Planning Consultant Midlothian VA - Fidelity Investments
Planning Consultant Midlothian VA-Fidelity Investments
Job Description:
Planning Consultant
Through your integrity and adherence to Fidelitys 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 clients unique planning needs.
The Expertise Were 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 encouraged
The Purpose of Your Role
The 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 Fidelitys 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 Fidelitys firm wide initiatives that will give you the opportunity to positively influence clients financial plans. You will see your impact on thEstimated Salary: $20 to $28 per hour based on qualifications.
Job Description:
Planning Consultant
Through your integrity and adherence to Fidelitys 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 clients unique planning needs.
The Expertise Were 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 encouraged
The Purpose of Your Role
The 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 Fidelitys 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 Fidelitys firm wide initiatives that will give you the opportunity to positively influence clients financial plans. You will see your impact on thEstimated Salary: $20 to $28 per hour based on qualifications.
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