Financial Planning Consultant: Build Lifetime Client Relationships

Fidelity Investments Inc.; Sugar Land (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

Fidelity Investments Inc. in the United States is seeking a Planning Consultant who will deliver personalized financial planning experiences, consolidate assets, and strengthen client relationships through referrals and plan implementation.

You will conduct joint client appointments, educate clients, and collaborate with partners using Salesforce and Fidelity tools. Onsite work model applies as Fidelity transitions to full-time onsite across regions.

Qualifications

• FINRA licenses and state registrations, or ability to acquire Series 66 on hire.
• Minimum 2 years of financial services or related experience.
• CFP Certification is highly encouraged.

Responsibilities

• Conduct joint client appointments and deliver personalized financial consultations.
• Develop engagement strategies and build long-lasting client relationships.
• Mentor and support fellow associates while leveraging Fidelity tools like Salesforce and Glance.

Skills

FINRA Series 7

FINRA Series 66

CFP Certification

Financial planning

Relationship building

Outbound calls

Tools

Salesforce

Glance

Job description

Fidelity Investments Inc. in the United States is seeking a Planning Consultant who will deliver personalized financial planning experiences, consolidate assets, and strengthen client relationships through referrals and plan implementation.

You will conduct joint client appointments, educate clients, and collaborate with partners using Salesforce and Fidelity tools. Onsite work model applies as Fidelity transitions to full-time onsite across regions.