Strategic Financial Planning Advisor

Fidelity Investments Inc.; United States; Remote; USD 100,000 - 140,000; Full time

Benefits offered by this job

Dynamic Working

Benefits package

Job summary

Fidelity Investments is seeking a Financial Planning Consultant to deliver proactive, personalized financial planning and integrated solutions to a broad range of clients within a team-based, technology-enabled model. The role emphasizes onboarding new clients, guiding complex planning goals, and delivering high-quality, end-to-end advisory service using Fidelity tools.

You will work with clients in a managed-portfolio context, maintain strong relationships, and meet licensing requirements

Qualifications

• FINRA Series 7 required.
• FINRA Series 63 and 65 or Series 66 licensed.
• Insurance license within 90 days of hire.
• Certified Financial Planner (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 and guide Fidelity clients with managed portfolios and advisory services.
• Address aspects of clients’ financial plans, including managed accounts.
• Serve as Advisory Services’ voice to the customer.
• Deliver proactive, personalized financial planning and integrated solutions.
• Onboard recently enrolled clients and assist those with complex planning goals.
• Provide routine portfolio management support.

Skills

Communication

Relationship building

Pre-scheduled guidance

Time & calendar management

Digital advisor tools

End-to-end advisory

Virtual meetings (Zoom)

Education

FINRA Series 7 license

FINRA Series 63/65 or 66 license

Insurance license within 90 days

Certified Financial Planner (CFP) preferred

5+ years financial services experience

Tools

Fidelity planning tools

CRM system

Job description

Fidelity Investments is seeking a Financial Planning Consultant to deliver proactive, personalized financial planning and integrated solutions to a broad range of clients within a team-based, technology-enabled model. The role emphasizes onboarding new clients, guiding complex planning goals, and delivering high-quality, end-to-end advisory service using Fidelity tools.

You will work with clients in a managed-portfolio context, maintain strong relationships, and meet licensing requirements