Regional Center Planning Consultant - Westlake, TX

Fidelity Investments•Westlake, TX

About The Position

As a Planning Consultant, you will deliver a world-class planning experience by helping clients achieve their financial goals through personalized guidance and comprehensive planning conversations. You will uncover opportunities to deepen client relationships through asset consolidation, referrals, and plan implementation while educating clients on solutions that support their long-term success. The role requires developing and executing a strategic client engagement approach, using tools such as Salesforce and partnering across the business to ensure effective relationship management and follow-through. Guided by Fidelity’s client commitment standards and a strong sense of integrity, you will build trust, inspire client loyalty, and foster lasting relationships. You will also support team success by mentoring peers, sharing best practices, and contributing to a collaborative culture focused on continuous growth and exceptional client outcomes. The Planning Consultant Team partners closely with Financial Consultants and Wealth Planners to deliver comprehensive financial planning support. The team profiles client needs, navigates planning conversations, and presents insights generated through guidance tools. Working collaboratively with advisors, the team helps develop and implement tailored planning solutions for clients’ evolving needs, strengthening client relationships and supporting business impact.

Requirements

FINRA Series 7 and Series 63 licenses are required.
FINRA Series 65 or Series 66 license, or ability to acquire Series 65/66 upon hire.
Insurance license and appropriate state registrations are required.
Financial services experience, preferably in financial planning.
Thorough 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.
Demonstrated ability and confidence conducting outbound client outreach calls.
Fidelity will not provide immigration sponsorship for this position.

Nice To Haves

A bachelor’s degree and/or professional certifications such as the Certified Financial Planner™ (CFP®) designation.

Responsibilities

Help clients pursue financial goals through personalized guidance and comprehensive planning conversations.
Identify opportunities to deepen client relationships through asset consolidation, referrals, and plan implementation.
Educate clients on solutions that support their long-term success.
Develop and execute a strategic client engagement approach using tools such as Salesforce.
Partner across the business to support effective relationship management and follow-through.
Build client trust and loyalty and foster lasting relationships.
Mentor peers, share best practices, and contribute to a collaborative culture focused on continuous growth and client outcomes.
Profile client needs, navigate planning conversations, and present insights generated through guidance tools.
Collaborate with advisors to develop and implement tailored planning solutions that address clients’ evolving needs.
Conduct outbound client outreach calls to educate clients, strengthen relationships, identify needs, and uncover opportunities to provide additional value.