Planning Consultant - Chandler, AZ

Fidelity(2 months ago)

HybridFull TimeMedior$97,467 - $129,189 (estimated)Relationship Management

About this role

A Planning Consultant at Fidelity delivers a world-class planning experience aimed at deepening client relationships through consolidated solutions and tailored engagement strategies. The role partners with Financial Consultants and Wealth Planners to support clients' unique financial planning needs and foster long-term client relationships.

View Original Listing

Required Skills

Financial Planning
Profiling
Relationship Building
Client Education
Outbound Calling
Salesforce
Mentoring

Qualifications

Series 7
Series 63
Series 65
Series 66
State Registration
Degree
CFP

About Fidelity

fidelity.com

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.

View more jobs at Fidelity →