Planning Consultant - Torrance, CA

Fidelity(21 days ago)

HybridFull TimeMedior$70,000 - $105,000Relationship Management

About this role

A Planning Consultant at Fidelity delivers a high-quality financial planning experience and develops engagement strategies tailored to each client’s needs. The role focuses on fostering long-term client relationships and identifying opportunities to deepen those relationships through consolidated assets and referrals. The consultant supports advisors by presenting planning guidance and contributing to clients’ overall financial success.

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Required Skills

Financial Planning
Client Relationships
Relationship Building
Asset Consolidation
Salesforce
Outbound Calls
Presentation Skills
Mentoring

Qualifications

FINRA Series 7
FINRA Series 63
FINRA Series 65
FINRA Series 66
CFP
Bachelor's Degree

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.

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