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Financial Planning Consultant

2 months ago

Farmington Hills, Michigan, United States Fidelity Investments Full time
About the Role

We are seeking a highly skilled Financial Planning Consultant to join our team at Fidelity Investments. As a key member of our financial planning capacity, you will work closely with our Financial Consultants and Wealth Planners to provide world-class planning experiences to our clients.

Your primary responsibility will be to conduct financial planning interactions, identify opportunities to deepen client relationships, and develop engagement strategies that meet each client's unique planning needs.

Key Responsibilities
  • Conduct joint appointments with clients to provide guidance and planning services
  • Educate clients on financial planning concepts and identify opportunities to build effective financial plans
  • Develop and maintain an organized client contact strategy, including engaging business partners and utilizing tools like Salesforce
  • Build long-lasting, meaningful relationships with clients and mentor peers to support their success
Requirements
  • FINRA Series 7 & 63 required prior to hire
  • Series 65 and/or 66 and insurance licenses within 90 days of hire
  • Minimum 2 years of financial services or relevant experience
  • Attainment of CFP Certification is highly encouraged
What We Offer

At Fidelity Investments, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. We offer a range of opportunities for learning and professional growth, and our working model blends the best of working offsite with maximizing time together in person.

We are an equal opportunity employer and believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.