Strategic Financial Planning Consultant

Fidelity; United States; On-site; USD 90,000 - 120,000; Full time

Job summary

Fidelity is seeking a Planning Consultant to deliver world-class planning experiences, strengthen client relationships, and implement personalized financial plans. You will engage clients, collaborate with Financial Consultants, and mentor peers to drive long-term client dedication.

Key activities include conducting appointments, using Fidelity tools like Salesforce, and aligning with firm-wide initiatives to enhance the client experience.

Qualifications

• FINRA Series 7 and 66 licenses or ability to obtain Series 66 on hire.
• Minimum 2 years of financial services or related experience.
• CFP certification is highly encouraged and beneficial.

Responsibilities

• Conduct joint client appointments and deliver personalized financial planning.
• Develop and execute client engagement strategies to strengthen relationships.
• Mentor and support colleagues while collaborating with financial consultants.

Skills

FINRA Series 7 & 66

CFP Certification encouraged

Outbound calling

Relationship building

Tools

Salesforce

Job description

Fidelity is seeking a Planning Consultant to deliver world-class planning experiences, strengthen client relationships, and implement personalized financial plans. You will engage clients, collaborate with Financial Consultants, and mentor peers to drive long-term client dedication.

Key activities include conducting appointments, using Fidelity tools like Salesforce, and aligning with firm-wide initiatives to enhance the client experience.