Planning Consultant - Orland Park, IL
$66,000–$125,000 year
On-site · Orland Park, Illinois, United States
Job Summary
Planning Consultant at Fidelity Investments in Orland Park, IL collaborates with Financial Consultant and/or Wealth Planner to provide comprehensive financial planning, consolidating assets, and implementing plans. Responsibilities include conducting joint client appointments, educating clients to uncover opportunities, building organized client-contact strategies, leveraging tools like Glance and Salesforce, and nurturing long-lasting client relationships while supporting Fidelity’s guidance and planning capabilities. The role emphasizes outbound client education, opportunity identification, and partnership with peers to deliver tailored financial plans and enhanced client outcomes.
Required Qualifications
- FINRA Series 7 license and Series 66 license (or ability to acquire Series 66 upon hire)
- State registrations
- Minimum 2 years of financial services or relevant experience
- CFP Certification is highly encouraged
- Experience conducting financial planning interactions and building client relationships
- Ability to educate clients and develop engagement strategies
- Proficiency with tools like Glance and Salesforce
- Outgoing communication and client outreach skills
- Ability to work alongside Financial Consultant and/or Wealth Planner
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