Planning Consultant -Upper East Side, NY
About The Position
The Planning Consultant provides a world-class planning experience and helps develop lasting client relationships in line with Fidelity’s client commitment standards. Working alongside a Financial Consultant and/or Wealth Planner, the consultant conducts financial-planning interactions, profiles clients to understand their needs, presents guidance-tool results, and identifies opportunities for additional planning and deeper client relationships. The role also supports the client relationship through technology, organized outreach, referrals, asset consolidation, and plan implementation. The consultant partners with colleagues to address complex planning needs and contributes to peer success through mentoring.
Requirements
- FINRA Series 7 and Series 63 required prior to hire.
- Series 65 and/or Series 66 and insurance licenses required within 90 days of hire.
- Minimum of 2 years of financial services or relevant experience.
- Remarkable understanding of financial-planning concepts.
- Ability to profile clients, understand planning needs, and identify appropriate solutions.
- Interest in building relationships and advocating for clients.
- Motivation to succeed, demonstrate 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 focused on consultations through Fidelity’s guidance offering.
- Educate clients and plan with them to identify opportunities that support their financial success.
- Profile clients, navigate and present guidance-tool outputs, and discuss financial-planning concepts.
- Identify complex planning opportunities and partner with a Financial Consultant or Wealth Planner to develop them further.
- Create and maintain an organized client contact strategy, engaging business partners and using tools such as Salesforce.
- Use innovative technologies, including Glance, to maximize client efficiencies.
- Build lasting, meaningful client relationships and advocate for clients.
- Make outbound calls to educate clients and uncover opportunities.
- Support and mentor peers.
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement benefits
- Generous paid time off
- Parental leave
- Charitable giving employee match program
- Educational assistance, including student loan repayment and tuition reimbursement
- Learning resources for career development
- Bonus or other variable compensation may be included depending on position and eligibility requirements
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
