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 deliver personalized financial planning conversations, help clients pursue financial goals, and identify opportunities for asset consolidation, referrals, and plan implementation. You will manage client engagement through Salesforce, conduct outreach, collaborate across the business, and mentor peers while supporting tailored planning solutions.
Requirements
- FINRA Series 7 and Series 63 licenses
- FINRA Series 65 or 66 license or ability to obtain it upon hire
- Appropriate state registrations
- Financial services experience, preferably in financial planning
- Understanding of financial planning concepts
- Ability to identify client planning needs and appropriate solutions
- Bachelor’s degree or CFP designation preferred
Responsibilities
- Deliver personalized financial planning guidance
- Help clients achieve financial goals through comprehensive planning conversations
- Identify opportunities for asset consolidation, referrals, and plan implementation
- Develop and execute client engagement strategies
- Use Salesforce for relationship management and follow-through
- Conduct outbound client outreach
- Mentor peers and share best practices
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Retirement benefits
- Paid time off
- Parental leave
- Charitable giving employee match program
- Student loan repayment
- Tuition reimbursement
- Learning resources