Strategic Financial Planning Advisor

Fidelity Investments; Mountain Home (NC); On-site; USD 75,000 - 110,000; Full time

Job summary

Fidelity Investments is seeking a Financial Planning Consultant in the Charlotte, NC area. The role focuses on proactive, personalized financial planning and integrated financial solutions for Fidelity Advisory Services clients, guiding them through retirement, investments, and holistic portfolio strategies using Fidelity’s planning tools.

Ideal candidates have FINRA licenses (7 required; 63/65 or 66 licensing), an insurance license within 90 days, and 5+ years of financial services experience.

Qualifications

• FINRA licenses required or in process; insurance license within 90 days of hire.
• CFP is preferred but not required.
• Minimum 5 years of financial services experience; experience with managed solutions is a plus.
• Strong planning and advisory mindset with knowledge of Fidelity offerings.
• Ability to deliver high-quality client experience with FRM mastery.
• Proven practice management skills to drive scalable results.

Responsibilities

• Lead proactive, personalized financial planning and integrated financial solutions for Fidelity Advisory Services clients.
• Guide clients across retirement planning, investments, holistic portfolio strategy, and broader financial needs using Fidelity tools.
• Manage onboarding of newly enrolled clients and support those with complex planning goals.
• Engage clients virtually (Zoom) as default meeting format; collaborate within a team-based service model.

Skills

FINRA Series 7

FINRA Series 63

FINRA Series 65

FINRA Series 66 licensed

Insurance license

CFP

5+ years financial services experience

Planning & Advice

FRM mastery

Practice management

Education

Finance/Business-related degree

Job description

Fidelity Investments is seeking a Financial Planning Consultant in the Charlotte, NC area. The role focuses on proactive, personalized financial planning and integrated financial solutions for Fidelity Advisory Services clients, guiding them through retirement, investments, and holistic portfolio strategies using Fidelity’s planning tools.

Ideal candidates have FINRA licenses (7 required; 63/65 or 66 licensing), an insurance license within 90 days, and 5+ years of financial services experience.