Financial Planning Consultant - Client Growth & Strategy

Fidelity Investments Inc.; Chesterfield (MO); On-site; USD 70,000 - 110,000; Full time

Job summary

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

You will use Salesforce and other tools to manage client contact strategies, collaborate with Financial Consultants, and mentor colleagues to improve client outcomes. This onsite role supports Fidelity's client commitment and career growth.

Qualifications

• FINRA Series 7 & 66 licenses or ability to acquire Series 66 upon hire.
• Minimum 2 years in financial services or relevant experience.
• CFP certification is highly encouraged.
• Strong understanding of financial planning concepts for clients and families.

Responsibilities

• Conduct joint client appointments and deliver personalized financial consultations.
• Develop engagement strategies to meet client needs and strengthen relationships.
• Mentor and support fellow associates while collaborating with team members.

Skills

FINRA Series 7 & 66

Financial services experience

CFP Certification encouraged

Financial planning concepts

Client profiling

Relationship building

Ownership & accountability

Outbound client calls

Tools

Salesforce

Glance

Job description

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

You will use Salesforce and other tools to manage client contact strategies, collaborate with Financial Consultants, and mentor colleagues to improve client outcomes. This onsite role supports Fidelity's client commitment and career growth.