Fidelity Investments Inc.
Planning Consultant - Tigard, OR
Fidelity Investments Inc., Portland, Oregon, United States, 97204
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 For
FINRA 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 relationshipThe 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 peersCertifications:
Certified Financial Planner / CFP - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA
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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 For
FINRA 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 relationshipThe 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 peersCertifications:
Certified Financial Planner / CFP - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA
#J-18808-Ljbffr