Planning Consultant - Providence, RI

Company: Fidelity Investments Inc.
Location: Providence
Posted on: May 3, 2025

Job Description:

Job Description:Planning ConsultantAs 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 oneThe Purpose of Your RoleThe Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and relationship-building skills, you will effectively profile clients, navigate their needs, and present the output of our guidance tools, leading to in-depth discussions around planning concepts. This will help uncover additional planning opportunities, in partnership with advisers, to better meet client needs. Your impact on the business and rewarding client interactions will be evident every day!The Skills You Bring
  • Thorough understanding of financial planning concepts to help clients build effective financial plans for themselves and their families.
  • Ability to profile clients to understand their planning needs and identify appropriate solutions
  • Strong relationship-building skills and advocacy for clients
  • Motivation for success, ownership, and commitment to meaningful goals
  • Comfort with outbound calls to educate clients and find opportunities to add valueOur Investments in YouFidelity's greatest asset is our people. We offer a competitive total rewards package, including a stable base salary, to recognize your achievements. Our benefit programs are designed to support work-life balance. We provide comprehensive training-whether in-branch, regional, national, or virtual-to ensure your success from onboarding onward.The Value You Deliver
    • Conducting joint appointments focused on Fidelity's guidance offerings
    • Educating and planning with clients to uncover opportunities for their success
    • Maintaining an organized client contact strategy, engaging business partners, and utilizing tools like Salesforce
    • Building long-lasting, meaningful client relationships
    • Mentoring and supporting your peers' successCertifications:Series 7 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:Relationship ManagementWork ModelFidelity's hybrid working model combines onsite and offsite work. While onsite presence is important for our culture and strategy, we also value the benefits of remote work. Most roles require onsite work every other week, Monday through Friday, in a Fidelity office.
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Keywords: Fidelity Investments Inc., Lynn , Planning Consultant - Providence, RI, Professions , Providence, Massachusetts