Financial Planning & Client Relationship Consultant

Fidelity Investments Inc.

Portsmouth (VA)

On-site

USD 60,000 - 90,000

Full time

6 days ago

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Job summary

Fidelity Investments Inc. is seeking a Planning Consultant to deliver personalized financial planning, consolidate assets, and strengthen client relationships through education and strategic planning.

You’ll build long-term relationships by leveraging Fidelity tools, conducting joint client appointments, and mentoring colleagues to support client success. The role emphasizes proactive client outreach, collaboration with Financial Consultants, and utilization of platforms like Salesforce to drive

Qualifications

FINRA Series 7 & 66 licenses or ability to acquire Series 66 upon hire.
CFP Certification is highly encouraged.
Strong ability to build and deepen client relationships through financial planning.
Deep understanding of financial planning concepts to help clients build effective plans.
Comfortable making outbound calls to educate clients and uncover opportunities.

Responsibilities

Conduct joint client appointments to deliver personalized financial consultations.
Develop and maintain an organized client contact strategy and engage business partners.
Utilize tools such as Salesforce and Fidelity technologies to support planning output.
Mentor and support fellow associates to promote a collaborative planning environment.