Planning Consultant - Nashua, NH
Company: Fidelity Investments
Location: Nashua
Posted on: September 14, 2023
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 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 relationshipOur
Investments in YouFidelity 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\u202Fbenefit
programs\u202Fare designed to help you and your family strike the
right balance.\u00A0 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
peersCertifications:Certified Financial Planner \u00AE / CFP-\u00AE
- Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series
65 - FINRA, Series 66 - FINRACompany OverviewFidelity 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
UsAt 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 , 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
\u0022.\u0022We 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
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 Leave of Absence/Accommodation Team by sending an
email to--, or by calling 800-835-5099, prompt 2, option 3.
Keywords: Fidelity Investments, Nashua , Planning Consultant - Nashua, NH, Professions , Nashua, New Hampshire
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