Planning Consultant - Woodland Hills, CA

Fidelity • Woodland Hills, CA

2d • Onsite

About The Position

The Planning Consultant delivers personalized financial planning experiences and consultations to Fidelity clients, with the goal of strengthening client relationships through asset consolidation, referrals, and plan implementation. The role develops engagement strategies tailored to each client’s planning needs and builds lasting client relationships through education, planning, integrity, and adherence to Fidelity’s client commitment standards.

The Planning Consultant conducts joint client appointments, profiles clients to understand their needs, and uses guidance tools to present planning concepts and support long-term financial success. The role maintains an organized client contact strategy, makes outbound calls to educate clients and uncover opportunities, engages business partners, and uses technologies such as Salesforce and Glance to enhance the client experience. The consultant partners with a Financial Consultant or Wealth Planner on complex planning opportunities and supports colleagues through mentoring and collaboration.

The position is based in Woodland Hills, California. Fidelity is transitioning to a full-time onsite working model through a phased regional and role-based rollout; onsite expectations may vary and evolve. Fidelity does not provide immigration sponsorship for this position.

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 and the ability to help clients build effective plans for themselves and their families.
• Ability to profile clients, understand their planning needs, and identify appropriate solutions.
• Interest in building relationships and advocating for clients.
• Motivation to take ownership and achieve meaningful goals.
• Comfort making outbound calls to educate clients and uncover opportunities.

Nice To Haves

• CFP® Certification is highly encouraged.

Responsibilities

• Deliver personalized financial consultations and planning experiences to clients.
• Develop engagement strategies that meet clients’ planning needs.
• Conduct joint client appointments and use planning tools to profile clients, present guidance, and facilitate discussions of planning concepts.
• Identify opportunities to strengthen client relationships through asset consolidation, referrals, and plan implementation.
• Create and maintain an organized client contact strategy, including outbound calls to educate clients and uncover opportunities.
• Engage business partners and use tools such as Salesforce and Glance to support client interactions and enhance the client experience.
• Partner with a Financial Consultant or Wealth Planner to address complex planning opportunities and support the overall client relationship.
• Mentor and support fellow associates and promote a collaborative environment.
• Adhere to Fidelity’s client commitment standards and firm-wide initiatives.

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
• Possible bonus or other variable compensation, depending on position and eligibility

What This Job Offers

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