Financial Planning Consultant - Westlake, TX

Fidelity•Westlake, TX

1d•Remote

About The Position

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, and 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, and those with more routine portfolio management needs.

Requirements

FINRA Series 7 required
FINRA Series 63 and 65 or Series 66 licensed
Insurance license within 90 days of hire
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
Strong written, verbal, & interpersonal communication skills with the ability to build trust & deepen client relationships
Experience running effective, well-structured pre-scheduled guidance appointments, as well as 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

Nice To Haves

Certified Financial Planner (CFP) preferred

Responsibilities

Deliver proactive, personalized financial planning and integrated financial solutions.
Guide clients across key financial priorities such as retirement planning, investment management, and development of a holistic portfolio strategy.
Support broader financial needs using Fidelity’s full suite of planning tools and solutions.
Provide support to a broad array of clients with varying needs, including onboarding recently enrolled clients, serving clients with complex planning goals, and those with more routine portfolio management needs.
Support and guide Fidelity clients who have a managed portfolio.
Address various aspects of clients’ financial plans, including managed accounts, serving as Advisory Services’ voice to the customer.
Lead thoughtful, consultative conversations to understand clients’ investment strategies and evolving planning needs.
Strengthen client confidence in Fidelity Advisory Services through consistent, high-quality guidance and disciplined follow-through.
Anticipate future needs and adapt advice as clients’ goals and life stages change.
Introduce and position the right service model and resources to deepen the overall Fidelity relationship.
Deliver personalized, end-to-end planning and advice for FAS-covered clients, including unified investment strategies, retirement savings and income planning, college savings, tax efficiency, long-term care, HSA and Medicare, estate planning, and more.