Planning Consultant - Rancho Bernardo, CA

Company: Fidelity Investments Inc.
Location: San Diego
Posted on: April 22, 2025

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 relationshipThe 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 peersThe base salary range for this position is $60,000 - $100,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Relationship Management
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Keywords: Fidelity Investments Inc., Corona , Planning Consultant - Rancho Bernardo, CA, Professions , San Diego, California