Planning Consultant- Brea, CA

Fidelity • Brea, CA

2d

About The Position

The Planning Consultant delivers personalized financial planning consultations and works to strengthen client relationships through asset consolidation, referrals, plan implementation, and an engagement strategy tailored to each client’s planning needs. The role conducts joint client appointments, uses education and Fidelity planning offerings to help clients pursue long-term financial success, and builds and maintains an organized client contact strategy. It also involves engaging business partners, using tools such as Salesforce, and mentoring and supporting fellow associates.

The Planning Consultant works alongside a Financial Consultant or Wealth Planner to expand planning support for Fidelity’s valuable clients. The role profiles clients, navigates and presents guidance-tool results, and leads discussions about planning concepts. When complex planning opportunities arise, the consultant partners with the Financial Consultant or Wealth Planner to develop them further. The role also uses technologies such as Glance to enhance the client experience and supports Fidelity’s firm-wide initiatives.

Fidelity states that it will not provide immigration sponsorship for this position. Its onsite working model is transitioning to full-time onsite presence through a phased regional and role-based rollout; current onsite expectations vary and may evolve. The stated base salary range is $66,000–$125,000 per year, with placement depending on responsibilities, scope, location, relevant experience, and other factors. Bonus or other variable compensation may also be included, depending on position and eligibility. The application window closes when the position is filled or unposted.

Requirements

• FINRA Series 7 and Series 66 licenses and appropriate state registrations, or the ability to acquire Series 66 upon hire.
• At least 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, understand planning needs, and identify appropriate solutions.
• Interest in building relationships and advocating for clients.
• Motivation to succeed, willingness to demonstrate 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

• Offer personalized financial planning consultations and conduct joint client appointments.
• Develop engagement strategies that address clients’ planning needs.
• 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.
• Profile clients, identify planning needs and appropriate solutions, and present guidance-tool results.
• Educate clients and lead discussions about financial planning concepts and opportunities.
• Partner with a Financial Consultant or Wealth Planner to develop complex planning opportunities.
• Use technologies such as Glance to enhance the client experience.
• Mentor and support fellow associates.
• 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 may be included depending on position and eligibility

What This Job Offers

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