Planning Consultant

Are you a strategic thinker with a passion for financial planning? Do you have a knack for analyzing complex data and providing comprehensive solutions? If so, Fidelity Investments is seeking a knowledgeable and driven Planning Consultant to join our team. As a Planning Consultant, you will have the opportunity to work with a diverse group of clients and help them achieve their financial goals. We are looking for a motivated individual with a strong understanding of investment products and services, excellent communication skills, and a desire to make a positive impact on our clients' lives. If this sounds like you, we would love to hear from you!

1. Develop and implement financial plans for clients based on their individual goals and needs.
2. Conduct thorough analysis of client financial data and make recommendations for investment strategies.
3. Stay up-to-date on current financial market trends and product offerings to provide clients with the most relevant and effective advice.
4. Build and maintain strong relationships with clients, providing ongoing support and guidance.
5. Collaborate with other financial professionals to ensure clients' needs are met.
6. Act as a subject matter expert on investment products and services, providing education and guidance to clients.
7. Continuously evaluate and monitor clients' financial plans to ensure they remain aligned with their goals.
8. Meet or exceed sales and performance targets set by the company.
9. Communicate complex financial concepts in a clear and understandable manner to clients.
10. Adhere to all regulatory and compliance policies and procedures.
11. Continuously seek out opportunities to improve processes and enhance the client experience.
12. Represent Fidelity Investments in a professional and positive manner at all times.

According to JobzMall, the average salary range for a Planning Consultant in New York, NY, USA is between $74,000 and $115,000 per year. This range can vary depending on factors such as experience, education, and specific job duties. Some planning consultants may earn significantly more than this range, especially those with advanced degrees and extensive experience in the field.

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.