Strategic Financial Planning Consultant

Fidelity Investments Inc.; North Carolina; Remote; USD 85,000 - 120,000; Full time

Job summary

Fidelity Investments is seeking a Financial Planning Consultant in the Charlotte, NC area. This on-site role supports Fidelity Advisory Services clients with proactive, personalized financial planning and integrated solutions using Fidelity’s planning tools.

You will guide clients through retirement, investments, and lifetime planning, leveraging a team-based, technology-enabled model to deliver high-quality advice and a scalable client experience.

Qualifications

• FINRA Series 7 required.
• Insurance license within 90 days of hire.
• CFP preferred but not required.
• Minimum of 5 years of financial services experience.

Responsibilities

• Provide proactive, personalized financial planning and integrated solutions to Fidelity Advisory Services clients.
• Guide clients across retirement planning, investments, and holistic portfolio strategy.
• Deliver high-quality advice through a team-based, technology-enabled service model.
• Maintain end-to-end ownership of the advice experience from discovery to implementation.

Skills

FINRA Series 7

FINRA Series 63/65 or 66

Insurance license within 90 days

CFP preferred

5+ years financial services experience

Planning & Advice mindset

FRM mastery

Practice management

Job description

Fidelity Investments is seeking a Financial Planning Consultant in the Charlotte, NC area. This on-site role supports Fidelity Advisory Services clients with proactive, personalized financial planning and integrated solutions using Fidelity’s planning tools.

You will guide clients through retirement, investments, and lifetime planning, leveraging a team-based, technology-enabled model to deliver high-quality advice and a scalable client experience.