Planning Consultant - Seattle, WA

Company: Fidelity Investments
Location: Lynnwood
Posted on: April 11, 2021

Job Description:

Job Description: Planning Consultant Through your integrity and adherence to Fidelitys 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 clients unique planning needs. The Expertise Were Looking For * FINRA Series 7 & 63 required prior to hire * Series 65 and/or 66 and insurance licenses within 90 days of hire * Minimum 2 years of financial services or relevant experience * 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 Fidelitys 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 Fidelitys 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 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 calls to further educate clients and uncover opportunities The Value You Deliver * Conducting joint appointments with clients, focused on consultations through Fidelitys guidance offering * Educating and planning with clients to uncover opportunities that will lead to the clients 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 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 youll 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! Certifications: Series 07 - FINRA, Series 66 - FINRA 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. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. 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 Leave of Absence/Accommodation Team by sending an email to , or by calling , prompt 2, option 2. We welcome those with experience in jobs such as Bilingual Customer Service , Home Buyer s Consultant, and Accounting Assistant and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Seattle , Planning Consultant - Seattle, WA, Professions , Lynnwood, Washington