Regional Center Planning Consultant - Westlake, TX

Fidelity • Westlake, TX

2d

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 involves developing and executing a strategic client engagement approach, using tools such as Salesforce, and partnering across the business to support 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 provide comprehensive financial planning support. The team profiles client needs, navigates planning conversations, presents insights generated through guidance tools, and facilitates discussions about key planning concepts. Working collaboratively with advisors, the team develops and implements tailored planning solutions for clients’ evolving needs, strengthens relationships, and supports business impact and meaningful client engagement.

Requirements

• FINRA Series 7 and Series 63 licenses are required.
• FINRA Series 65 or 66 license, or ability to acquire a Series 65 or 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, take ownership, and achieve meaningful goals.
• Demonstrated ability and confidence in conducting outbound client outreach calls to educate clients, strengthen relationships, identify needs, and uncover opportunities.

Nice To Haves

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

Responsibilities

• Help clients work toward financial goals through personalized guidance and comprehensive planning conversations.
• Identify opportunities to deepen client relationships through asset consolidation, referrals, and plan implementation.
• Educate clients about solutions that support their long-term success.
• Develop and execute a strategic client engagement approach, using tools such as Salesforce to manage relationships and follow through effectively.
• Build client trust, loyalty, and lasting relationships in keeping with Fidelity’s client commitment standards and integrity expectations.
• 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 Financial Consultants, Wealth Planners, and advisors to develop and implement tailored planning solutions.
• Conduct outbound client outreach calls to educate clients, strengthen relationships, identify needs, and uncover opportunities to deliver additional value.

What This Job Offers

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