Planning Consultant - Alexandria, VA

Fidelity • Alexandria, VA

6d

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, educate clients, and identify opportunities that support their long-term financial success. The role involves building and maintaining an organized client contact strategy, using tools such as Salesforce, engaging business partners, and establishing meaningful client relationships. You will also mentor and support fellow associates in a collaborative environment.

The Planning Consultant conducts joint client appointments and works alongside a Financial Consultant or Wealth Planner to provide financial planning support to Fidelity’s most valuable clients. You will use planning knowledge and guidance tools to profile clients, present planning outputs, and lead discussions about planning concepts. You will identify more complex planning opportunities and partner with the Financial Consultant or Wealth Planner to address them. The role also supports the client relationship using technologies such as Glance and aligns with Fidelity-wide initiatives.

Fidelity is transitioning to a full-time onsite working model through a phased regional and role-based rollout. Onsite expectations vary by role and location and may evolve during the transition.

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.
• Remarkable understanding of financial planning concepts to help clients build effective financial plans for themselves and their families.
• Ability to profile clients to understand planning needs and identify appropriate solutions.
• Interest in building relationships and advocating for clients.
• Motivation to succeed, demonstrate ownership, and achieve 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 planning interactions.
• Develop engagement strategies that meet each client’s 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 engagement.
• Profile clients, navigate and present guidance-tool outputs, and lead in-depth discussions about financial planning concepts.
• Identify complex planning opportunities and partner with a Financial Consultant or Wealth Planner to address them.
• 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
• Market-leading retirement benefits
• Generous 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 requirements

What This Job Offers

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