Planning Consultant - Berkeley, CA
Company: Fidelity Investments
Location: Berkeley
Posted on: January 16, 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 - 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 or , prompt 2, option 2 if
you would like to request an accommodation.
Keywords: Fidelity Investments, Berkeley , Planning Consultant - Berkeley, CA, Professions , Berkeley, California
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