Financial Planning Consultant - Salt Lake City, UT

About the role

The Financial Planning Consultant role is part of Fidelity Advisory Services (FAS), a team-based, personalized financial planning and advice offering. Advisors provide goal-based advice across all pillars of the WPO, including managed account expertise in investing, retirement, and life events, with planning tools and data-driven insights.

Responsibilities

• Lead thoughtful, consultative conversations to understand clients' investment strategies and evolving planning needs
• Strengthen client confidence in Fidelity Advisory Services through consistent, high-quality guidance and disciplined follow-through
• Anticipate future needs and adapt advice as clients' goals and life stages change
• Introduce and position the right service model and resources to deepen the overall Fidelity relationship
• Deliver personalized, end-to-end planning and advice for FAS-covered clients, including unified investment strategies, retirement savings and income planning, college savings, tax efficiency, long-term care, HSA and Medicare, estate planning, and more

Requirements

• FINRA Series 7 required
• FINRA Series 63 and 65 or Series 66 licensed
• Insurance license within 90 days of hire
• Certified Financial Planner (CFP) preferred
• Minimum of 5 years of previous financial services experience; managed solutions experience preferred
• Planning and Advice mindset with a solid understanding of Fidelity’s offerings
• Solid understanding of Fidelity’s offerings
• Ability to deliver high-quality IQ and EQ client experience through FRM mastery
• Proven practice management skills that drive scalable, high-impact business results

Qualifications

• Strong written, verbal, & interpersonal communication skills with the ability to build trust & deepen client relationships
• Experience running effective, well-structured pre-scheduled guidance appointments, as well as engaging in insight-driven, timely proactive outreach
• Demonstrate strong Practice Management and Operational Excellence through effective prioritization, calendar management, and ownership of responsibilities
• Comfort operating within a team-based service model while managing time, workflow, and follow-through
• Fluency using digital advice, planning, and investment tools to deliver personalized recommendations
• Ownership of end-to-end advice experience, from preparation through implementation
• Adaptability and willingness to continuously learn as client needs evolve
• Ability to engage clients virtually (via Zoom) as the default meeting format unless an alternative is requested by the client

Skills

• Strong written, verbal, & interpersonal communication skills with the ability to build trust & deepen client relationships
• Experience running effective, well-structured pre-scheduled guidance appointments, as well as engaging in insight-driven, timely proactive outreach
• Demonstrate strong Practice Management and Operational Excellence through effective prioritization, calendar management, and ownership of responsibilities
• Comfort operating within a team-based service model while managing time, workflow, and follow-through
• Fluency using digital advice, planning, and investment tools to deliver personalized recommendations
• Ownership of end-to-end advice experience, from preparation through implementation
• Adaptability and willingness to continuously learn as client needs evolve
• Ability to engage clients virtually (via Zoom) as the default meeting format unless an alternative is requested by the client

Benefits

• Sound too good to be true? See for yourself and learn more about our benefits offerings.
• Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees.
• We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.

Pay

Details on pay are not specified in the job description.

Schedule

Details on schedule are not specified in the job description.