Planning Consultant
PlanningConsultant
“Planning Consultant at Planning Consultant. Skills: Financial planning, Client relationships, Financial services. Provide world-class planning experience. Deepen client relationships”
What You'll Achieve.
Developing lifetime relationships; Client success; Positive influence on clients' financial plans; See impact on business; Rewarding interactions with clients
Industry & Context.
Uncover opportunities; Identify appropriate solutions; Uncover complex planning opportunities
Ability to acquire Series 66 upon hire, Fidelity will not provide immigration sponsorship
What They're Looking For.
Must Have
FINRA Series 7 & 66 licensed, Minimum 2 years of financial services or relevant experience
Nice to Have
Attainment of CFP® Certification is highly encouraged
What You'll Do.
Provide world-class planning experience
Deepen client relationships
Develop engagement strategy
Conduct financial planning interactions
Support client relationship
Use innovative technologies
Maximize efficiencies for clients
Conduct joint appointments
Create client contact strategy
Build relationships with clients
How You'll Work.
Team & Collaboration
Works alongside the Financial Consultant and/or Wealth Planner; Partner with the Financial Consultant or Wealth Planner
Communication Scope
Inspire client dedication; Present output of guidance tools; In-depth discussion
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ANONYMOUS · UNFILTERED
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