Fidelity Investments
Planning Consultant - San Diego, CA
Fidelity Investments, San Diego, California, United States, 92189
Job Description:
Planning Consultant
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. Through your integrity and adoption of Fidelity's client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.
The Expertise We're Looking ForFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hireFinancial services experience preferably in financial planningDegree and/or other professional certifications such as CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain oneThe Purpose of Your Role
The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge 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 planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!
The Skills You Bring
Thorough 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 solutionsYou have a vested interest in building relationships and being an advocate for clientsYou are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goalsComfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationshipOur Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Conducting joint appointments with clients, focused on consultations through Fidelity's guidance offeringEducating and planning with clients to uncover opportunities that will lead to the client's successCreating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as SalesforceBuilding long-lasting, meaningful relationships with clientsMentoring and supporting the success of your peers
The base salary range for this position is $60,000 - $100,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Certifications:Series 07 - FINRA, Series 66 - FINRA
Category:
Relationship Management
Planning Consultant
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. Through your integrity and adoption of Fidelity's client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.
The Expertise We're Looking ForFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hireFinancial services experience preferably in financial planningDegree and/or other professional certifications such as CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain oneThe Purpose of Your Role
The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge 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 planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!
The Skills You Bring
Thorough 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 solutionsYou have a vested interest in building relationships and being an advocate for clientsYou are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goalsComfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationshipOur Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Conducting joint appointments with clients, focused on consultations through Fidelity's guidance offeringEducating and planning with clients to uncover opportunities that will lead to the client's successCreating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as SalesforceBuilding long-lasting, meaningful relationships with clientsMentoring and supporting the success of your peers
The base salary range for this position is $60,000 - $100,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Certifications:Series 07 - FINRA, Series 66 - FINRA
Category:
Relationship Management