Planning Consultant - Santa Monica, CA
About The Position
Planning Consultant 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. The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge 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 planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!
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
- 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
- You have a vested interest in building relationships and being an advocate for clients
- You are 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
Nice To Haves
- 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
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
- We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.
- benefit programs are designed to help you and your family strike the right balance.
- We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.
- comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
