Planning Consultant -Upper East Side, NY

Fidelity • New York, NY

4d

About The Position

The Planning Consultant provides a high-quality financial planning experience and helps build lasting client relationships. Working alongside a Financial Consultant and/or Wealth Planner, the role conducts financial planning interactions, profiles clients to understand their needs, presents guidance-tool outputs, and identifies opportunities for deeper planning, asset consolidation, referrals, and plan implementation. The consultant also supports client relationships through technology such as Glance and coordinates with business partners to develop engagement strategies tailored to clients’ planning needs. The position includes mentoring peers and contributing to Fidelity-wide initiatives. Fidelity will not provide immigration sponsorship for this position. The base salary range is $66,000–$125,000 per year; placement depends on responsibilities, location, experience, and other factors. Eligible compensation may also include a bonus or other variable compensation.

Requirements

• FINRA Series 7 and Series 63 licenses required prior to hire.
• Series 65 and/or Series 66 and insurance licenses required within 90 days of hire.
• At least 2 years of financial services or relevant experience.
• Strong understanding of financial planning concepts.
• Ability to profile clients, understand planning needs, and identify appropriate solutions.
• Relationship-building skills and an interest in advocating for clients.
• Motivation to take ownership and achieve meaningful goals.
• Comfort making outbound calls to educate clients and uncover opportunities.

Nice To Haves

• Attainment of CFP® Certification is highly encouraged.

Responsibilities

• Conduct joint client appointments focused on consultations through Fidelity’s guidance offering.
• Educate clients and plan with them to identify opportunities that support their financial success.
• Profile clients, navigate and present guidance-tool outputs, and discuss financial planning concepts.
• Develop engagement strategies that address each client’s planning needs.
• Identify complex planning opportunities and partner with a Financial Consultant or Wealth Planner to address them.
• Uncover opportunities to deepen client relationships through asset consolidation, referrals, and plan implementations.
• Create and maintain an organized client contact strategy, including engaging business partners and using tools such as Salesforce.
• Use innovative technologies, including Glance, to improve efficiency for clients.
• Build long-lasting client relationships and advocate for clients.
• Mentor and support the success of peers.
• Make outbound calls to educate clients and uncover opportunities.

Benefits

• Comprehensive health care coverage.
• Emotional well-being support.
• Retirement benefits.
• Paid time off.
• Parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources.

What This Job Offers

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