Planning Consultant - Fairlawn, OH

Fidelity Investments • Fairlawn, OH

6d

About The Position

As a Planning Consultant, you will provide personalized financial planning experiences and develop engagement strategies that meet each client’s planning needs. You will help strengthen client relationships through asset consolidation, referrals, plan implementation, and education designed to support clients’ long-term financial success. The role requires integrity and adherence to Fidelity’s client commitment standards, with a focus on developing lasting client relationships.

You will conduct joint client appointments and financial consultations, create and maintain an organized client contact strategy, engage business partners, and use tools such as Salesforce. You will also mentor and support fellow associates. Working alongside a Financial Consultant or Wealth Planner, you will provide planning support to Fidelity’s most valuable clients and contribute to the overall client relationship using technologies such as Glance. You will profile clients, use and present guidance-tool outputs, lead discussions about planning concepts, and identify complex planning opportunities to develop in partnership with the Financial Consultant or Wealth Planner.

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Current onsite expectations vary by role and location and may evolve during the rollout. This transition does not apply to fully remote roles. Fidelity will not provide immigration sponsorship for this position.

Requirements

• Hold FINRA Series 7 and Series 66 licenses and appropriate state registrations, or be able to acquire Series 66 upon hire.
• Have a minimum of 2 years of financial services or relevant experience.
• Have a strong understanding of financial planning concepts to help clients develop effective plans for themselves and their families.
• Be able to profile clients to understand planning needs and identify appropriate solutions.
• Demonstrate interest in building relationships and advocating for clients.
• Be motivated to succeed, demonstrate ownership, and commit to achieving meaningful goals.
• Be comfortable making outbound calls to educate clients and uncover opportunities.

Nice To Haves

• Attainment of CFP® Certification is highly encouraged.

Responsibilities

• Conduct joint client appointments and provide personalized financial consultations using Fidelity offerings.
• Develop engagement strategies and client contact plans that address clients’ planning needs.
• Strengthen client relationships through asset consolidation, referrals, and plan implementation.
• Educate clients, profile their planning needs, identify appropriate solutions, and discuss guidance-tool output and planning concepts.
• Use tools such as Salesforce and Glance to support client engagement and enhance the client experience.
• Partner with Financial Consultants or Wealth Planners to develop solutions for complex planning opportunities.
• Support the overall client relationship and Fidelity firm-wide initiatives.
• Mentor and support fellow associates.

What This Job Offers

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