Financial Consultant
Company: Fidelity Investments
Location: San Jose
Posted on: May 16, 2022
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 benefit
programs are designed to help you and your family strike the right
balance. 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:Series 07 - FINRA, Series 63 - FINRA, Series 65
- 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 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.As a result of COVID-19, many of our
associates are continuing to work remotely. 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
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 accommodations
@fmr.com, or by calling 800-835-5099, prompt 2, option 2. We
welcome those with experience in jobs such as Makeup Artist,
Assistant Salon Manager, and Specialty Beauty Advisor and others in
the Beauty and Spa to apply.
Keywords: Fidelity Investments, San Jose , Financial Consultant, Accounting, Auditing , San Jose, California
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