Planning Consultant - Villanova, PA

Fidelity(1 month ago)

HybridFull TimeMedior$75,645 - $101,198 (estimated)Relationship Management

About this role

As a Planning Consultant at Fidelity, you will provide a world-class planning experience and develop engagement strategies that address each client’s unique planning needs. The role focuses on building lasting relationships with clients to inspire dedication and uncover additional planning opportunities alongside Financial Consultants and Wealth Planners.

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Required Skills

Financial Planning
Client Relationships
Communication
Salesforce
Mentoring

Qualifications

Series 07 - FINRA
Series 66 - FINRA

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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