Planning Consultant - Palo Alto, CA
Fidelity(1 month ago)
About this role
The Planning Consultant delivers a world-class financial planning experience to clients, focusing on deepening relationships and supporting long-term client dedication. The role partners with Financial Consultants and Wealth Planners to profile clients and develop tailored engagement strategies that support each client’s unique planning needs.
Required Skills
- Financial Planning
- Client Profiling
- Relationship Building
- Guidance Tools
- Plan Implementation
- Asset Consolidation
- Outbound Calling
- Salesforce
- Mentoring
Qualifications
- Series 07 - FINRA
- Series 63 - FINRA
- Series 65 or 66 - FINRA
- State Registrations
- Degree
- CFP
About Fidelity
fidelity.comFidelity 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.
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