Planning Consultant

Planning Consultant - The Woodlands, TX

The Role

As a Planning Consultant, you will offer world-class planning experiences and find opportunities to strengthen client relationships through asset consolidation, referrals, and plan implementation. You will develop an engagement strategy that meets each client’s planning needs. Through your integrity and adherence to Fidelity’s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.

The Planning Consultant conducts joint client appointments and is passionate about delivering personalized financial consultations through Fidelity’s offerings. Through education and personalized planning, the role helps identify opportunities that support clients' long-term financial success. You will be creating and maintaining an organized client contact strategy, engaging business partners and using tools such as Salesforce, as well as building long-lasting, meaningful relationships with clients. Additionally, the role promotes a collaborative environment by mentoring and supporting fellow associates.

The Expertise and

Skills

• You Bring

• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire

• Minimum 2 years of financial services or relevant experience

• Attainment of CFP® Certification is highly encouraged

• Remarkable understanding of financial planning concepts to help clients build effective financial plans for them and their families.

• Ability to profile to understand planning needs and identify appropriate solutions

• Vested interest in building relationships and being an advocate for clients

• Motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals

• Comfortable making outbound calls to further educate clients and uncover opportunities

• The Team

• The Planning Consultant works alongside the Financial Consultant or Wealth Planner to deliver financial planning support. This role expands upon the planning capabilities available to engage Fidelity’s most valuable clients. In addition to the primary responsibility of conducting financial planning interactions, the role supports the overall client relationship by leveraging innovative technologies, such as Glance, to enhance the client experience. You will be in complete alignment with Fidelity’s firm-wide initiatives that will give you the opportunity to positively influence clients’ financial plans. You will see your impact on the business and have exciting interactions with clients every single day. Through your knowledge of financial planning and your ability to form relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional complex planning opportunities in which you’ll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients.

• Fidelity’s Onsite Working Model

• Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

• Series 07 - FINRA, Series 66 - FINRA

Category:

• Relationship Management

• Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

• Apply

• All fields are required. Candidates should limit the number of roles they apply to at any given time.

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Career areas of interest:

• Select
• Administrative
• Asset Management
• business Analysis & Project Management
• Corporate Services
• Crypto/Digital Assets/Blockchain
• Customer Service
• Finance & Accounting
• Investment
• Marketing & Communications
• Operations
• Product Development & Management
• Risk Management
• Sales & Relationship Management
• Technology

Country:

• Select
• United States
• Afghanistan
• Albania
• Algeria
• American Samoa
• Andorra
• Angola
• Aland Islands
• Antarctica
• Antigua and Barbuda
• Argentina
• Armenia
• Aruba
• Australia
• Austria
• Azerbaijan
• Bahamas
• Bahrain
• Bangladesh
• Barbados
• Belarus
• Belgium
• Belize
• Benin
• Bermuda
• Bhutan
• Bolivia, Plurinational State of
• Bonaire, Sint Eustatius and Saba
• Bosnia and Herzegovina
• Botswana
• Bouvet Island
• Brazil
• British Indian Ocean Territory
• Brunei Darussalam
• Bulgaria
• Burkina Faso
• Burundi
• Cabo Verde
• Cambodia
• Cameroon
• Canada
• Cayman Islands
• Central African Republic
• Chad
• Chile
• China
• Christmas Island
• Cocos (Keeling) Islands
• Colombia
• Comoros
• Congo
• Congo, The Democratic Republic of the
• Cook Islands
• Costa Rica
• Croatia
• Cuba
• Curaçao
• Cyprus
• Czechia
• Côte d'Ivoire
• Denmark
• Djibouti
• Dominica
• Dominican Republic
• Ecuador
• Egypt
• El Salvador
• Equatorial Guinea
• Eritrea
• Estonia
• Eswatini
• Ethiopia
• Falkland Islands (Malvinas)
• Faroe Islands
• Fiji
• Finland
• France
• French Guiana
• French Polynesia
• French Southern Territories
• Gabon
• Gambia
• Georgia
• Germany
• Ghana
• Gibraltar
• Greece
• Greenland
• Grenada
• Guadeloupe
• Guam
• Guatemala
• Guernsey
• Guinea
• Guinea-Bissau
• Guyana
• Haiti
• Heard Island and McDonald Islands
• Holy See (Vatican City State)
• Honduras
• Hong Kong
• Hungary
• Iceland
• India
• Indonesia
• Iran, Islamic Republic of
• Iraq
• Ireland
• Isle of Man
• Israel
• Italy
• Jamaica
• Japan
• Jersey
• Jordan
• Kazakhstan
• Kenya
• Kiribati
• Korea, Democratic People's Republic of
• Korea, Republic of
• Kuwait
• Kyrgyzstan
• Lao People's Democratic Republic
• Latvia
• Lebanon
• Lesotho
• Liberia
• Libya
• Liechtenstein
• Lithuania
• Luxembourg
• Macao
• Madagascar
• Malawi
• Malaysia
• Maldives
• Mali
• Malta
• Marshall Islands
• Martinique
• Mauritania
• Mauritius
• Mayotte
• Mexico
• Micronesia, Federated States of
• Moldova, Republic of
• Monaco
• Mongolia
• Montenegro
• Montserrat
• Morocco
• Mozambique
• Myanmar
• Namibia
• Nauru
• Nepal
• Netherlands
• New Caledonia
• New Zealand
• Nicaragua
• Niger
• Nigeria
• Niue
• Norfolk Island
• North Macedonia
• Northern Mariana Islands
• Norway
• Oman
• Pakistan
• Palau
• Palestine, State of
• Panama
• Papua New Guinea
• Paraguay
• Peru
• Philippines
• Pitcairn
• Poland
• Portugal
• Puerto Rico
• Qatar
• Romania
• Russian Federation
• Rwanda
• Réunion
• Saint Barthélemy
• Saint Helena, Ascension and Tristan da Cunha
• Saint Kitts and Nevis
• Saint Lucia
• Saint Martin (French part)
• Saint Pierre and Miquelon
• Saint Vincent and the Grenadines
• Samoa
• San Marino
• Sao Tome and Principe
• Saudi Arabia
• Senegal
• Serbia
• Seychelles
• Sierra Leone
• Singapore
• Sint Maarten (Dutch part)
• Slovakia
• Slovenia
• Solomon Islands
• Somalia
• South Africa
• South Georgia and the South Sandwich Islands
• South Sudan
• Spain
• Sri Lanka
• Sudan
• Suriname
• Svalbard and Jan Mayen
• Sweden
• Switzerland
• Syrian Arab Republic
• Taiwan, Province of China
• Tajikistan
• Tanzania, United Republic of
• Thailand
• Timor-Leste
• Togo
• Tokelau
• Tonga
• Trinidad and Tobago
• Tunisia
• Turkey
• Turkmenistan
• Turks and Caicos Islands
• Tuvalu
• Uganda
• Ukraine
• United Arab Emirates
• United Kingdom
• United States Minor Outlying Islands
• United States
• Uruguay
• Uzbekistan
• Vanuatu
• Venezuela, Bolivarian Republic of
• Viet Nam
• Virgin Islands, British
• Virgin Islands, U.S.
• Wallis and Futuna
• Western Sahara
• Yemen
• Zambia
• Zimbabwe
• Åland Islands

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