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Fidelity Bank · 1 day ago

Planning Consultant - Colorado Springs, CO

10855 HIDDEN POOL HEIGHTS, COLORADO SPRINGS, CO

Full-time

Hybrid

Mid Level

$70K/yr - $105K/yr

Fidelity Bank is seeking a Planning Consultant to provide a world-class planning experience and deepen client relationships. The role involves working closely with Financial Consultants and Wealth Planners to develop personalized financial plans, educate clients, and uncover additional planning opportunities.

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Responsibilities

Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering

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

Mentoring and supporting the success of your peers

Qualification

FINRA Series 7FINRA Series 63Financial planningCertified Financial PlannerClient advocacyOutbound callingRelationship building

Required

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

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

Preferred

Degree and/or other professional certifications such as CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one