Planning Consultant - Greenville, SC

Fidelity•Greenville, SC

About The Position

As a Planning Consultant, you will offer planning experiences and strengthen client relationships through asset consolidation, referrals, and plan implementation. You will develop engagement strategies that meet clients’ planning needs and adhere to Fidelity’s client commitment standards, with the goal of building lasting client relationships. The role conducts joint client appointments and delivers personalized financial consultations using Fidelity’s offerings. Through education and personalized planning, you will identify opportunities that support clients’ long-term financial success. You will create and maintain an organized client contact strategy, engage business partners, use tools such as Salesforce, and build meaningful relationships with clients. You will also mentor and support fellow associates. Working alongside a Financial Consultant or Wealth Planner, the Planning Consultant provides financial planning support and helps expand planning capabilities for Fidelity’s valuable clients. You will conduct planning interactions, support client relationships with technologies such as Glance, and profile clients, navigate and present guidance-tool results, and lead discussions about planning concepts. You will identify complex planning opportunities and partner with the Financial Consultant or Wealth Planner to address them. Fidelity is transitioning to a full-time onsite working model through a phased regional and role-based rollout. Onsite expectations vary and may evolve; the posting does not specify the current onsite requirement for this role or location. Fidelity will not provide immigration sponsorship for this position.

Requirements

Hold FINRA Series 7 and Series 66 licenses and appropriate state registrations, or be able to acquire Series 66 upon hire.
At least 2 years of financial services or relevant experience.
Remarkable understanding of financial planning concepts to help clients build effective 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, demonstrate ownership, and achieve meaningful goals.
Comfort making outbound calls to further educate clients and uncover opportunities.

Nice To Haves

Attainment of CFP® Certification is highly encouraged.

Responsibilities

Conduct joint client appointments and personalized financial consultations using Fidelity’s offerings.
Develop engagement strategies tailored to 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.
Engage business partners and use tools such as Salesforce to support client engagement.
Mentor and support fellow associates.
Work with a Financial Consultant or Wealth Planner to deliver financial planning support.
Use technologies such as Glance to enhance the client experience.
Profile clients, navigate and present guidance-tool output, and lead discussions about planning concepts.
Identify complex planning opportunities and partner with a Financial Consultant or Wealth Planner to develop solutions.