Planning Consultant - Annapolis, MD

Fidelity Investments • Annapolis, MD

20h • $66,000 - $125,000 • Onsite

About The Position

The Planning Consultant delivers personalized financial planning experiences and consultations to Fidelity clients, develops engagement strategies tailored to their planning needs, and strengthens client relationships through asset consolidation, referrals, and plan implementation. The role conducts joint client appointments, provides education and personalized planning, and identifies opportunities that support clients’ long-term financial success.

The consultant creates and maintains an organized client contact strategy, engages business partners, and uses tools such as Salesforce and Glance to enhance client interactions. Working alongside a Financial Consultant or Wealth Planner, the Planning Consultant supports client relationships, presents guidance-tool results, discusses planning concepts, and identifies complex planning opportunities for the team to address. The role also contributes to a collaborative environment by mentoring and supporting fellow associates.

Requirements

• FINRA Series 7 and Series 66 licenses with appropriate state registrations, or the ability to acquire Series 66 upon hire.
• Minimum of 2 years of financial services or relevant experience.
• Understanding of financial planning concepts to help clients build effective plans for themselves and their families.
• Ability to profile clients to understand planning needs and identify appropriate solutions.
• Relationship-building orientation and commitment to advocating for clients.
• Motivation to succeed, 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 and provide personalized financial consultations.
• Develop engagement strategies that meet clients’ planning needs.
• Educate clients and help identify opportunities that support long-term financial success.
• Strengthen client relationships through asset consolidation, referrals, and plan implementation.
• Create and maintain an organized client contact strategy.
• Engage business partners and use tools such as Salesforce to support client engagement.
• Profile clients, navigate and present the output of guidance tools, and lead discussions around planning concepts.
• Identify complex planning opportunities and partner with a Financial Consultant or Wealth Planner to develop them further.
• Support the overall client relationship and enhance the client experience through technologies such as Glance.
• 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.

What This Job Offers

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