Planning Consultant

Are you a strategic thinker with a passion for financial planning? Do you thrive in dynamic environments and enjoy helping others reach their financial goals? Fidelity Investments is seeking a highly skilled and motivated Planning Consultant to join our team. As a Planning Consultant, you will have the opportunity to work with a diverse group of clients, providing personalized financial planning and investment advice. We are looking for individuals who possess strong analytical skills, exceptional communication abilities, and a deep understanding of the financial industry. If you are driven, client-oriented, and eager to make a difference in people's lives, this may be the perfect opportunity for you. Join us at Fidelity Investments and take your career to the next level!

1. Develop and implement strategic financial plans for clients based on their individual goals and objectives.
2. Conduct thorough financial analysis and research to provide accurate and relevant advice to clients.
3. Build and maintain strong client relationships by providing exceptional service and support.
4. Stay up-to-date on industry trends and changes in financial laws and regulations.
5. Collaborate with other team members to share best practices and improve overall client experience.
6. Proactively identify and pursue new business opportunities to grow client base.
7. Communicate complex financial concepts in a clear and understandable manner to clients.
8. Provide ongoing support and guidance to clients to help them achieve their financial goals.
9. Maintain accurate and organized client records and documentation.
10. Continuously seek opportunities for professional development and growth within the company.
11. Act in accordance with company policies and ethical standards at all times.
12. Represent the company in a professional and positive manner at all times.
13. Utilize technology and software to streamline processes and enhance client experience.
14. Collaborate with other departments, such as investment management and tax planning, to provide comprehensive financial solutions to clients.
15. Continuously monitor and evaluate the performance of clients' investments and adjust strategies as needed.

According to JobzMall, the average salary range for a Planning Consultant in Boston, MA, USA is between $74,000 - $112,000 per year. This range may vary depending on factors such as the specific industry, level of experience, and education qualifications of the individual.

Fidelity Investments Inc., commonly referred to as Fidelity, earlier as Fidelity Management & Research or FMR, is an American multinational financial services corporation based in Boston, Massachusetts.