Fidelity
Planning Consultant- Seal Beach, CA
Seal Beach, CA · Full-time
No sponsorship$66k-$125kDetected 10 hours ago
SalesforceOutbound SalesMentoring
About the role
- This role expands upon the planning capabilities available to engage Fidelity's most valuable clients.
- You will be in complete alignment with Fidelity's firm wide initiatives that will give you the opportunity to positively influence clients' financial plans.
- You will see your impact on the business and have rewarding interactions with clients every single day!
Responsibilities
- Educating and planning with clients to uncover opportunities that will lead to the client's 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
Requirements
- FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
- Minimum 2 years of financial services or relevant experience
- Ability to profile to understand planning needs and identify appropriate solutions
- You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals
- Comfort making outbound calls to further educate clients and uncover opportunities
Compensation
- We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements
Benefits
- We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements
- Click to hear from a few of our associates about the outstanding benefits
Company info
- Click here for a story about how we are helping our employee's payback their student loan debt(opens in a new tab)
Visa & Work Authorization
- Fidelity will not provide immigration sponsorship for this position.
Apply directly at Fidelity →Create a free account for alerts like thisView Fidelity immigration profile
This listing is sourced directly from Fidelity's careers page and normalized into a canonical job model.