Planning Consultant- Brea, CA at Fidelity Investments

Brea, California, United States

Apply Now

Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire Series 65/66 upon hire
Financial services experience preferably in financial planning
Degree and/or other professional certifications such as CFP are helpful (Tuition Reimbursement program available if not already held)
Thorough understanding of financial planning concepts to help clients build effective financial plans
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
Comfort making outbound telephone calls to further educate clients and find opportunities to add value

Responsibilities

Provide a world-class planning experience and uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations
Develop an engagement strategy that supports each client’s unique planning needs
Work alongside Financial Consultants and/or Wealth Planners in a financial planning capacity
Profile, navigate, and present the output of guidance tools, leading to in-depth discussions around planning concepts
Uncover additional planning opportunities and partner with advisers to develop further
Conduct joint appointments with clients, focused on consultations through Fidelity’s guidance offering
Educate and plan with clients to uncover opportunities that will lead to the client’s success
Create and maintain an organized client contact strategy, including engaging business partners and using tools such as Salesforce
Build long-lasting, meaningful relationships with clients
Mentor and support the success of peers

Skills

FINRA Series 7

FINRA Series 63

FINRA Series 65

FINRA Series 66

CFP

financial planning

client profiling

asset consolidation

wealth planning

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

Land your dream remote job 3x faster with AI

Try Jobo Free