Investor Center Financial Planning Consultant-Towson, MD

Job Category: Sales/Retail/Business Development Career Level: Experienced (Non-Manager) Location: Baltimore, MD 21201 Status: Full Time, Employee Company: Fidelity Reference Code: 0802000 Investor Center Financial Planning Consultant-Towson, MD Fidelity has over 100 Investor Centers across the country and continues to open multiple new Investor Centers each year.  Our  Investor Centers provide personal needs-based investment guidance, retirement planning, income strategies and college planning services to individual investors.  The role of the Financial Planning Consultant (FPC) is to develop strong relationships (prospects and clients) within the community while growing the retail customer base. The FPC is expected to sell the full range of financial products and services through prospecting, lead utilization, referrals and local market development efforts. At the same time deliver high levels of customer satisfaction and focus on customer needs. Primary Responsibilities • Develops and encourages long term client relationships by careful planning to meet clients immediate and future needs by providing and demonstrating solid financial planning skills and client centered advice and guidance interactions. • Introduces clients to investment strategies and works with client to develop financial plan using the appropriate Guidance tools. • Positions appropriate products in the context of current needs as well as customer's long term financial plan. • Identify, execute and follow up on opportunities to gather additional client assets while providing client centered discussions. • Initiate customer relationships through prospecting, lead utilization, and local market and community involvement. • Responsible for driving face to face customer appointments and interactions in the branch as well as phone sale opportunities • Attain designated business goals (Customer Satisfaction, Households, Net Flows) • Support and champion branch Customer Experience Index initiatives. • Partner with Fidelity resources and business partners to satisfy customers' investment needs when faced with complex situations in a competitive environment. Deliver "One Fidelity" experience. • Helps develop and execute the local market development plan including but not limited to delivery of financial services education seminars. • Demonstrates leadership and act as a resource for other financial representatives • Adheres to compliance/risk procedures and exhibits detailed attention to disclosure policies by maintaining focus on customers' best interests. • Educates customers to use technology to monitor, maintain and manage their investments. Education and Experience• 5 or more years of financial services and sales experience• Bachelors degree preferred Skills and Knowledge • Series 7 & 63 required prior to hire • Series 66 (63/65) and Insurance Licenses required (or to be obtained within 6 months of hire) • CFP, CRA or CMFC a plus • PC Skills and systems knowledge • Excellent communication and presentation skills Fidelity Investments is one of the world's largest providers of financial services, with custodied assets of more than $3.4 trillion, including managed assets of $1.6 trillion as of October 31, 2007. Fidelity offers investment management, retirement planning, brokerage, and human resources and benefits outsourcing services to 24 million individuals and institutions as well as through 5,500 financial intermediary firms. The firm is the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans, the largest mutual fund supermarket and a leading online brokerage firm.