Planning Consultant - Wayne, NJ

Fidelity Investments • Wayne, NJ

7d • $66,000 - $125,000

About The Position

The Planning Consultant delivers personalized financial planning experiences and strengthens client relationships through asset consolidation, referrals, and plan implementation. The role develops engagement strategies tailored to clients’ planning needs and supports long-term client relationships through integrity and adherence to Fidelity’s client commitment standards.

The consultant conducts joint client appointments and financial consultations, educates clients, profiles their needs, and presents guidance-tool outputs to facilitate in-depth discussions of financial planning concepts. The role maintains an organized client contact strategy, uses technologies such as Salesforce and Glance, makes outbound calls to educate clients and identify opportunities, and partners with Financial Consultants or Wealth Planners on more complex planning needs. The consultant also mentors and supports fellow associates in a collaborative environment.

The position is subject to Fidelity’s phased transition toward a full-time onsite working model. Onsite expectations vary by role and location and may evolve. 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.
• Minimum of 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

• Offer personalized financial planning consultations and conduct joint client appointments.
• Develop engagement strategies that address each client’s planning needs.
• Educate clients and use financial planning concepts and guidance tools to support their long-term financial success.
• Identify opportunities for asset consolidation, referrals, plan implementation, and additional planning needs.
• Profile clients, navigate and present guidance-tool outputs, and lead in-depth discussions about planning concepts.
• Maintain an organized client contact strategy and make outbound calls to educate clients and uncover opportunities.
• Build meaningful client relationships and support the overall client relationship.
• Partner with Financial Consultants or Wealth Planners to develop solutions for complex planning opportunities.
• Use technologies such as Salesforce and Glance to support client engagement and enhance the client experience.
• Mentor and support fellow associates and contribute to a collaborative environment.

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 may be included depending on position and eligibility requirements

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed