Planning Consultant - Beaverton, OR
Company: Fidelity Investments
Location: Portland
Posted on: January 15, 2021
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Job Description:
Job Description:
Planning Consultant
Through your integrity and adherence to Fidelity's 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 client's unique planning needs.
The Expertise We're 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
Fidelity's 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 Fidelity's 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 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
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 you'll
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:
Certified Financial Planner (CFP) - Issuing Authority, Series 07 -
FINRA, Series 63 - FINRA, Series 65 - 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. For information about working at
Fidelity, visit FidelityCareers.com.
Fidelity Investments is an equal opportunity employer.
Fidelity will reasonably accommodate applicants with disabilities
who need adjustments to complete the application or interview
process. Please email us at accommodations@fmr.com or 800-835-5099,
prompt 2, option 2 if you would like to request an
accommodation.
Keywords: Fidelity Investments, Portland , Planning Consultant - Beaverton, OR, Professions , Portland, Oregon
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