Planning Consultant- Pasadena, CA
Company: Fidelity Investments Inc.
Location: Pasadena
Posted on: March 14, 2023
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 ourbenefit
programsare 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 peersPlease see
below for the salary range for work locations in Colorado
only:N/APlease see below for the salary range for work locations in
New York City, Westchester County, NY and Jersey City, NJ
only:N/APlease see below for the salary range for work locations in
California only:$75,000 - $95,000 per yearThis position is eligible
for incentive compensation or an annual bonus opportunity.Please
see below for the salary range for work locations in Washington
only:N/ACertifications:Series 07 - FINRACompany OverviewFidelity
Investments is a privately held company with a missionto 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, we have been recognized by our
employees as a Best Place to Work in 2023. 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.At Fidelity, 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 "."We
invite you toFind Your Fidelityat.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
Accommodation Team by sending an email to, or by calling
800-835-5099, prompt 2, option 3.
Keywords: Fidelity Investments Inc., Pasadena , Planning Consultant- Pasadena, CA, Professions , Pasadena, California
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