Planning Consultant - Hilton Head, SC

As a Planning Consultant, you will offer world-class planning experiences and find opportunities to strengthen client relationships through asset consolidation, referrals, and plan implementation. You will develop an engagement strategy that meets each client’s planning needs. 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. The Planning Consultant conducts joint client appointments and is passionate about delivering personalized financial consultations through Fidelity’s offerings. Through education and personalized planning, the role helps identify opportunities that support clients' long-term financial success. You will be creating and maintaining an organized client contact strategy, engaging business partners and using tools such as Salesforce, as well as building long-lasting, meaningful relationships with clients. Additionally, the role promotes a collaborative environment by mentoring and supporting fellow associates. The Planning Consultant works alongside the Financial Consultant or Wealth Planner to deliver financial planning support. This role expands upon the planning capabilities available to engage Fidelity’s most valuable clients.

Responsibilities

Offer world-class planning experiences and find opportunities to strengthen client relationships through asset consolidation, referrals, and plan implementation; Develop an engagement strategy that meets each client’s planning needs; Conduct joint client appointments and deliver personalized financial consultations through Fidelity’s offerings; Identify opportunities that support clients' long-term financial success; Create and maintain an organized client contact strategy; Engage business partners and use tools such as Salesforce; Build long-lasting, meaningful relationships with clients; Promote a collaborative environment by mentoring and supporting fellow associates; Support the overall client relationship by leveraging innovative technologies such as Glance

Requirements

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire; Minimum 2 years of financial services or relevant experience; 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; Vested interest in building relationships and being an advocate for clients; Motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals; Comfortable making outbound calls to further educate clients and uncover opportunities; Life and Health Agent - Issuing Authority; Series 07 - FINRA; Series 63 - FINRA; Series 66 - FINRA

Nice to have

CFP® Certification