[Hiring] Financial Planning Consultant @Fidelity Investments

Role Description

The Financial Planning Consultant delivers proactive, personalized financial planning and integrated financial solutions that help Fidelity Advisory Services (FAS) clients make confident decisions and progress toward their financial goals. Operating within a team-based, technology-enabled model, Advisors guide clients across key financial priorities such as:

• Retirement planning
• Investment management
• Development of a holistic portfolio strategy
• Supporting broader financial needs using Fidelity’s full suite of planning tools and solutions

Advisors will provide this support to a broad array of clients with varying needs, including:

• Onboarding recently enrolled clients
• Serving clients with complex planning goals
• Clients with more routine portfolio management needs

Qualifications

• FINRA Series 7 required
• FINRA Series 63 and 65 or Series 66 licensed
• Insurance license within 90 days of hire
• Certified Financial Planner (CFP) preferred
• Minimum of 5 years of previous financial services experience; managed solutions experience preferred
• Planning and Advice mindset with a solid understanding of Fidelity’s offerings
• Ability to deliver high-quality IQ and EQ client experience through FRM mastery
• Proven practice management skills that drive scalable, high-impact business results

Requirements

• Strong written, verbal, & interpersonal communication skills with the ability to build trust & deepen client relationships
• Experience running effective, well-structured pre-scheduled guidance appointments
• Engaging in insight-driven, timely proactive outreach
• Demonstrate strong Practice Management and Operational Excellence through effective prioritization, calendar management, and ownership of responsibilities
• Comfort operating within a team-based service model while managing time, workflow, and follow-through
• Fluency using digital advice, planning, and investment tools to deliver personalized recommendations
• Ownership of end-to-end advice experience, from preparation through implementation
• Adaptability and willingness to continuously learn as client needs evolve
• Ability to engage clients virtually (via Zoom) as the default meeting format unless an alternative is requested by the client

Benefits

• Comprehensive benefit programs designed to help you and your loved ones strike the right balance
• Support for employees’ student loan debt repayment
• Commitment to a diverse and inclusive workplace
• Dynamic working model transitioning to a full-time onsite presence