Planning Consultant - Redmond, WA
Company: Fidelity Investments
Location: Redmond
Posted on: February 24, 2021
|
|
Job Description:
Job Description:Planning ConsultantThrough 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 encouragedThe Purpose
of Your RoleThe 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
opportunitiesThe 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 peersHow Your Work
Impacts the OrganizationThrough 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 -
FINRACompany OverviewAt 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
or , prompt 2, option 2 if you would like to request an
accommodation.
Keywords: Fidelity Investments, Redmond , Planning Consultant - Redmond, WA, Professions , Redmond, Washington
Click
here to apply!
|
Didn't find what you're looking for? Search again!
Other Professions JobsDoordash: Delivery Driver - No Experience Needed - Start Delivering Today Description: Your time. Your Goals. What is DoorDash Available in over 4,000 cities in the U.S., Canada, and Australia, DoorDash is about connecting people with possibilities: bigger savings accounts, wider nets, (more...) Company: Doordash Location: Redmond Posted on: 03/3/2021 Food Courier - Start Delivering Today Description: Your time. Your Goals.What is DoorDashAvailable in over 4,000 cities in the U.S., Canada, and Australia, DoorDash is about connecting people with possibilities: bigger savings accounts, wider nets, stronger (more...) Company: Doordash Location: Olympia Posted on: 03/3/2021 High Demand For Quality HVAC Pros - Get New Clients In Your Area Description: Over 25 million homeowners have trusted HomeAdvisor 1800Contractor to help them find quality professionals with the expertise to turn their home improvement Company: HomeAdvisor Location: Redmond Posted on: 03/3/2021 CDL A OTR Drivers Guaranteed Daily Pay with Increases and Monthly Bonuses Plus Pet and Rider Policy Description: br br CDL-A OTR Drivers - Guaranteed Daily Pay with Great Increases - Monthly Bonuses Full Benefits Plus br Pet and Rider Policy br br br CALL 866 404-6935 br Major Pay Increases in (more...) Company: May Trucking Location: Redmond Posted on: 03/3/2021 High Demand For Quality Electricians - Get New Clients In Your Area Description: Over 25 million homeowners have trusted HomeAdvisor 1800Contractor to help them find quality professionals with the expertise to turn their home improvement Company: HomeAdvisor Location: Olympia Posted on: 03/3/2021 Now Hiring CDL Flatbed Truck Drivers for Regional Routes Description: Call 888 871-6276 to speak with a System Transport Recruiter now br br br Now Hiring Flatbed Regional CDL Truck Drivers br br Do you have a CDL-A If you are looking for big company resources (more...) Company: System Transport Location: Redmond Posted on: 03/3/2021 CDL-A Owner Operator Truck Driver - LTL Linehaul Description: CDL-A Owner Operator Truck Drivers: CHOOSE YOUR LOADS, ROUTES, AND HOME TIME When you partner with Roadrunner Freight, you choose your loads, Company: Roadrunner Freight Location: Kirkland Posted on: 03/3/2021 Freight/Receiving Description: Job DescriptionPosition Purpose:Associates in Freight/Receiving positions ensure Company: The Home Depot - General Location: Lacey Posted on: 03/3/2021 We Are Hiring CDL Flatbed Truck Drivers for Regional Routes Description: Call 888 871-6276 to speak with a System Transport Recruiter now br br br Now Hiring Flatbed Regional CDL Truck Drivers br br Do you have a CDL-A If you are looking for big company resources (more...) Company: System Transport Location: Redmond Posted on: 03/3/2021 C. R. England Description: Job DescriptionC.R. England Company: C. R. England - Dedicated Fleet Location: Olympia Posted on: 03/3/2021 |