Planning Consultant - Alexandria, VA
About The Position
As a Planning Consultant, you provide personalized financial consultations and planning experiences, develop engagement strategies tailored to clients’ needs, and strengthen client relationships through asset consolidation, referrals, and plan implementation. You conduct joint client appointments, educate clients, and identify opportunities that support their long-term financial success. The role involves maintaining an organized client contact strategy, engaging business partners, using tools such as Salesforce, and building meaningful client relationships. You also mentor and support fellow associates. Working alongside a Financial Consultant or Wealth Planner, you deliver financial planning support and expand the planning capabilities available to Fidelity’s most valuable clients. You use guidance tools and technologies such as Glance to profile clients, present planning outputs, and lead in-depth discussions of planning concepts. You identify complex planning opportunities and partner with the Financial Consultant or Wealth Planner to address client needs. Fidelity is transitioning to a full-time onsite working model through a phased regional and role-based rollout; onsite expectations vary and may evolve.
Requirements
- FINRA Series 7 and Series 66 licenses and appropriate state registrations, or the ability to acquire Series 66 upon hire.
- At least 2 years of financial services or relevant experience.
- Understanding of financial planning concepts sufficient to help clients build effective financial 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, ownership, and commitment to achieving meaningful goals.
- Comfort making outbound calls to educate clients and uncover opportunities.
Nice To Haves
- CFP® Certification is highly encouraged.
Responsibilities
- Conduct joint client appointments and deliver personalized financial consultations using Fidelity’s offerings.
- Develop engagement strategies that meet clients’ financial planning needs.
- Strengthen client relationships through asset consolidation, referrals, and plan implementation.
- Educate and profile clients to identify planning needs, appropriate solutions, and opportunities supporting long-term financial success.
- Create and maintain an organized client contact strategy, including outbound calls to educate clients and uncover opportunities.
- Engage business partners and use tools such as Salesforce to support client relationships.
- Use guidance tools and technologies such as Glance to present planning outputs and lead discussions of planning concepts.
- Partner with Financial Consultants or Wealth Planners to develop solutions for complex planning opportunities.
- Mentor and support fellow associates.
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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
