Financial Planning Consultant
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will provide personalized, end-to-end financial planning and advice to clients with managed portfolios. You will lead consultative conversations, assess investment strategies and planning needs, develop recommendations, and guide clients through implementation and ongoing progress. You will conduct virtual client meetings, proactively reach out to clients, manage your calendar and workflow, and use planning and investment tools to support retirement, tax, estate, health-care, and other financial goals.
Requirements
- Hold a FINRA Series 7 license
- Hold FINRA Series 63 and 65 licenses or a Series 66 license
- Obtain an insurance license within 90 days of hire
- Have at least 5 years of financial services experience
- Demonstrate planning and advice knowledge and understanding of Fidelity offerings
- Demonstrate practice management and operational excellence
- Use digital advice, planning, and investment tools
- Communicate effectively in writing, verbally, and interpersonally
- Engage clients virtually through Zoom
Responsibilities
- Deliver personalized financial planning and advice to managed portfolio clients
- Lead consultative conversations about investment strategies and planning needs
- Develop and implement unified investment and financial planning strategies
- Conduct virtual client guidance appointments and proactive outreach
- Manage the end-to-end advice experience from preparation through implementation
- Use digital planning and investment tools to provide personalized recommendations
- Adapt advice as clients’ goals and life stages change
- Introduce appropriate services and resources to deepen client relationships
Benefits
- Fully paid parental leave
- On-site health and wellness centers
- Student loan repayment assistance
