Planning Consultant - Tysons Corner, VA

Fidelity • Tysons Corner, VA

7d

About The Position

The Planning Consultant delivers personalized financial consultations and planning support to Fidelity clients. The role develops engagement strategies to meet clients’ planning needs, offers world-class planning experiences, and strengthens client relationships through asset consolidation, referrals, and plan implementation. It uses education and Fidelity planning tools to help clients identify opportunities that support long-term financial success and creates and maintains an organized client contact strategy.

The Planning Consultant conducts joint client appointments and works alongside Financial Consultants or Wealth Planners to expand planning capabilities for valuable clients. The role profiles clients, presents guidance-tool results, facilitates in-depth discussions of planning concepts, and identifies more complex planning opportunities for further collaboration. It also supports the overall client relationship by using technologies such as Glance, partnering with business associates, and mentoring fellow associates. Fidelity states that it is transitioning to a full-time onsite working model through a phased rollout; onsite expectations vary by role and location and may evolve.

Requirements

• Hold FINRA Series 7 and Series 66 licenses and appropriate state registrations, or be able to acquire Series 66 upon hire.
• At least 2 years of financial services or relevant experience.
• Strong understanding of financial planning concepts to help clients build effective plans for themselves and their families.
• Ability to profile clients, understand planning needs, and identify appropriate solutions.
• Interest in building relationships and 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

• Develop client engagement strategies that address individual planning needs.
• Conduct joint client appointments and deliver personalized financial consultations.
• Educate clients and use Fidelity’s planning tools to discuss planning concepts and support long-term financial success.
• Profile clients to understand their needs, identify appropriate solutions, and uncover additional complex planning opportunities.
• Strengthen client relationships through asset consolidation, referrals, and plan implementation.
• Create and maintain an organized client contact strategy, including making outbound calls to educate clients and uncover opportunities.
• Partner with Financial Consultants or Wealth Planners on complex planning opportunities and client needs.
• Use innovative technologies, including Glance, to enhance the client experience.
• Engage business partners and use tools such as Salesforce.
• Mentor and support fellow associates and contribute to a collaborative environment.

Benefits

• Comprehensive health care coverage and emotional well-being support.
• Market-leading retirement benefits.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources.
• Depending on position and eligibility, bonus or other variable compensation.

What This Job Offers

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