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Job Description :
Investor Center Planning Consultant
Through 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 u00A0 Expertise u00A0We re Looking For
The u00A0 Purpose u00A0of 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 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 u00A0 Skills u00A0You Bring
How Your Work u00A0 Impacts u00A0the Organization
Through 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.
u00A0 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 Overview
At 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 u00A0 FidelityCareers.com
Fidelity Investments is an equal opportunity employer.
Certifications :
Series 07 - FINRA, Series 66 - FINRA
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future.
We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.
Join Us
At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours.
You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a
Glassdoor Employees Choice Award
we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.
Fidelity's working model
blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry .
Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,
detailed in this document
and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent).
These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances : Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at
fidelitycareers.com
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.
To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to
accommodations@fmr.com
Last updated : 2024-05-29
Full Time
$92k-123k (estimate)
02/24/2024
08/28/2024
fidelitytalentsource.com
Boston, VA
The job skills required for Planning consultant include Planning, Financial Planning, Dedication, Public Speaking, etc. Having related job skills and expertise will give you an advantage when applying to be a Planning consultant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Planning consultant. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Planning consultant positions, which can be used as a reference in future career path planning. As a Planning consultant, it can be promoted into senior positions as a Finance & Insurance Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Planning consultant. You can explore the career advancement for a Planning consultant below and select your interested title to get hiring information.
If you are interested in becoming a Planning Consultant, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Planning Consultant for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Planning Consultant job description and responsibilities
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Planning Consultant jobs
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Step 3: View the best colleges and universities for Planning Consultant.