Strategic Financial Planning Consultant

Fidelity Investments; Cincinnati (OH); On-site; USD 65,000 - 90,000; Full time

Job summary

Fidelity Investments is seeking a Planning Consultant to deliver personalized financial planning and asset consolidation strategies. You will build lifetime client relationships through thoughtful engagement, education, and collaboration with the Wealth planning team.

You will use Salesforce and Glance to coordinate outreach, support planning conversations, and mentor peers while aligning with Fidelity's client-first standards.

Qualifications

• FINRA licenses or ability to acquire Series 66 upon hire.
• Minimum 2 years in financial services or relevant experience.
• CFP Certification is highly encouraged.
• Strong understanding of financial planning concepts to help clients.
• Ability to profile to understand planning needs and identify solutions.
• Focused on building client relationships and advocating for clients.

Responsibilities

• Conduct joint client appointments and deliver personalized financial consultations.
• Create and maintain an organized client contact strategy and engage partners.
• Leverage tools like Salesforce and Glance to enhance client experience.
• Mentor and support fellow associates within the team.
• Collaborate with Financial Consultant or Wealth Planner to expand planning opportunities.

Skills

FINRA Series 7 & 66 licenses

Financial planning concepts

Needs profiling

Relationship building

Outbound calling

Education

CFP Certification encouraged

Tools

Salesforce

Glance

Job description

Fidelity Investments is seeking a Planning Consultant to deliver personalized financial planning and asset consolidation strategies. You will build lifetime client relationships through thoughtful engagement, education, and collaboration with the Wealth planning team.

You will use Salesforce and Glance to coordinate outreach, support planning conversations, and mentor peers while aligning with Fidelity's client-first standards.