Planning Consultant - Cleveland East, OH

Fidelity Investments•Orange, OH

About The Position

As a Planning Consultant, you will deliver personalized financial consultations and planning experiences, develop engagement strategies that meet clients’ planning needs, and strengthen client relationships through asset consolidation, referrals, and plan implementation. The role focuses on educating clients, identifying opportunities that support long-term financial success, and building lasting relationships in accordance with Fidelity’s client commitment standards. You will conduct joint client appointments, create and maintain an organized client contact strategy, engage business partners, and use tools such as Salesforce. You will also mentor and support fellow associates. Working alongside a Financial Consultant or Wealth Planner, you will provide financial planning support for Fidelity’s most valuable clients. You will use innovative technologies such as Glance and guidance tools to profile clients, present planning outputs, and lead discussions about planning concepts. For complex planning opportunities, you will partner with the Financial Consultant or Wealth Planner to develop further solutions. Fidelity states that it will not provide immigration sponsorship for this position. Its onsite working model is being rolled out in phases across regions and roles; requirements vary by role and location and may evolve. The description does not specify the onsite expectation for this particular position.

Requirements

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

Nice To Haves

CFP® Certification is highly encouraged.

Responsibilities

Conduct joint client appointments and deliver personalized financial consultations using Fidelity’s offerings.
Develop client engagement strategies and identify opportunities for asset consolidation, referrals, and plan implementation.
Educate and profile clients to understand their planning needs and identify appropriate solutions.
Create and maintain an organized client contact strategy, engage business partners, and use tools such as Salesforce.
Build long-lasting client relationships and support clients’ long-term financial success.
Mentor and support fellow associates.
Work alongside a Financial Consultant or Wealth Planner to provide financial planning support.
Use technologies such as Glance and guidance tools to enhance client interactions, present planning outputs, and discuss planning concepts.
Identify complex planning opportunities and partner with a Financial Consultant or Wealth Planner to develop them further.
Make outbound calls to educate clients and uncover opportunities.