Through your integrity and adherence to Fidelitys client
commitment standards, we know you will inspire client dedication
with a goal of developing lifetime relationships with Fidelity.
As a Planning Consultant, you will provide a world-class
planning experience, uncover opportunities to deepen client
relationships through consolidation of assets, referrals, and plan
implementations, and develop an engagement strategy that supports
each clients unique planning needs.
The Expertise Were Looking For
- FINRA Series 7 & 63 required prior to hire
- Series 65 and/or 66 and insurance licenses within 90 days of
- Minimum 2 years of financial services or relevant
- Attainment of CFP Certification is highly encouraged
The Purpose of Your Role
The Planning Consultant works alongside the Financial Consultant
and/or Wealth Planner in a financial planning capacity. This role
expands upon the planning capabilities available to engage
Fidelitys most valuable clients. In addition to the primarily role
of conducting financial planning interactions, you will support the
overall client relationship by using innovative technologies, such
as Glance, to maximize efficiencies for clients. You will be in
complete alignment with Fidelitys firm wide initiatives that will
give you the opportunity to positively influence clients financial
plans. You will see your impact on the business and have rewarding
interactions with clients every single day!
The Skills You Bring
- Remarkable understanding of financial planning concepts to help
clients build effective financial plans for them and their
- Ability to profile to understand planning needs and identify
- You have a vested interest in building relationships and being
an advocate for clients
- You are motivated toward success, willing to demonstrate
ownership, and committed to achieving meaningful goals
- Comfort making outbound calls to further educate clients and
The Value You Deliver
- Conducting joint appointments with clients, focused on
consultations through Fidelitys guidance offering
- Educating and planning with clients to uncover opportunities
that will lead to the clients success
- Creating and maintaining an organized client contact strategy,
including engaging business partners and using tools such as
- Building long-lasting, meaningful relationships with
- Mentoring and supporting the success of your peers
How Your Work Impacts the Organization
Through your knowledge of financial planning and your ability to
build relationships, you will effectively profile, navigate and
present the output of our guidance tools, leading to an in-depth
discussion around our planning concepts. This will lead you to
uncover additional complex planning opportunities in which youll
partner with the Financial Consultant or Wealth Planner to develop
further. This partnership will allow the team to further meet the
needs of our clients!
Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA
At Fidelity, we are focused on making our financial expertise
broadly accessible and effective in helping people live the lives
they want. We are a privately held company that places a high
degree of value in creating and nurturing a work environment that
attracts the best talent and reflects our commitment to our
associates. We are proud of our diverse and inclusive workplace
where we respect and value our associates for their unique
perspectives and experiences. Find your Fidelity at .
Fidelity Investments is an equal opportunity employer.
We believe that the most effective way to attract, develop and
retain a diverse workforce is to build an enduring culture of
inclusion and belonging.
Fidelity will reasonably accommodate applicants with
disabilities who need adjustments to participate in the application
or interview process. To initiate a request for an accommodation,
contact the HR Leave of Absence/Accommodation Team by sending an
email to, or by calling 800-835-5099, prompt 2, option 2.
We welcome those with experience in jobs such as Makeup
Artist, Nail Technician, and Barber and others in the Beauty and
Spa to apply.