Planning Consultant- Brea, CA
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 conduct joint client appointments and help clients identify opportunities that support their long-term financial success through education and personalized planning. The role includes maintaining an organized client contact strategy, engaging business partners, using tools such as Salesforce, and building lasting relationships with clients. You will also mentor and support fellow associates. The Planning Consultant works alongside a Financial Consultant or Wealth Planner to provide financial planning support to Fidelity’s most valuable clients. The position uses innovative technologies, including Glance, to enhance the client experience and supports firm-wide initiatives. You will profile clients, navigate and present the output of guidance tools, discuss planning concepts, and identify complex planning opportunities to develop in partnership with a Financial Consultant or Wealth Planner.
Requirements
- FINRA Series 7 and Series 66 licenses and appropriate state registrations, or the ability 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 their 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
- Attainment of CFP® Certification is highly encouraged.
Responsibilities
- Conduct joint client appointments and deliver personalized financial consultations.
- Develop client engagement strategies and organized contact strategies that address planning needs.
- Identify opportunities to strengthen client relationships through asset consolidation, referrals, and plan implementation.
- Educate clients and identify opportunities that support their long-term financial success.
- Engage business partners and use tools such as Salesforce to support client relationships.
- Profile clients, present the output of guidance tools, and lead discussions about financial planning concepts.
- Identify complex planning opportunities and partner with a Financial Consultant or Wealth Planner to address them.
- Use technologies such as Glance to enhance the client experience.
- Mentor and support fellow associates.
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 to develop your career
- Bonus or other variable compensation, 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
