Planning Consultant - Tysons Corner, VA
About The Position
As a Planning Consultant, you will deliver personalized financial consultations and planning experiences, strengthen client relationships, and develop engagement strategies that address clients’ planning needs. You will use education and Fidelity’s planning offerings to identify opportunities that support clients’ long-term financial success, while upholding Fidelity’s client commitment standards and building lasting relationships. The role conducts joint client appointments and supports client relationships through asset consolidation, referrals, and plan implementation. You will create and maintain an organized client contact strategy, engage business partners, and use tools such as Salesforce and Glance. You will also mentor and support fellow associates in a collaborative environment. Working alongside a Financial Consultant or Wealth Planner, you will conduct financial planning interactions, profile clients, navigate and present the output of guidance tools, and lead discussions about planning concepts. You will partner with the Financial Consultant or Wealth Planner to develop complex planning opportunities and help meet client needs.
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.
- Understanding of financial planning concepts to help clients build financial plans for themselves and their families.
- Ability to profile clients to 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
- Attainment of CFP® Certification is highly encouraged.
Responsibilities
- Conduct joint client appointments and personalized financial planning consultations.
- Develop engagement strategies that meet clients’ planning needs.
- Strengthen client relationships through asset consolidation, referrals, and plan implementation.
- Educate clients and identify opportunities that support their long-term financial success.
- Create and maintain an organized client contact strategy, including making outbound calls to educate clients and uncover opportunities.
- Engage business partners and use tools such as Salesforce and Glance to support client interactions.
- Profile clients, navigate and present guidance-tool output, and lead discussions about financial planning concepts.
- Partner with a Financial Consultant or Wealth Planner to develop complex planning opportunities.
- Mentor and support fellow associates.
Benefits
- Comprehensive health care coverage and emotional well-being support.
- Retirement benefits.
- Paid time off.
- Parental leave.
- Charitable giving employee match program.
- Educational assistance, including student loan repayment, tuition reimbursement, and learning resources.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
