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Planning Consultant
| Company | Fidelity Investments |
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| Location | Walnut Creek, CA, USA |
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| Salary | $60000 – $100000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Junior, Mid Level |
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Requirements
- 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 one
Responsibilities
- 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 peers
Preferred Qualifications
- Having a CFP or degree is helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
