Financial Planning Consultant — Client Relationships

Fidelity Investments; Beachwood (OH); On-site; USD 70,000 - 90,000; Full time

Job summary

Fidelity Investments is seeking a Planning Consultant to provide world-class planning experiences, strengthening client relationships through asset consolidation, referrals, and plan implementation. You will develop engagement strategies, conduct joint appointments, and mentor colleagues, using Salesforce and other Fidelity tools to enhance the client planning process.

The role emphasizes education, personalized planning, and building lifetime client relationships with Fidelity, operating in a

Qualifications

• FINRA Series 7 & 66 licenses or ability to acquire Series 66 upon hire.
• Minimum 2 years of financial services experience.
• CFP Certification is highly encouraged.
• Strong understanding of financial planning concepts to build client plans.
• Ability to profile planning needs and identify appropriate solutions.
• Interest in building client relationships and advocating for clients.

Responsibilities

• Conduct joint client appointments and deliver personalized financial planning.
• Maintain an organized client contact strategy using Salesforce.
• Mentor and support fellow associates and collaborate with the team.

Skills

Series 7 & 66

Relationship building

Outbound calling

CFP Certification

Financial services

Job description

Fidelity Investments is seeking a Planning Consultant to provide world-class planning experiences, strengthening client relationships through asset consolidation, referrals, and plan implementation. You will develop engagement strategies, conduct joint appointments, and mentor colleagues, using Salesforce and other Fidelity tools to enhance the client planning process.

The role emphasizes education, personalized planning, and building lifetime client relationships with Fidelity, operating in a