Financial Planning Consultant: Proactive, Personalized Advisory

Fidelity Investments Inc.; Salt Lake City (UT); On-site; USD 70,000 - 110,000; Full time

Job summary

Fidelity Investments is seeking a Financial Planning Consultant in the Salt Lake City area. You will deliver proactive, personalized financial planning and integrated solutions to Fidelity Advisory Services clients, guiding them across retirement planning, investments, and holistic portfolio strategy.

Role requires FINRA Series 7, Series 63/65/66, and an insurance license within 90 days; CFP preferred with 5+ years in financial services.

Qualifications

• FINRA Series 7 required; Series 63/65 or 66 licensed; insurance license within 90 days.
• CFP preferred and minimum 5 years of financial services experience.
• Strong planning and advice mindset aligned with Fidelity offerings.
• Ability to deliver high-quality client experience through FRM mastery.
• Proven practice management skills for scalable, high-impact results.

Responsibilities

• Provide proactive, personalized financial planning and integrated solutions to Fidelity Advisory Services clients.
• Guide clients across retirement planning, investments, portfolio strategy, and broader financial needs.
• Onboard recently enrolled clients and support those with complex or routine goals.
• Engage clients virtually via Zoom as default meeting format.

Skills

FINRA Series 7

FINRA Series 63/65/66

Insurance license

CFP preferred

Financial services experience

Planning & Advice

FRM mastery

Practice management

Job description

Fidelity Investments is seeking a Financial Planning Consultant in the Salt Lake City area. You will deliver proactive, personalized financial planning and integrated solutions to Fidelity Advisory Services clients, guiding them across retirement planning, investments, and holistic portfolio strategy.

Role requires FINRA Series 7, Series 63/65/66, and an insurance license within 90 days; CFP preferred with 5+ years in financial services.