Financial Planning Advisor - Proactive, Client‑Focused

Fidelity Investments Inc.; Merrimack (NH); On-site; USD 90,000 - 130,000; Full time

Job summary

Fidelity Investments Inc. in Merrimack, NH seeks a Financial Planning Consultant to provide proactive, personalized financial planning and integrated solutions for a broad client base within a team-based, technology-enabled model.

You will guide clients on retirement, investments, holistic planning, and related tools, onboarding new clients and supporting complex goals while delivering high-quality service via virtual and in-person formats.

Qualifications

• FINRA Series 7 required.
• Series 63 and 65 or Series 66 license.
• Insurance license within 90 days of hire.
• CFP preferred.
• Minimum of 5 years of financial services experience; managed solutions experience preferred.
• Planning mindset with Fidelity offerings.
• Ability to deliver high-quality IQ and EQ client experience through FRM mastery.
• Proven practice management and operational excellence in prioritization and calendar management.

Responsibilities

• Deliver proactive, personalized financial planning and integrated solutions for Fidelity Advisory Services clients.
• Onboard recently enrolled clients and support those with complex planning goals and routine portfolio needs.
• Provide end-to-end advice from discovery through implementation and ongoing progress.
• Engage clients virtually (via Zoom) as the default meeting format and build trusted relationships.

Skills

FINRA Series 7

Series 63/65 or 66

Insurance license

CFP preferred

5+ years experience

Client relationships

Planning tools

FRM mastery

Practice management

Time management

Zoom meetings

Digital planning tools

Tools

Investment planning tools

Job description

Fidelity Investments Inc. in Merrimack, NH seeks a Financial Planning Consultant to provide proactive, personalized financial planning and integrated solutions for a broad client base within a team-based, technology-enabled model.

You will guide clients on retirement, investments, holistic planning, and related tools, onboarding new clients and supporting complex goals while delivering high-quality service via virtual and in-person formats.