Planning Consultant - Burlingame, CA

Fidelity • Burlingame, CA

9d • $66,000 - $125,000

About The Position

The Planning Consultant delivers personalized financial planning consultations and world-class planning experiences for Fidelity clients. The role develops engagement strategies tailored to clients’ planning needs and identifies opportunities to strengthen relationships through asset consolidation, referrals, and plan implementation. Through education and Fidelity’s planning offerings, the consultant helps clients identify opportunities that support long-term financial success and builds lasting client relationships while adhering to Fidelity’s client commitment standards.

The consultant conducts joint client appointments, maintains an organized client contact strategy, engages business partners, and uses tools such as Salesforce and Glance to support client interactions. The role profiles clients, presents guidance-tool outputs, and leads discussions about planning concepts. When more complex planning opportunities emerge, the consultant partners with a Financial Consultant or Wealth Planner to develop further solutions. The position also supports a collaborative environment by mentoring and supporting fellow associates.

The role is part of a team that expands planning capabilities for Fidelity’s most valuable clients. Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles; onsite expectations vary by role and location and may evolve.

Requirements

• FINRA Series 7 license and appropriate state registrations, or the ability to acquire Series 66 upon hire.
• Insurance license required.
• At least 2 years of financial services or relevant experience.
• Remarkable understanding of financial planning concepts to help clients build effective plans for themselves and their families.
• Ability to profile clients to understand planning needs and identify appropriate solutions.
• Interest in building relationships and advocating for clients.
• Motivation to succeed, demonstrate ownership, and achieve meaningful goals.
• Comfort making outbound calls to educate clients and uncover opportunities.
• Fidelity will not provide immigration sponsorship for this position.

Nice To Haves

• Attainment of CFP® Certification is highly encouraged.

Responsibilities

• Conduct joint client appointments and deliver personalized financial consultations using Fidelity’s offerings.
• Develop engagement strategies that meet each client’s planning needs.
• Educate clients and identify opportunities that support their long-term financial success.
• Strengthen client relationships through asset consolidation, referrals, and plan implementation.
• Create and maintain an organized client contact strategy.
• Engage business partners and use tools such as Salesforce to support client relationship management.
• Profile clients, identify planning needs and appropriate solutions, and present the output of guidance tools.
• Conduct outbound calls to educate clients and uncover opportunities.
• Partner with a Financial Consultant or Wealth Planner to develop complex planning opportunities.
• Support the overall client relationship using technologies such as Glance to enhance the client experience.
• Mentor and support fellow associates and promote a collaborative environment.
• Adhere to Fidelity’s client commitment standards and firm-wide initiatives.

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Market-leading retirement benefits
• Generous paid time off
• Parental leave
• Charitable giving employee match program
• Educational assistance, including student loan repayment and tuition reimbursement
• Learning resources to develop your career
• Bonus or other variable compensation may be included depending on position and eligibility requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed