Planning Consultant - Mission Viejo, CA
Company: Fidelity Investments
Location: Mission Viejo
Posted on: February 17, 2021
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Job Description:
Job Description:Planning ConsultantThrough your integrity and
adherence to Fidelity''s client commitment standards, we know you
will inspire client dedication with a goal of developing lifetime
relationships with Fidelity.As a Planning Consultant, you will
provide a world-class planning experience, uncover opportunities to
deepen client relationships through consolidation of assets,
referrals, and plan implementations, and develop an engagement
strategy that supports each client''s unique planning needs.The
Expertise We''re Looking For* FINRA Series 7 & 63 required prior to
hire* Series 65 and/or 66 and insurance licenses within 90 days of
hire* Minimum 2 years of financial services or relevant experience*
Attainment of CFP Certification is highly encouragedThe Purpose of
Your RoleThe Planning Consultant works alongside the Financial
Consultant and/or Wealth Planner in a financial planning capacity.
This role expands upon the planning capabilities available to
engage Fidelity''s most valuable clients. In addition to the
primarily role of conducting financial planning interactions, you
will support the overall client relationship by using innovative
technologies, such as Glance, to maximize efficiencies for clients.
You will be in complete alignment with Fidelity''s firm wide
initiatives that will give you the opportunity to positively
influence clients'' financial plans. You will see your impact on
the business and have rewarding interactions with clients every
single day!The Skills You Bring* Remarkable understanding of
financial planning concepts to help clients build effective
financial plans for them and their families.* Ability to profile to
understand planning needs and identify appropriate solutions* You
have a vested interest in building relationships and being an
advocate for clients* You are motivated toward success, willing to
demonstrate ownership, and committed to achieving meaningful goals*
Comfort making outbound calls to further educate clients and
uncover opportunitiesThe Value You Deliver* Conducting joint
appointments with clients, focused on consultations through
Fidelity''s guidance offering* Educating and planning with clients
to uncover opportunities that will lead to the client''s success*
Creating and maintaining an organized client contact strategy,
including engaging business partners and using tools such as
Salesforce* Building long-lasting, meaningful relationships with
clients* Mentoring and supporting the success of your peersHow Your
Work Impacts the OrganizationThrough your knowledge of financial
planning and your ability to build relationships, you will
effectively profile, navigate and present the output of our
guidance tools, leading to an in-depth discussion around our
planning concepts. This will lead you to uncover additional complex
planning opportunities in which you''ll partner with the Financial
Consultant or Wealth Planner to develop further. This partnership
will allow the team to further meet the needs of our
clients!Certifications:Series 07 - FINRA, Series 63 - FINRA, Series
65 - FINRA, Series 66 - FINRACompany OverviewAt Fidelity, we are
focused on making our financial expertise broadly accessible and
effective in helping people live the lives they want. We are a
privately held company that places a high degree of value in
creating and nurturing a work environment that attracts the best
talent and reflects our commitment to our associates. We are proud
of our diverse and inclusive workplace where we respect and value
our associates for their unique perspectives and experiences. For
information about working at Fidelity, visit
FidelityCareers.com.Fidelity Investments is an equal opportunity
employer.Fidelity will reasonably accommodate applicants with
disabilities who need adjustments to complete the application or
interview process. Please email us at accommodations@fmr.com or
800-835-5099, prompt 2, option 2 if you would like to request an
accommodation.by Jobble
Keywords: Fidelity Investments, Mission Viejo , Planning Consultant - Mission Viejo, CA, Professions , Mission Viejo, California
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