Strategic Financial Planning Advisor

Socket.dev; North Carolina; Remote; USD 85,000 - 125,000; Full time

Benefits offered by this job

Onsite working model

Dynamic working

Job summary

Fidelity Investments in North Carolina is seeking a Financial Planning Consultant to guide clients with managed portfolios, delivering proactive, personalized financial planning and integrated solutions inside a technology-enabled team.

You will work with clients on retirement, investments, estate planning, taxes, and college savings, using Fidelity's planning tools; requires Series 7 and a license within 90 days, plus 5 years in financial services.

Qualifications

• FINRA Series 7 required.
• FINRA Series 63 and 65 or Series 66 licensed.
• Insurance license within 90 days of hire.
• CFP preferred.
• Minimum of 5 years of previous financial services experience; managed solutions experience preferred.
• Planning and Advice mindset with a solid understanding of Fidelity’s offerings.
• Ability to deliver high-quality IQ and EQ client experience through FRM mastery.
• Proven practice management skills that drive scalable, high-impact business results.

Responsibilities

• Support Fidelity clients with managed portfolios and advisory services.
• Onboard recently enrolled clients and handle complex planning goals.
• Deliver proactive, personalized financial planning and integrated solutions.
• Engage clients virtually via Zoom as the default meeting format.
• Build trusted relationships and deepen client relationships.

Skills

Communication

Client relationships

Guidance appointments

Practice management

Team-based service

Digital tools

End-to-end advice

Zoom meetings

Education

CFP certification (preferred)

FINRA Series 7

FINRA Series 63/65 or 66

Insurance license (within 90 days)

Tools

Zoom

Job description

Fidelity Investments in North Carolina is seeking a Financial Planning Consultant to guide clients with managed portfolios, delivering proactive, personalized financial planning and integrated solutions inside a technology-enabled team.

You will work with clients on retirement, investments, estate planning, taxes, and college savings, using Fidelity's planning tools; requires Series 7 and a license within 90 days, plus 5 years in financial services.