Planning Consultant-Franklin, TN
On-siteFranklin, Tennessee, United States
Job Summary
Conduct joint client appointments to deliver personalized financial consultations through Fidelity's offerings, developing engagement strategies that meet each client's planning needs. Profile client requirements to identify opportunities for asset consolidation, referrals, and plan implementation, partnering with Financial Consultants or Wealth Planners to uncover complex planning opportunities. Create and maintain an organized client contact strategy while leveraging tools such as Salesforce and Glance to enhance the client experience. Mentor and support fellow associates in a collaborative environment, making outbound calls to educate clients and advocate for their long-term financial success. Works onsite at Fidelity's Franklin, TN location.
Required Qualifications
- FINRA Series 7 & 66 licensed and hold appropriate state registrations
- ability to acquire Series 66 upon hire
- Minimum 2 years of financial services or relevant experience
- Remarkable understanding of financial planning concepts
- Ability to profile to understand planning needs and identify appropriate solutions
- Vested interest in building relationships and being an advocate for clients
- Motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals
- Comfortable making outbound calls to further educate clients and uncover opportunities
- 100% onsite presence
Desired Qualifications
- Attainment of CFP® Certification
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