Planning Consultant: Build Lifelong Client Relationships

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

Job summary

Fidelity Investments Inc. in Nashua, NH seeks a Planning Consultant to deliver world-class financial planning experiences, consolidate assets, and strengthen client relationships through strategic engagement and referrals.

You will develop bespoke plans, mentor teammates, and collaborate with Fidelity’s specialists using Salesforce and other planning tools. The role requires FINRA licenses or ability to acquire Series 66, 2+ years in financial services, CFP encouraged, and a strong grasp of

Qualifications

• FINRA Series 7 & 66 licensed or ability to acquire Series 66 after hire.
• Minimum 2 years of financial services experience.
• CFP Certification is highly encouraged.
• Strong understanding of financial planning concepts to help clients build plans.
• Ability to profile to understand planning needs and solutions.
• Commitment to building client relationships and advocacy.
• Willing to outbound call and educate clients about opportunities.

Responsibilities

• Offer world-class planning experiences and strengthen client relationships through asset consolidation, referrals, and plan implementation.
• Develop an engagement strategy that meets each client’s planning needs.
• Conduct joint client appointments and deliver personalized financial consultations.
• Create and maintain an organized client contact strategy using Fidelity tools.
• Mentor and support fellow associates to promote a collaborative environment.
• Collaborate with Financial Consultant or Wealth Planner to expand planning opportunities.

Skills

Series 7 & 66

2+ years financial services

CFP Certification encouraged

Financial planning concepts

Client profiling

Relationship building

Outbound calling

Tools

Salesforce

Glance

Job description

Fidelity Investments Inc. in Nashua, NH seeks a Planning Consultant to deliver world-class financial planning experiences, consolidate assets, and strengthen client relationships through strategic engagement and referrals.

You will develop bespoke plans, mentor teammates, and collaborate with Fidelity’s specialists using Salesforce and other planning tools. The role requires FINRA licenses or ability to acquire Series 66, 2+ years in financial services, CFP encouraged, and a strong grasp of