Financial Planning Consultant - Westlake, TX

Fidelity Investments•Westlake, TX

2d•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

Primary residence located within a 90-mile radius of the Westlake, TX Regional Center.
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

Support and guide Fidelity clients who have a managed portfolio.
Address various aspects of clients’ financial plans, including managed accounts.
Serve 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.