Planning Consultant - Perrysburg, OH

Fidelity Investments•Perrysburg, OH

About The Position

As a Planning Consultant, you will provide personalized financial planning experiences and strengthen client relationships through asset consolidation, referrals, and plan implementation. You will develop engagement strategies tailored to clients’ planning needs and uphold Fidelity’s client commitment standards with the goal of building lasting client relationships. You will conduct joint client appointments and financial consultations using Fidelity’s offerings. Through education and personalized planning, you will identify opportunities that support clients’ long-term financial success. The role includes creating and maintaining an organized client contact strategy, engaging business partners, using tools such as Salesforce, and building meaningful client relationships. You will also mentor and support fellow associates. Working alongside a Financial Consultant or Wealth Planner, you will deliver financial planning support and expand planning capabilities for Fidelity’s most valuable clients. You will use innovative technologies, including Glance, to enhance the client experience; profile clients, navigate and present guidance-tool output, and lead discussions about planning concepts. You will identify complex planning opportunities and partner with the Financial Consultant or Wealth Planner to address clients’ needs.

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.
Understanding of financial planning concepts to help clients build financial plans for themselves and their families.
Ability to profile clients, understand planning needs, and identify appropriate solutions.
Ability to build relationships and act as an advocate for clients.
Motivation, ownership, and commitment to achieving 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 personalized financial consultations using Fidelity’s offerings.
Develop engagement strategies tailored to clients’ financial planning needs.
Educate clients and help identify opportunities supporting their long-term financial success.
Create and maintain an organized client contact strategy.
Engage business partners and use tools such as Salesforce.
Build and strengthen client relationships through asset consolidation, referrals, and plan implementation.
Mentor and support fellow associates.
Work with a Financial Consultant or Wealth Planner to deliver financial planning support and address complex planning opportunities.
Profile clients, navigate and present guidance-tool output, and lead discussions about planning concepts.
Use technologies such as Glance to enhance the client experience.
Make outbound calls to educate clients and uncover opportunities.