Planning Consultant - Fairlawn, OH

Fidelity•Fairlawn, OH

About The Position

The Planning Consultant offers personalized financial consultations and planning experiences to Fidelity clients, helping identify opportunities that support their long-term financial success. The role develops client engagement strategies, builds lasting relationships, and seeks to strengthen client relationships through asset consolidation, referrals, and plan implementation. It involves conducting joint client appointments, educating clients, profiling their planning needs, and presenting guidance-tool outputs to support in-depth planning discussions. The Planning Consultant works alongside a Financial Consultant or Wealth Planner to provide financial planning support and develop solutions for complex planning opportunities. The role also maintains an organized client contact strategy, engages business partners, uses technologies such as Salesforce and Glance to enhance the client experience, and mentors and supports fellow associates. Fidelity states it is transitioning to a full-time onsite working model through a phased rollout; onsite requirements vary by region and role and may evolve.

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 effective financial plans.
Ability to profile clients, understand planning needs, and identify appropriate solutions.
Interest in building relationships and advocating for clients.
Motivation to take ownership and achieve meaningful goals.
Comfort making outbound calls to educate clients and uncover opportunities.
Must not require immigration sponsorship for this position.

Nice To Haves

CFP® Certification is highly encouraged.

Responsibilities

Offer personalized financial consultations and planning experiences to clients.
Develop engagement strategies that meet clients’ planning needs.
Conduct joint client appointments and provide education and personalized planning.
Identify opportunities to strengthen client relationships through asset consolidation, referrals, and plan implementation.
Maintain an organized client contact strategy and engage business partners.
Use tools and technologies such as Salesforce and Glance to support client engagement and enhance the client experience.
Profile clients, navigate and present guidance-tool outputs, and lead discussions around financial planning concepts.
Partner with a Financial Consultant or Wealth Planner to develop solutions for complex planning opportunities.
Mentor and support fellow associates.
Make outbound calls to educate clients and uncover opportunities.