Wealth Management Planning Consultant

Fidelity Investments

The Role

The Wealth Management Planning Consultant plays a key role in strengthening client relationships and delivering an exceptional experience to Fidelity’s most sophisticated and valued clients. In partnership with Wealth Management Advisors, this role provides comprehensive support across investment, brokerage, retirement, income planning, trust and estate, and asset allocation needs. Responsibilities include proactive client outreach, coordinating annual reviews, preparing for and supporting client meetings, addressing a wide range of planning and service inquiries, and identifying opportunities to deepen client relationships through asset consolidation and additional wealth management solutions. Success in this role requires strong collaboration, proactive communication, and a commitment to helping clients achieve their long-term financial goals.

The Expertise and

Skills

• You Bring

• Series 7 & 66 licensed

• Insurance license required

• 5 years’ Financial Services experience

• Bachelor’s degree and/or professional certifications (e.g., CFP®) are preferred

• Exceptional interpersonal and communication skills, with the ability to engage effectively through both telephone and face-to-face interactions

• Passion for delivering personalized, high-touch service and building trusted relationships with clients

• Demonstrated expertise in addressing complex client inquiries and providing tailored wealth management solutions

• Thrives in a dynamic, collaborative environment and works effectively across teams to deliver client-focused outcomes

• Experience monitoring and reviewing client portfolios to ensure alignment with investment objectives, portfolio guidelines, and regulatory requirements

• The Team

• Our Private Wealth Management team is committed to bringing the most appropriate financial strategies to our client. It is our promise to protect, grow and transfer assets in an integrated way. As a dedicated team member, using a dynamic and customized approach, this Wealth Management Planning Consultant will help support the long-term objectives of our most sophisticated clientele.

• 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
• Ảntarctica
• 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
• 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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• Benefits that balance life and work

• From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.

Benefits

• Company overview

• Company overview

• At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.

• Reasonable accommodations

• Fidelity will reasonably accommodate applicants with disabilities who need adjustments t