Planning Consultant - Cleveland East, OH

Fidelity•Orange, OH

About The Position

The Planning Consultant delivers personalized financial planning consultations and planning experiences to Fidelity clients. The role develops engagement strategies based on clients’ planning needs and supports stronger client relationships through asset consolidation, referrals, plan implementation, education, and tailored guidance. The consultant conducts joint client appointments, uses planning and client-engagement tools, and builds and maintains an organized client contact strategy. The position also involves collaborating with business partners and mentoring and supporting fellow associates. Working alongside a Financial Consultant or Wealth Planner, the Planning Consultant provides financial planning support and enhances the planning capabilities available to Fidelity’s most valuable clients. The consultant profiles clients, presents the output of guidance tools, and leads in-depth discussions about planning concepts to identify complex opportunities for further development with the Financial Consultant or Wealth Planner. The role uses technologies such as Glance to enhance the client experience and supports Fidelity-wide initiatives. Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Current onsite expectations vary by role and location and may evolve during the rollout. Fidelity will not provide immigration sponsorship for this position.

Requirements

Hold FINRA Series 7 and Series 66 licenses and appropriate state registrations, or have 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 effective plans for themselves and their families.
Ability to profile clients, understand their planning needs, and identify appropriate solutions.
Relationship-building orientation and a commitment to 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

Attainment of CFP® Certification is highly encouraged.

Responsibilities

Deliver personalized financial consultations and planning experiences to clients.
Develop engagement strategies that address each client’s planning needs.
Conduct joint client appointments and provide financial planning support.
Strengthen client relationships through asset consolidation, referrals, and plan implementation.
Create and maintain an organized client contact strategy.
Use client-engagement and planning tools, including Salesforce and Glance.
Profile clients, present guidance-tool output, and discuss planning concepts to identify additional complex planning opportunities.
Partner with Financial Consultants or Wealth Planners to develop solutions for complex client needs.
Make outbound calls to educate clients and uncover opportunities.
Mentor and support fellow associates and promote a collaborative environment.