Strategic Financial Planning Consultant

Fidelity; United States; On-site; USD 80,000 - 100,000; Full time

Job summary

Fidelity is seeking a Planning Consultant to deliver personalized financial planning experiences and strengthen client relationships through asset consolidation, referrals, and plan implementation.

You will use Salesforce and other tools to maintain an organized client contact strategy, mentor teammates, and collaborate with Financial Consultants to expand planning opportunities with Fidelity's valued clients across the firm's wealth management practices.

Qualifications

• 2+ years of financial services experience or related field.
• Strong understanding of financial planning concepts to tailor client plans.
• Ability to profile client needs and identify suitable solutions.
• Excellent relationship-building and client advocacy skills.
• Willingness to engage in outbound client education and opportunities.

Responsibilities

• Conduct personalized financial planning consultations with Fidelity clients.
• Maintain organized client contact strategy and collaborate with partners.
• Mentor and support colleagues to enhance planning capabilities.

Skills

Financial planning

Client outreach

Relationship development

Tools

Salesforce

Glance

Job description

Fidelity is seeking a Planning Consultant to deliver personalized financial planning experiences and strengthen client relationships through asset consolidation, referrals, and plan implementation.

You will use Salesforce and other tools to maintain an organized client contact strategy, mentor teammates, and collaborate with Financial Consultants to expand planning opportunities with Fidelity's valued clients across the firm's wealth management practices.