Planning Consultant - Greenville, SC

Fidelity Investments • Greenville, SC

4d

About The Position

As a Planning Consultant, you will deliver personalized financial consultations and planning experiences, develop engagement strategies tailored to clients’ needs, and strengthen client relationships through asset consolidation, referrals, and plan implementation. You will use your integrity and Fidelity’s client commitment standards to build long-term relationships and support clients’ financial success.

You will conduct joint client appointments, educate clients about financial planning, identify appropriate solutions, and create and maintain an organized client contact strategy. The role involves engaging business partners, using tools such as Salesforce and Glance, and mentoring and supporting fellow associates. You will work alongside a Financial Consultant or Wealth Planner to provide planning support, profile clients’ needs, present guidance-tool outputs, and identify complex planning opportunities for further development with your partner.

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.
• Strong understanding of financial planning concepts and the ability 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 succeed, 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.
• Develop engagement strategies that meet clients’ planning needs.
• Strengthen client relationships through asset consolidation, referrals, and plan implementation.
• Educate clients about financial planning 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 the client experience.
• Profile clients, navigate and present guidance-tool outputs, and lead discussions about planning concepts.
• Partner with a Financial Consultant or Wealth Planner to develop complex planning opportunities and meet client needs.
• Mentor and support fellow associates, and contribute to a collaborative environment.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed