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Planning Consultant - Chesterfield, MO at Fidelity - ApplyBlast

Planning Consultant - Chesterfield, MO

Fidelity

4 months ago

4.4 on Glassdoor

Chesterfield, MO

Onsite

Full Time

Junior

0 applicants

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About this role

A Planning Consultant at Fidelity supports Financial Consultants and Wealth Planners by conducting joint client appointments and delivering world-class financial planning experiences. The role focuses on deepening client relationships through asset consolidation, referrals, and tailored engagement strategies while leveraging innovative technologies and tools. Candidates must hold relevant FINRA licenses and demonstrate expertise in profiling client needs to uncover complex planning opportunities.

Responsibilities

Conduct financial planning interactions with clients
Support overall client relationships using innovative technologies
Identify opportunities for asset consolidation and referrals
Maintain organized client contact strategies
Mentor and support the success of peers

Skills

Qualifications

FINRA Series 7 LicenseFINRA Series 66 LicenseCFP® Certification

About Fidelity

fidelity.com

Headquarters

Boston, Massachusetts, United States

Company Size

10001+ employees

Founded

1946

View Profile

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.