Strategic Financial Planner

Fidelity Investments Inc.; Portsmouth (NH); On-site; USD 80,000 - 110,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Planning Consultant to deliver personalized financial consultations and strengthen client relationships through asset consolidation, referrals, and plan implementation.

You will use Salesforce and Fidelity tools to manage client engagement and mentor colleagues within a collaborative team. The role emphasizes delivering world-class planning experiences, building lifetime client relationships, and aligning with Fidelity’s client commitment standards.

Qualifications

• FINRA licenses (Series 7 & 66) or ability to acquire Series 66 on hire.
• Minimum 2 years in financial services.
• CFP Certification encouraged.
• Strong understanding of financial planning concepts.
• Ability to profile clients and tailor solutions.
• Experience outbound client outreach.

Responsibilities

• Conduct joint client appointments delivering personalized financial consultations.
• Develop engagement strategy to meet planning needs.
• Mentor and support fellow associates.
• Utilize Salesforce and Fidelity tools to manage client relationships.
• Strengthen client relationships through asset consolidation and referrals.
• Collaborate with Financial Consultant/Wealth Planner to deliver planning support.

Skills

FINRA Series 7

FINRA Series 66

CFP Certification

Financial planning

Client relationships

Outbound calling

Tools

Salesforce

Glance

Job description

Fidelity Investments Inc. is seeking a Planning Consultant to deliver personalized financial consultations and strengthen client relationships through asset consolidation, referrals, and plan implementation.

You will use Salesforce and Fidelity tools to manage client engagement and mentor colleagues within a collaborative team. The role emphasizes delivering world-class planning experiences, building lifetime client relationships, and aligning with Fidelity’s client commitment standards.