Planning Consultant - Coral Gables, FL
Company: Fidelity Investments
Location: Miami
Posted on: January 15, 2021
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Job Description:
Job Description:Investor Center 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
encouraged*The 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 opportunities** The 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 peers*How
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!Company 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. For information about working at
Fidelity, visit FidelityCareers.comFidelity Investments is an equal
opportunity employer.Certifications:Series 07 - 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
or , prompt 2, option 2 if you would like to request an
accommodation.
Keywords: Fidelity Investments, Miami , Planning Consultant - Coral Gables, FL, Professions , Miami, Florida
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