Strategic Financial Planner & Client Advocate

Fidelity

United States

On-site

USD 80,000 - 120,000

Full time

6 days ago

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Job summary

Fidelity is seeking a Planning Consultant to deliver world-class planning experiences and strengthen client relationships through asset consolidation, referrals, and plan implementation. You will develop engagement strategies, conduct joint client appointments, and deliver personalized financial guidance using Fidelity's planning tools.

You will build lasting relationships, mentor associates, and collaborate across teams to expand opportunities for clients and the firm.

Qualifications

FINRA Series 7 and Series 66 licenses or ability to obtain upon hire.
Minimum 2 years of financial services or related experience.
CFP Certification is highly encouraged.
Strong understanding of financial planning concepts to help clients.
Ability to profile client needs and identify suitable solutions.
Demonstrated client relationship building and advocacy.

Responsibilities

Conduct joint client appointments and deliver personalized financial consultations.
Develop and execute client engagement strategies and maintain organized contact plans.
Collaborate with business partners and leverage Salesforce to enhance client experience.
Mentor and support fellow associates to strengthen the planning team.
Profile and present planning outputs to guide client discussions.