Planning Consultant - San Francisco, CA
Fidelity(6 days ago)
About this role
A Planning Consultant provides a high-quality planning experience for clients by developing tailored financial strategies and uncovering new opportunities to deepen client relationships. The role involves working closely with Financial Consultants and Wealth Planners to support clients' financial goals and progress.
Required Skills
- Financial Planning
- Relationship Building
- Client Consultation
- Salesforce
- Financial Strategies
Qualifications
- Series 07 - FINRA
- Series 63 - FINRA
- Series 66 - FINRA
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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