Financial Planning Consultant — Elevate Client Outcomes

Fidelity Investments Inc.; Spring (TX); On-site; USD 85,000 - 120,000; Full time

Job summary

Fidelity Investments Inc. seeks a Planning Consultant to deliver personalized financial planning and strengthen client relationships through asset consolidation and plan implementation.

You will engage clients, mentor teammates, and coordinate with partners using Salesforce to provide a seamless planning experience. Applicants should have FINRA licenses or be able to obtain Series 66, at least two years in financial services, and preferably CFP certification.

Qualifications

• FINRA Series 7 & 66 licensed or able to acquire Series 66 on hire.
• Minimum 2 years in financial services or related experience.
• CFP Certification is highly encouraged.
• Strong understanding of financial planning concepts to build effective client plans.
• Ability to profile planning needs and identify suitable solutions.
• Demonstrated ability to build relationships and advocate for clients.
• Motivated to achieve goals and own outcomes.
• Willing to make outbound calls to 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.
• Maintain an organized client contact strategy and engage partners using Salesforce.
• Mentor and support fellow associates to promote planning excellence.
• Collaborate with Financial Consultant or Wealth Planner to expand planning capabilities.

Skills

FINRA Series 7/66 licenses

Client relationship building

Financial planning concepts

Profiling planning needs

Outbound calling

Relationship management

Mentoring teammates

Education

CFP Certification

Tools

Salesforce

Job description

Fidelity Investments Inc. seeks a Planning Consultant to deliver personalized financial planning and strengthen client relationships through asset consolidation and plan implementation.

You will engage clients, mentor teammates, and coordinate with partners using Salesforce to provide a seamless planning experience. Applicants should have FINRA licenses or be able to obtain Series 66, at least two years in financial services, and preferably CFP certification.