Strategic Financial Planning Advisor (Virtual)

Fidelity Investments; Smithfield (RI); On-site; USD 85,000 - 120,000; Full time

Job summary

Fidelity Investments is seeking a Financial Planning Consultant to deliver proactive, personalized financial planning and integrated solutions to Fidelity Advisory Services clients. You will work in a team-based, technology-enabled model handling onboarding, complex planning, and routine portfolio management.

The role requires FINRA Series 7, Series 63/65/66, an insurance license within 90 days, CFP preferred, and at least five years in financial services.

Qualifications

• FINRA Series 7 required.
• FINRA Series 63/65 or 66 licensing required.
• Insurance license within 90 days of hire.
• CFP preferred.
• Minimum 5 years in financial services; managed solutions preferred.
• Strong planning mindset with Fidelity offerings knowledge.
• Ability to deliver high-quality client experience through FRM mastery.
• Proven practice management skills for scalable results.

Responsibilities

• Support and guide Fidelity clients with managed portfolios.
• Address various aspects of clients’ financial plans.
• Engage clients via virtual meetings (Zoom) as default.
• Onboard recently enrolled clients and assist with complex goals.
• Collaborate in a team-based, technology-enabled service model.

Skills

FINRA Series 7

FINRA Series 63/65/66

Insurance license

CFP

5+ years financial services

Planning mindset

FRM mastery

Practice management

Zoom for client meetings

Tools

Zoom

Job description

Fidelity Investments is seeking a Financial Planning Consultant to deliver proactive, personalized financial planning and integrated solutions to Fidelity Advisory Services clients. You will work in a team-based, technology-enabled model handling onboarding, complex planning, and routine portfolio management.

The role requires FINRA Series 7, Series 63/65/66, an insurance license within 90 days, CFP preferred, and at least five years in financial services.