Financial Planning Consultant: Lasting Client Impact

Fidelity Investments

Reno (NV)

On-site

USD 90,000 - 120,000

Full time

14 days+

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Job summary

Fidelity Investments seeks a Planning Consultant in Reno to deliver personalized financial planning and strengthen client relationships. You will conduct joint client appointments, develop a structured client contact strategy, and collaborate with the Financial Consultant or Wealth Planner to uncover opportunities.

Successful candidates bring FINRA Series 7/66 (or ability to acquire Series 66), 2+ years in financial services, and strong CFP motivation.

Qualifications

FINRA Series 7 & 66 licensed or ability to acquire Series 66 on hire.
Minimum 2 years of financial services or relevant experience.
CFP certification is highly encouraged.
Strong understanding of financial planning concepts to help clients.
Ability to profile client needs and identify appropriate solutions.
Vested interest in building relationships and advocating for clients.
Motivated toward success with ownership
Comfortable making outbound calls to educate clients and uncover opportunities.

Responsibilities

Conduct joint client appointments and deliver personalized financial consultations.
Develop and maintain an organized client contact strategy using Salesforce.
Mentor and support fellow associates and partners in planning concepts.
Profile client needs and present planning outputs to identify opportunities.
Collaborate with Financial Consultant or Wealth Planner to grow planning opportunities and strengthen client relationships.