maintain an organized client contact strategy.
Engage business partners and use tools such as Salesforce.
Build meaningful, long-lasting client relationships and advocate for clients.
Mentor and support fellow associates.
Work alongside a Financial Consultant or Wealth Planner to deliver financial planning support.
Use technologies such as Glance to enhance the client experience.
Profile clients, navigate and present guidance-tool outputs, and lead discussions around planning concepts.
Partner with a Financial Consultant or Wealth Planner to develop complex planning opportunities.