Planning Consultant - Lone Tree, CO

Job Description: Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each clients unique planning needs. Through your integrity and adoption of Fidelitys client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity. The Expertise Were Looking For 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; if you dont already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day! The Skills You Bring Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families. Ability to profile to understand planning needs and identify appropriate solutions You have a vested interest in building relationships and being an advocate for clients You are 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 to the relationship Our Investments in You Fidelitys greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And ourbenefit programsare designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Conducting joint appointments with clients, focused on consultations through Fidelitys guidance offering Educating and planning with clients to uncover opportunities that will lead to the clients success Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce Building long-lasting, meaningful relationships with clients Mentoring and supporting the success of your peers The base salary range for this position is $60,000 - $100,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidates relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA Category: Relationship Management At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy