Financial Planning Consultant — Build Lifelong Client Relationships

Fidelity Investments Inc.; Grand Blanc (MI); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Onsite working model

Job summary

Fidelity is seeking a Planning Consultant in Grand Blanc, MI to conduct joint client appointments and deliver personalized financial planning. You will craft and maintain a structured client contact strategy, using Salesforce and Glance to enhance the planning experience and deepen client relationships.

You will mentor associates, collaborate with Wealth planners, and strive to provide a seamless on-site client experience as Fidelity shifts to a full-time onsite model across regions.

Qualifications

• Strong knowledge of financial planning concepts to tailor client plans.
• Ability to profile clients to identify suitable solutions.
• Experience in outbound outreach to educate clients and uncover opportunities.

Responsibilities

• Conduct joint client appointments and deliver personalized financial planning.
• Develop and maintain an organized client contact strategy.
• Engage business partners and leverage tools like Salesforce to enhance the client experience.
• Mentor and support fellow associates to strengthen team planning capabilities.

Skills

Financial planning concepts

Outbound calling

Relationship building

Client education

Education

CFP certification encouraged

FINRA license 7 & 66

Tools

Salesforce

Glance

Job description

Fidelity is seeking a Planning Consultant in Grand Blanc, MI to conduct joint client appointments and deliver personalized financial planning. You will craft and maintain a structured client contact strategy, using Salesforce and Glance to enhance the planning experience and deepen client relationships.

You will mentor associates, collaborate with Wealth planners, and strive to provide a seamless on-site client experience as Fidelity shifts to a full-time onsite model across regions.