Overview
Planning Consultant- Knoxville, TN Jobs in Knoxville, USA at Fidelity Investments Inc.
Job Description
Through your integrity and adherence to Fidelity’s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.
As a Planning Consultant, you will provide a world‑class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs.
The Expertise We’re Looking For
- FINRA Series 7 & 66 licensed and hold appropriate state registrations, or ability to acquire Series 66 upon hire
- Minimum 2 years of financial services or relevant experience
- Attainment of CFP® Certification is highly encouraged
The Purpose of Your Role
The Planning Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity. This role expands upon the planning capabilities available to engage Fidelity’s most valuable clients. In addition to the primary role of conducting financial planning interactions, you will support the overall client relationship by using innovative technologies, such as Glance, to maximize efficiencies for clients. You will be in complete alignment with Fidelity’s firm‑wide initiatives that will give you the opportunity to positively influence clients’ financial plans.
You will see your impact on the business and have rewarding interactions with clients every single day.
The Skills You Bring
- Remarkable understanding of financial planning concepts to help clients build effective financial plans for them and their families.
- Ability to profile to understand planning needs and identify appropriate solutions.
- You have a vested interest in building relationships and being
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Title: Planning Consultant- Knoxville, TN
Company: Fidelity Investments Inc.
Location: Knoxville, USA
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