Planning Consultant - Durham, NC

Fidelity Investments•Durham, NC

About The Position

As a Planning Consultant, you will deliver personalized financial planning experiences and help strengthen client relationships through asset consolidation, referrals, and plan implementation. You will develop engagement strategies tailored to clients’ planning needs and build long-term relationships while following Fidelity’s client commitment standards. The role conducts joint client appointments and provides 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, 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 use technologies such as Glance and guidance tools to profile clients, present planning information, and discuss planning concepts. You will identify complex planning opportunities and partner with the Financial Consultant or Wealth Planner to develop them further. Fidelity is transitioning to a full-time onsite working model through a phased regional and role-based rollout. Some roles and locations currently require 100% onsite presence, while others require less; expectations may evolve during the rollout. This transition does not apply to fully remote roles.

Requirements

Hold FINRA Series 7 and Series 66 licenses and appropriate state registrations, or have the ability to acquire Series 66 upon hire.
Hold an insurance license.
Have a minimum of 2 years of financial services or relevant experience.
Demonstrate a strong understanding of financial planning concepts.
Be able to profile clients, understand their planning needs, and identify appropriate solutions.
Have an interest in building relationships and advocating for clients.
Be motivated to take ownership and achieve meaningful goals.
Be comfortable 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 using Fidelity’s offerings.
Develop engagement strategies that address each client’s financial planning needs.
Educate clients and identify opportunities that 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 to support client relationships.
Support the overall client relationship using technologies such as Glance and Fidelity guidance tools.
Profile clients, present guidance-tool output, and lead discussions about planning concepts.
Identify complex planning opportunities and partner with a Financial Consultant or Wealth Planner to develop them.
Mentor and support fellow associates.