Regional Financial Planning Consultant

Soteria Reinsurance Ltd.; Jacksonville (FL); On-site; USD 70,000 - 110,000; Full time

Job summary

Fidelity is seeking a Planning Consultant to deliver a world-class planning experience and guide clients toward their financial goals. You will build trusted relationships, educate clients on planning solutions, and drive opportunities for deeper engagement and plan implementation.

In this role, you will work with Salesforce, coordinate with Financial Consultants and Wealth Planners, and contribute to a collaborative culture focused on client outcomes.

Qualifications

• FINRA Series 7 & 63 licensed required.
• Familiar with Series 65/66 or ability to acquire upon hire.
• Bachelor’s degree and/or CFP designation preferred.

Responsibilities

• Deliver personalized financial planning conversations to help clients achieve goals.
• Educate clients on solutions and perform planning recommendations.
• Mentor peers and collaborate with advisors to enhance client outcomes.

Skills

FINRA licenses

Client outreach

Relationship management

Financial planning concepts

Bachelor's degree

Education

Bachelor's degree

CFP designation (preferred)

Tools

Salesforce

Job description

Fidelity is seeking a Planning Consultant to deliver a world-class planning experience and guide clients toward their financial goals. You will build trusted relationships, educate clients on planning solutions, and drive opportunities for deeper engagement and plan implementation.

In this role, you will work with Salesforce, coordinate with Financial Consultants and Wealth Planners, and contribute to a collaborative culture focused on client outcomes.