Regional Center Planning Consultant - Jacksonville, FL

Fidelity Investments • Jacksonville, FL

2d

About The Position

As a Planning Consultant, you will help clients work toward their financial goals through personalized guidance and comprehensive planning conversations. You will identify opportunities to deepen client relationships through asset consolidation, referrals, and plan implementation, while educating clients about solutions that support long-term success.

You will develop and execute a strategic client engagement approach, use tools such as Salesforce, and partner across the business to support effective relationship management and follow-through. Guided by Fidelity’s client commitment standards and 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 strong client outcomes.

The Planning Consultant Team partners with Financial Consultants and Wealth Planners to provide comprehensive financial planning support. The team profiles client needs, navigates planning conversations, presents insights from guidance tools, and collaborates with advisors to develop and implement tailored solutions for clients’ evolving needs.

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Onsite expectations vary by role and location and may evolve as the rollout continues. The transition does not apply to fully remote roles. Fidelity will not provide immigration sponsorship for this position. Hiring may be restricted for individuals with certain criminal histories under applicable laws and regulations.

Requirements

• FINRA Series 7 and Series 63 licenses are required.
• FINRA Series 65 or Series 66 license, or ability to acquire Series 65 or 66 upon hire.
• Appropriate state registrations are required.
• Financial services experience; financial planning experience is preferred.
• 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, willingness to demonstrate ownership, and commitment to achieving meaningful goals.
• Demonstrated ability and confidence conducting outbound client outreach calls to educate clients, strengthen relationships, identify needs, and uncover opportunities to deliver additional value.

Nice To Haves

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

Responsibilities

• Deliver personalized financial guidance and comprehensive planning conversations to help clients pursue their financial goals.
• Identify opportunities to deepen client relationships through asset consolidation, referrals, and plan implementation.
• Educate clients about solutions that support their long-term financial 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, loyalty, and lasting relationships in accordance with Fidelity’s client commitment standards and integrity.
• 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 for clients’ evolving needs.

What This Job Offers

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