Planning Consultant - Salt Lake City, UT

Fidelity Investments•Salt Lake City, UT

2d•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
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
Have a 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

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

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 your peers