Financial Consultant
Company: Fidelity Investments
Location: Torrance
Posted on: July 30, 2022
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Job Description:
Job Description Planning Consultant 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 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 one The Purpose of Your Role The 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 relationship Our Investments in You
Fidelity---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 peers
Certifications:Series 07 - FINRA Company Overview Fidelity
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 Us At 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. 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
"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 3. We welcome
those with experience in jobs such as Accountant, Bookkeeper, and
Accounting Assistant and others in the Accounting and Finance to
apply.
Keywords: Fidelity Investments, Torrance , Financial Consultant, Accounting, Auditing , Torrance, California
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