Planning Consultant - San Francisco, CA
Fidelity(1 month ago)
About this role
A Planning Consultant at Fidelity delivers a world-class financial planning experience and develops engagement strategies tailored to each client’s individual needs. The role focuses on deepening client relationships to support clients’ financial goals and foster long-term loyalty. The consultant represents Fidelity’s client commitment standards and helps promote lasting client dedication.
Required Skills
- Financial Planning
- Client Relationships
- Asset Consolidation
- Plan Implementation
- Salesforce
- Outbound Calling
- Mentoring
Qualifications
- Series 7 - FINRA
- Series 63 - FINRA
- Series 65 - FINRA
- Series 66 - FINRA
- CFP (preferred)
- Bachelor's Degree (preferred)
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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