Planning Consultant - Woodland Hills, CA
About The Position
As a Planning Consultant, you will deliver personalized financial planning experiences and develop engagement strategies that meet clients’ planning needs. You will help strengthen client relationships through asset consolidation, referrals, and plan implementation, while adhering to Fidelity’s client commitment standards and building long-term relationships. The role conducts joint client appointments and financial consultations, educates clients, and identifies opportunities that support their long-term financial success. You will maintain an organized client contact strategy, engage business partners, use tools such as Salesforce, and 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 use planning and guidance tools, including Glance, to profile clients, present guidance outputs, discuss planning concepts, and identify more complex planning opportunities to develop with your partner. Fidelity states that it 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 ability to acquire Series 66 upon hire.
- Minimum 2 years of financial services or relevant experience.
- Remarkable understanding of financial planning concepts to help clients build effective financial plans for themselves and their families.
- Ability to profile clients to understand planning needs and identify appropriate solutions.
- Interest in building relationships and 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 personalized financial consultations.
- Develop engagement strategies aligned with clients’ planning needs.
- Educate clients and identify opportunities to support their 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.
- Mentor and support fellow associates.
- Work alongside a Financial Consultant or Wealth Planner to provide financial planning support.
- Profile clients, present the output of guidance tools, and lead discussions about financial planning concepts.
- Identify complex planning opportunities and partner with a Financial Consultant or Wealth Planner to develop them.
- Use innovative technologies, including Glance, to enhance the client experience.
- Make outbound calls to educate clients and uncover opportunities.
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 and tuition reimbursement
- Learning resources for career development
- Bonus or other variable compensation, depending on the position and eligibility requirements
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
