Private Wealth Planning Advisor

Fidelity; United States; On-site; USD 90,000 - 150,000; Full time

Job summary

Fidelity is seeking a Wealth Management Planning Consultant to strengthen client relationships and deliver an exceptional experience to our most valued clients. In partnership with Wealth Management Advisors, you will provide comprehensive support across investment, retirement, estate planning, and asset allocation needs.

You will engage in proactive outreach, coordinate annual reviews, and support client meetings.

Qualifications

• Series 7 & 66 licenses required; insurance license required.
• 5+ years in financial services.
• Bachelor's degree and/or CFP certification preferred.
• Strong interpersonal and communication skills for client interactions.
• Experience addressing complex client inquiries with tailored wealth solutions.

Responsibilities

• Proactive client outreach and annual review coordination.
• Prepare and support client meetings and inquiries across planning needs.
• Identify opportunities to deepen client relationships via asset consolidation.
• Collaborate with Wealth Management Advisors to deliver high-touch service.
• Ensure portfolios align with objectives, guidelines, and regulatory requirements.

Skills

Series 7 license

Series 66 license

Insurance license

Financial services experience

Interpersonal skills

Communication skills

Client relationship management

Cross-team collaboration

Portfolio review experience

Education

Bachelor's degree

CFP certification (preferred)

Job description

Fidelity is seeking a Wealth Management Planning Consultant to strengthen client relationships and deliver an exceptional experience to our most valued clients. In partnership with Wealth Management Advisors, you will provide comprehensive support across investment, retirement, estate planning, and asset allocation needs.

You will engage in proactive outreach, coordinate annual reviews, and support client meetings.