Planning Consultant - Minnetonka, MN

Job Description:Planning ConsultantThrough your integrity and adherence to Fidelity’s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.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 client’s unique planning needs.TheExpertiseWe’re Looking ForFINRA Series 7 & 63 required prior to hireSeries 65 and/or 66 and insurance licenses within 90 days of hireMinimum 2 years of financial services or relevant experienceAttainment of CFP® Certification is highly encouraged

Job Description:Planning ConsultantThrough your integrity and adherence to Fidelity’s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.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 client’s unique planning needs.TheExpertiseWe’re Looking For

Want more jobs like this?GetjobsinMinnetonka, MNdelivered to your inbox every week.

Want more jobs like this?

GetjobsinMinnetonka, MNdelivered to your inbox every week.

Get Jobs