Planning Consultant - Nashua, NH

Fidelity Investments•Nashua, NH

About The Position

As a Planning Consultant, you will deliver personalized financial planning experiences and strengthen client relationships through asset consolidation, referrals, and plan implementation. You will develop engagement strategies tailored to clients’ planning needs and uphold Fidelity’s client commitment standards to foster long-term relationships. The role conducts joint client appointments and financial consultations using Fidelity’s offerings. Through education and personalized planning, you will identify opportunities that support clients’ long-term financial success. You will maintain an organized client contact strategy, engage business partners, use tools such as Salesforce, and build meaningful client relationships. You will also mentor and support fellow associates. Working alongside a Financial Consultant or Wealth Planner, you will provide financial planning support to Fidelity’s most valuable clients. You will conduct planning interactions, support client relationships using technologies such as Glance, and use guidance tools to profile clients, present planning concepts, and uncover complex planning opportunities. You will partner with the Financial Consultant or Wealth Planner to develop solutions that further meet client needs. The position is based in Nashua, New Hampshire. Fidelity 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 have the ability 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 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 to succeed, demonstrate ownership, and achieve meaningful goals.
Comfort making outbound calls to further educate clients and uncover opportunities.
Fidelity will not provide immigration sponsorship for this position.

Nice To Haves

Attainment of CFP® Certification is highly encouraged.

Responsibilities

Conduct joint client appointments and personalized financial consultations using Fidelity’s offerings.
Develop engagement strategies that meet clients’ planning needs.
Educate clients and identify opportunities supporting their long-term financial success.
Support 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.
Build and maintain meaningful, long-term client relationships.
Mentor and support fellow associates.
Work alongside a Financial Consultant or Wealth Planner to deliver financial planning support.
Use technologies such as Glance to enhance the client experience.
Profile clients, navigate and present guidance-tool outputs, and discuss planning concepts.
Identify complex planning opportunities and partner with a Financial Consultant or Wealth Planner to develop them.
Make outbound calls to educate clients and uncover opportunities.