Planning Consultant

Welcome to Fidelity Investments, a leading financial services company dedicated to helping individuals and institutions achieve their financial goals. Our firm is seeking a highly motivated and skilled Planning Consultant to join our team. As a Planning Consultant, you will play a crucial role in providing comprehensive financial planning advice to our clients. We are looking for a dynamic individual with a strong background in financial planning and a passion for helping others achieve financial success. This role requires exceptional communication and analytical skills, as well as a deep understanding of investment products and strategies. If you are driven, client-focused, and eager to make a positive impact in the world of financial planning, we invite you to apply for this exciting opportunity at Fidelity Investments.

1. Conduct comprehensive financial planning consultations with clients to assess their financial goals, needs, and risk tolerance.
2. Develop customized financial plans for clients based on their unique financial situations and objectives.
3. Educate clients on investment products and strategies to help them make informed decisions.
4. Analyze financial information and provide recommendations to clients on how to achieve their financial goals.
5. Collaborate with other team members to ensure a holistic approach to financial planning for clients.
6. Stay up-to-date on industry trends and changes in financial regulations to ensure compliance and provide the best advice to clients.
7. Act as a trusted advisor to clients, building long-term relationships and providing ongoing support and guidance.
8. Utilize excellent communication skills to effectively present and explain complex financial concepts to clients.
9. Continuously develop and enhance knowledge of financial planning strategies and products.
10. Meet and exceed performance targets, including client acquisition and retention goals.
11. Maintain accurate and detailed records of client interactions and financial plans.
12. Provide exceptional customer service to clients, responding promptly to inquiries and addressing any concerns.

According to JobzMall, the average salary range for a Planning Consultant in San Francisco, CA, USA is $96,000-$120,000 per year. However, this can vary depending on factors such as experience, education, and the specific company or industry. Some Planning Consultants may earn more or less than this range.

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.