Wealth Planning Consultant: Build Lifelong Client Relationships

Fidelity Investments; Henderson (NV); On-site; USD 90,000 - 130,000; Full time

Job summary

Fidelity Investments in Henderson, NV is seeking a Planning Consultant to deliver personalized financial consultations and strengthen client relationships through asset consolidation, referrals, and plan implementation.

You will develop engagement strategies, maintain an organized client contact plan, mentor associates, and collaborate with Financial Consultants using Salesforce and Fidelity tools to enhance the client experience.

Qualifications

• FINRA Series 7 & 66 licensed or eligible to acquire Series 66.
• 2+ years of financial services or relevant experience.
• CFP Certification is highly encouraged.
• Strong understanding of financial planning concepts for clients.
• Ability to profile clients to identify planning needs and solutions.
• Strong client advocacy and relationship-building.
• Motivated, ownership mindset, and goal-oriented.
• Comfortable making outbound calls to educate clients and uncover opportunities.

Responsibilities

• Conduct joint client appointments and provide personalized financial consultations.
• Develop an engagement strategy to meet client planning needs.
• Maintain an organized client contact strategy and collaborate with partners.
• Mentor and support fellow associates.
• Leverage tools like Salesforce and Glance to enhance the client experience.
• Partner with the Financial Consultant or Wealth Planner to develop plans.
• Align with Fidelity’s firm-wide initiatives to positively influence client plans.

Skills

FINRA Series 7/66

2+ years in financial services

CFP Certification encouraged

Financial planning knowledge

Client profiling

Relationship building

Outbound calling

Ownership & results oriented

Education

CFP Certification

Job description

Fidelity Investments in Henderson, NV is seeking a Planning Consultant to deliver personalized financial consultations and strengthen client relationships through asset consolidation, referrals, and plan implementation.

You will develop engagement strategies, maintain an organized client contact plan, mentor associates, and collaborate with Financial Consultants using Salesforce and Fidelity tools to enhance the client experience.