Strategic Financial Planner & Client Relationships

Fidelity Investments Inc.; Orange (OH); On-site; USD 60,000 - 90,000; Full time

Job summary

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

You will conduct joint client appointments, educate clients on Fidelity offerings, and maintain an organized client contact strategy using Salesforce and Fidelity tools. The role emphasizes mentoring teammates and growing lifetime client relationships while navigating an onsite work model.

Qualifications

• FINRA Series 7 & 66 licensing or ability to acquire Series 66 upon hire.
• At least 2 years in financial services or related experience.
• CFP Certification highly encouraged.
• Strong understanding of financial planning concepts for client planning.
• Ability to profile client needs and identify suitable solutions.
• Commitment to building relationships and advocating for clients.
• Willingness to make outbound calls to educate clients and uncover opportunities.

Responsibilities

• Conduct joint client appointments and deliver personalized financial consultations.
• Develop and execute client engagement strategy, leveraging Fidelity tools and referrals.
• Mentor and support fellow associates while collaborating with team members.
• Profile clients, present planning outputs, and identify opportunities for deeper planning.
• Use Salesforce and other tools to maintain organized client contact strategy.

Skills

FINRA Series 7 & 66 licensing

2+ years financial services experience

CFP Certification

Financial planning proficiency

Client profiling & needs analysis

Outbound calling

Education

CFP Certification

Tools

Salesforce

Glance

Job description

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

You will conduct joint client appointments, educate clients on Fidelity offerings, and maintain an organized client contact strategy using Salesforce and Fidelity tools. The role emphasizes mentoring teammates and growing lifetime client relationships while navigating an onsite work model.