Planning Consultant - San Jose, CA

Job Description : Planning Consultant

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 hire

Financial services experience preferably in financial planning

Degree 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 one

The 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 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 telephone calls to further educate clients and find opportunities to add value to the relationship

Our 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 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

Certifications :

Series 07 FINRA, Series 63 FINRA, Series 65 FINRA

Publicada el 22/05/2022

Finaliza el 19/08/2022

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