Strategic Financial Planning Consultant

Soteria Reinsurance Ltd.; Sugar Land (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Fidelity Investments is seeking a Planning Consultant to deliver personalized financial planning and guidance to clients in a collaborative team. You will conduct joint client appointments, educate clients, and help implement comprehensive plans using Fidelity tools.

You will work with the Financial Consultant or Wealth Planner to expand planning capabilities, mentor associates, and nurture lifetime client relationships through proactive outreach.

Qualifications

• Licenses: FINRA Series 7 & 66 or ability to obtain promptly.
• Minimum 2 years in financial services or related experience.
• CFP certification is highly encouraged.

Responsibilities

• Conduct personalized financial planning discussions with clients.
• Collaborate with Wealth Planner/Financial Consultant to deliver plans.
• Profile client needs and present tailored solutions using Fidelity tools.
• Build and maintain ongoing client relationships and referrals.

Skills

Series 7 & 66

Financial services exp

CFP encouraged

Tools

Salesforce

Glance

Job description

Fidelity Investments is seeking a Planning Consultant to deliver personalized financial planning and guidance to clients in a collaborative team. You will conduct joint client appointments, educate clients, and help implement comprehensive plans using Fidelity tools.

You will work with the Financial Consultant or Wealth Planner to expand planning capabilities, mentor associates, and nurture lifetime client relationships through proactive outreach.