Planning Consultant - Greenwood Village, CO

Fidelity•Greenwood Village, CO

About The Position

As a Planning Consultant, you will help clients pursue their financial goals through personalized guidance and comprehensive planning conversations. You will identify opportunities to deepen client relationships through asset consolidation, referrals, and plan implementation, while educating clients about solutions that support their long-term success. The role involves developing and executing a strategic client engagement approach, using tools such as Salesforce, and partnering across the business to support relationship management and follow-through. Guided by Fidelity’s client commitment standards and integrity, you will build trust, inspire client loyalty, and foster lasting relationships. You will also support team success by mentoring peers, sharing best practices, and contributing to a collaborative culture focused on continuous growth and strong client outcomes. The Planning Consultant Team works closely with Financial Consultants and Wealth Planners to provide comprehensive financial planning support. The team profiles client needs, guides planning conversations, and presents insights generated through Fidelity’s guidance tools. In collaboration with advisors, the team develops and implements tailored planning solutions for clients’ evolving needs, helping strengthen relationships and deliver meaningful client engagement. The position is based in Greenwood Village, Colorado. Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles; current onsite requirements vary by role and location and may evolve. Fidelity will not provide immigration sponsorship for this position.

Requirements

FINRA Series 7 and Series 63 licenses are required.
FINRA Series 65 or Series 66 license, or ability to acquire a Series 65/66 upon hire.
Appropriate state registrations are required.
Thorough understanding of financial planning concepts to help clients develop effective financial plans for themselves and their families.
Ability to profile clients to understand planning needs and identify appropriate solutions.
Demonstrated ability and confidence in conducting outbound client outreach calls.
Curiosity about building relationships and serving as an advocate for clients.
Motivation to succeed, take ownership, and achieve meaningful goals.

Nice To Haves

Financial services experience, preferably in financial planning.
A bachelor’s degree and/or professional certifications such as the Certified Financial Planner™ (CFP®) designation.

Responsibilities

Deliver personalized financial guidance and comprehensive planning conversations to help clients pursue their financial goals.
Identify opportunities to deepen client relationships through asset consolidation, referrals, and plan implementation.
Educate clients about solutions that support their long-term financial success.
Develop and execute a strategic client engagement approach, using tools such as Salesforce to manage relationships and follow through effectively.
Build client trust, loyalty, and lasting relationships while adhering to Fidelity’s client commitment standards and integrity.
Mentor peers, share best practices, and contribute to a collaborative team culture focused on continuous growth and client outcomes.
Profile client needs, navigate planning conversations, and present insights generated through guidance tools.
Partner with Financial Consultants, Wealth Planners, and other advisors to develop and implement tailored planning solutions.
Conduct outbound client outreach to educate clients, strengthen relationships, identify needs, and uncover opportunities to deliver additional value.

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 for career development.
Depending on position and eligibility, bonus or other variable compensation.

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