Financial Planning Consultant: Build Client Relationships

Fidelity Investments

Nashville (TN)

On-site

USD 75,000 - 110,000

Full time

14 days+

Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

Get past ATS filters

Job summary

Fidelity Investments in Nashville, TN is seeking a Planning Consultant to deliver personalized financial consultations, consolidate assets, and strengthen client relationships through thoughtful planning. You will develop engagement strategies, conduct joint client appointments, and mentor fellow associates while collaborating with the Financial Consultant or Wealth Planner.

Utilize tools like Salesforce and Fidelity’s planning tools, profile client needs, and present guidance outputs to uncover

Qualifications

FINRA Series 7 and/or 66 licenses or ability to acquire Series 66 on hire.
2+ years of financial services or related experience.
CFP Certification is highly encouraged.
Strong understanding of financial planning concepts to help clients build effective plans.
Ability to profile to understand planning needs and identify solutions.
Interest in building client relationships and advocating for clients.
Willingness to make outbound calls to educate clients and uncover opportunities.

Responsibilities

Deliver personalized financial planning consultations and engage clients to strengthen relationships.
Develop and execute an engagement strategy to meet client planning needs and opportunities.
Mentor and support fellow associates while collaborating with Financial Consultants and Wealth Planners.