Financial Planning Consultant — Client Relationships

Fidelity Investments Inc.; Henderson (NV); On-site; USD 70,000 - 100,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Planning Consultant to deliver personalized financial consultations and develop client relationships through asset consolidation and plan implementation.

You will create and maintain an organized client contact strategy, mentor teammates, and collaborate with Financial Consultants to expand planning capabilities. The Onsite Working Model is part of Fidelity's phased rollout, with some roles requiring full onsite presence.

Qualifications

• FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire.
• Minimum 2 years of financial services or relevant experience.
• Attainment of CFP Certification is highly encouraged.
• Remarkable understanding of financial planning concepts to help clients build effective financial plans for them and their families.
• Ability to profile to understand planning needs and identify appropriate solutions.
• Vested interest in building relationships and being an advocate for clients.
• Motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals.
• Comfortable making outbound calls to further educate clients and uncover opportunities.

Responsibilities

• Conduct joint client appointments and deliver personalized financial consultations.
• Develop an engagement strategy to meet each client’s planning needs.
• Build and maintain an organized client contact strategy and mentor associates.
• Collaborate with the Financial Consultant or Wealth Planner to deliver comprehensive planning support.
• Leverage Fidelity tools (e.g., Glance) to enhance the client experience.

Skills

FINRA Series 7 & 66 licenses

2+ years financial services experience

CFPCertification encouraged

financial planning concepts

client profiling

relationship building

ownership & motivation

outbound client education

Tools

Salesforce

Glance

Job description

Fidelity Investments Inc. is seeking a Planning Consultant to deliver personalized financial consultations and develop client relationships through asset consolidation and plan implementation.

You will create and maintain an organized client contact strategy, mentor teammates, and collaborate with Financial Consultants to expand planning capabilities. The Onsite Working Model is part of Fidelity's phased rollout, with some roles requiring full onsite presence.