Planning Consultant - Annapolis, MD

Fidelity•Annapolis, MD

1d•Onsite

About The Position

As a Planning Consultant, you will provide personalized financial planning experiences and develop engagement strategies that address each client's planning needs. You will help strengthen client relationships through asset consolidation, referrals, and plan implementation, while adhering to Fidelity's client commitment standards and fostering long-term client relationships. The role conducts joint client appointments and financial consultations using Fidelity's offerings. Through education and personalized planning, you will help clients identify opportunities that support their long-term financial success. You will maintain an organized client contact strategy, engage business partners, and use tools such as Salesforce. You will also mentor and support fellow associates. Working alongside a Financial Consultant or Wealth Planner, the Planning Consultant provides financial planning support to Fidelity's most valuable clients. You will conduct planning interactions, support the broader client relationship using technologies such as Glance, and use guidance tools to profile clients, present planning outputs, and lead discussions about planning concepts. You will identify more complex planning opportunities and partner with the Financial Consultant or Wealth Planner to address them. Fidelity is transitioning to a full-time onsite working model through a phased regional and role-based rollout. Onsite expectations vary and may evolve during the transition; this rollout does not apply to fully remote roles.

Requirements

Hold FINRA Series 7 and Series 66 licenses and appropriate state registrations, or be able to acquire Series 66 upon hire.
Have a minimum of 2 years of financial services or relevant experience.
Demonstrate a strong understanding of financial planning concepts to help clients build effective financial plans for themselves and their families.
Be able to profile clients to understand planning needs and identify appropriate solutions.
Have an interest in building relationships and advocating for clients.
Be motivated to succeed, demonstrate ownership, and commit to achieving meaningful goals.
Be comfortable 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 personalized financial consultations using Fidelity's offerings.
Strengthen client relationships through asset consolidation, referrals, and plan implementation.
Educate clients and help identify opportunities that support their long-term financial success.
Create and maintain an organized client contact strategy.
Engage business partners and use tools such as Salesforce.
Mentor and support fellow associates.
Work alongside Financial Consultants or Wealth Planners to deliver financial planning support.
Use guidance tools and technologies such as Glance to profile clients, present planning outputs, and enhance the client experience.
Identify complex planning opportunities and partner with a Financial Consultant or Wealth Planner to develop them.