Planning Consultant - Burlingame, CA

Fidelity Investments • Burlingame, CA

2d • $66,000 - $125,000

About The Position

The Planning Consultant delivers personalized financial planning experiences and consultations to Fidelity clients, developing engagement strategies that meet each client’s planning needs. The role strengthens client relationships through asset consolidation, referrals, and plan implementation, while adhering to Fidelity’s client commitment standards and promoting lifetime client relationships.

The consultant conducts joint client appointments, educates clients, profiles their planning needs, and identifies appropriate solutions and opportunities that support long-term financial success. Responsibilities also include maintaining an organized client contact strategy, making outbound calls, engaging business partners, and using tools such as Salesforce and Glance to enhance the client experience. The role collaborates with a Financial Consultant or Wealth Planner to address complex planning opportunities and supports colleagues through mentoring and collaboration.

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.
• Show 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

• Deliver personalized financial planning consultations and conduct joint client appointments.
• Develop engagement strategies that address individual clients’ planning needs.
• Strengthen client relationships through asset consolidation, referrals, and plan implementation.
• Educate and profile clients to identify planning needs, appropriate solutions, and opportunities for long-term financial success.
• Create and maintain an organized client contact strategy, including outbound calls to educate clients and uncover opportunities.
• Engage business partners and use technologies such as Salesforce and Glance to support client interactions.
• Partner with a Financial Consultant or Wealth Planner to develop solutions for complex planning opportunities.
• Mentor and support fellow associates and contribute to a collaborative environment.

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 position and eligibility

What This Job Offers

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