Planning Consultant

Are you passionate about helping clients achieve their financial goals? Do you have a knack for creating strategic plans and providing sound investment advice? If so, Fidelity Investments is looking for a skilled Planning Consultant to join our team.As a Planning Consultant, you will play a crucial role in providing comprehensive financial planning services to our clients. Your expertise in financial planning and investment strategies will help our clients make informed decisions and reach their financial objectives. We are seeking a highly motivated and client-focused individual with strong analytical skills and a deep understanding of financial markets.If you are a self-starter who thrives in a fast-paced environment and are committed to delivering exceptional client experiences, we encourage you to apply for this exciting opportunity at Fidelity Investments.

1. Conduct comprehensive financial assessments for clients to determine their financial goals and develop tailored financial plans to achieve them.
2. Provide expert guidance on investment strategies, including asset allocation, risk management, and portfolio diversification.
3. Continuously monitor and review clients' financial plans to ensure they are aligned with their goals and make necessary adjustments as needed.
4. Educate clients on financial planning concepts and investment options to help them make informed decisions.
5. Keep up-to-date with market trends, economic conditions, and industry regulations to provide accurate and relevant advice to clients.
6. Build and maintain strong relationships with clients to understand their needs and provide personalized services.
7. Collaborate with other departments and teams within the organization to deliver holistic financial planning solutions to clients.
8. Use advanced financial planning software and tools to create detailed financial plans and projections for clients.
9. Conduct regular performance reviews with clients to track progress towards their financial goals and make recommendations for adjustments as needed.
10. Comply with all industry regulations and maintain strict confidentiality of client information.
11. Continuously strive to enhance knowledge and skills in financial planning and investment strategies through training and professional development opportunities.
12. Meet or exceed performance targets and contribute to the overall success of the organization.
13. Represent the company in a professional and ethical manner at all times.

According to JobzMall, the average salary range for a Planning Consultant in Chicago, IL, USA is $70,000 to $120,000 per year. However, this can vary depending on the industry, company, and level of experience of the individual. Experienced consultants may earn salaries upwards of $150,000 per year.

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.