Planning Consultant - Raleigh, NC

Fidelity Investments • Raleigh, NC

2d

About The Position

As a Planning Consultant, you will deliver personalized financial planning consultations and help 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 lasting relationships.

The role conducts joint client appointments and provides education and personalized planning using Fidelity’s offerings. You will profile clients, present guidance-tool outputs, identify opportunities that support long-term financial success, and partner with a Financial Consultant or Wealth Planner on more complex planning needs. You will also maintain an organized client contact strategy, make outbound calls, use tools such as Salesforce and Glance, and mentor and support fellow associates.

This position works alongside a Financial Consultant or Wealth Planner to expand planning support for Fidelity’s most valuable clients and contribute to the overall client relationship. Fidelity will not provide immigration sponsorship for this position. 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

• FINRA Series 7 and Series 66 licenses with appropriate state registrations, or the ability to acquire Series 66 upon hire.
• At least 2 years of financial services or relevant experience.
• Strong understanding of financial planning concepts.
• Ability to profile clients, understand their 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

• Attainment of CFP® Certification is highly encouraged.

Responsibilities

• Conduct joint client appointments and personalized financial consultations.
• Develop engagement strategies that address each client’s financial planning needs.
• Educate clients, profile their needs, and present the output of Fidelity’s guidance tools.
• Identify planning opportunities, including asset consolidation, referrals, plan implementation, and complex planning needs.
• Partner with a Financial Consultant or Wealth Planner to develop solutions for complex client needs.
• Create and maintain an organized client contact strategy and make outbound calls to educate clients and uncover opportunities.
• Use tools such as Salesforce and Glance to support client engagement and the client experience.
• Build lasting client relationships and support clients’ long-term financial success.
• Mentor and support fellow associates and promote a collaborative environment.

What This Job Offers

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