Financial Planning Consultant - Build Client Relationships

Fidelity Investments Inc.; Tampa (FL); On-site; USD 75,000 - 100,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Planning Consultant to deliver personalized financial planning and strengthen client relationships through asset consolidation, referrals, and plan implementation.

You will develop an engagement strategy, mentor associates, and use tools like Salesforce and Glance to enhance client experiences. The onsite role aligns with Fidelity's phased rollout of full-time onsite work and collaboration with Wealth Planning teams.

Qualifications

• FINRA licenses (Series 7/66) required or ability to obtain Series 66.
• Minimum 2 years in financial services or related experience.
• CFP Certification is highly encouraged.
• Strong understanding of financial planning concepts to guide client decisions.
• Ability to profile client needs and identify suitable solutions.

Responsibilities

• Lead joint client appointments and deliver personalized financial planning.
• Develop and maintain a client contact strategy and build long-term relationships.
• Mentor and support colleagues while promoting Fidelity's client commitments.
• Leverage tools like Salesforce to document engagements and progress.

Skills

FINRA Series 7/66 licenses

2+ years financial services

Salesforce

CFP Certification

Outbound calls

Client relationships

Education

CFP Certification

State registrations

Tools

Salesforce

Glance

Job description

Fidelity Investments Inc. is seeking a Planning Consultant to deliver personalized financial planning and strengthen client relationships through asset consolidation, referrals, and plan implementation.

You will develop an engagement strategy, mentor associates, and use tools like Salesforce and Glance to enhance client experiences. The onsite role aligns with Fidelity's phased rollout of full-time onsite work and collaboration with Wealth Planning teams.