Planning Consultant
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. 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.
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
Customer Relationship Management
Time Management
Presentation skills
Data analysis and reporting skills
Process Improvement
Prioritizing skills
Self-Motivated
Communication Skills
Results-Driven
According to JobzMall, the average salary range for a Planning Consultant in 1900 K Street, 1900 K St NW, Washington, DC 20006, USA is $46,956-$121,289. This range is based on the salaries reported by JobzMall users and JobzMall's salary data for this location.
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Fidelity Investments Inc., commonly referred to as Fidelity, earlier as Fidelity Management & Research or FMR, is an American multinational financial services corporation based in Boston, Massachusetts.
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