Planning Consultant - Greenwich, CT
Company: Fidelity Investments
Posted on: September 22, 2022
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 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
- Minimum 2 years of financial services or relevant
- 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
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
- Ability to profile to understand planning needs and identify
- 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
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
- Building long-lasting, meaningful relationships with
- Mentoring and supporting the success of your peers
How Your Work Impacts the 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. 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!
Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66
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
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 Best Place to Work
in 2022. And you don't need a finance background to succeed at
Fidelity-we offer a range of opportunities for learning so you can
build the career you've always imagined.
Many of our associates are continuing to work remotely temporarily
due to COVID-19. When Fidelity employees eventually return to the
office, our goal is for most people to work flexibly in a way that
balances both personal and business needs with time onsite and
offsite through what we're calling " Dynamic Working ."
We invite you to Find Your Fidelity at .
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
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
Leave of Absence/Accommodation Team by sending an email to , or by
calling , prompt 2, option 3.
We welcome those with experience in jobs such as Bookkeeper,
Accounts Payable Clerk, and Senior Accountant and others in the
Accounting and Finance to apply.
Keywords: Fidelity Investments, Greenwich , Planning Consultant - Greenwich, CT, Accounting, Auditing , Greenwich, Connecticut
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