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.
Maintainer signals as of 9/25/2026
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 conduct joint client appointments and deliver personalized financial planning consultations. You will develop client engagement and contact strategies, use planning tools and Salesforce, identify planning opportunities, build client relationships, and mentor fellow associates.
Requirements
- FINRA Series 7 and Series 66 licenses and appropriate state registrations, or the ability to acquire Series 66 upon hire.
- At least 2 years of financial-services or relevant experience.
- Understanding of financial planning concepts.
- Ability to assess planning needs and identify appropriate solutions.
- Ability to make outbound calls to educate clients and uncover opportunities.
- CFP certification is highly encouraged.
Responsibilities
- Conduct joint client appointments and deliver personalized financial planning consultations.
- Develop engagement strategies that meet client planning needs.
- Create and maintain an organized client contact strategy.
- Use Salesforce and planning tools to engage clients and business partners.
- Identify planning opportunities and appropriate solutions.
- Build long-lasting client relationships.
- Mentor and support fellow associates.
Benefits
- Fully paid parental leave.
- On-site health and wellness centers.
