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Jobs · OTHR · New Hampshire

Planning Consultant - Nashua, NH

Fidelity Investments · Nashua, NH · 1 mo ago
On-siteOTHRFull-time

Note: Fidelity will not provide immigration sponsorship for this position.

About the role

As a Planning Consultant, you will offer world‑class planning experiences and identify 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, conduct joint client appointments, and deliver personalized financial consultations using Fidelity’s offerings. Through education and personalized planning, you will help clients achieve long‑term financial success while creating and maintaining an organized client contact strategy, engaging business partners, and leveraging tools such as Salesforce. You will also mentor and support fellow associates, fostering a collaborative environment.

Responsibilities

  • Offer world‑class planning experiences and identify relationship‑building opportunities.
  • Develop and execute engagement strategies tailored to each client’s planning needs.
  • Conduct joint client appointments and deliver personalized financial consultations.
  • Identify and pursue asset consolidation, referrals, and plan implementation opportunities.
  • Create and maintain an organized client contact strategy.
  • Engage business partners and utilize tools such as Salesforce to enhance client interactions.
  • Mentor and support fellow associates to promote a collaborative environment.
  • Leverage innovative technologies (e.g., Glance) to improve the client experience.
  • Profile clients to understand planning needs and present appropriate solutions.
  • Make outbound calls to educate clients and uncover additional opportunities.

Team

The Planning Consultant works alongside a Financial Consultant or Wealth Planner to deliver comprehensive financial‑planning support. This partnership expands planning capabilities for Fidelity’s most valuable clients, aligns with firm‑wide initiatives, and enables you to influence clients’ financial plans through in‑depth discussions of planning concepts and guidance tools.

Requirements

  • FINRA Series 7 & 66 licensed, or ability to acquire Series 66 upon hire.
  • Minimum 2 years of financial services or relevant experience.
  • CFP® certification is highly encouraged.

Qualifications

  • Strong understanding of financial planning concepts for individuals and families.
  • Ability to profile clients, understand their planning needs, and identify appropriate solutions.
  • Vested interest in building relationships and advocating for clients.
  • Motivated toward success, demonstrating ownership and commitment to meaningful goals.
  • Comfortable making outbound calls to educate clients and uncover opportunities.

Skills

  • Proficiency with Salesforce and other client‑relationship management tools.
  • Mentoring and supporting fellow associates.
  • Utilizing innovative technologies such as Glance to enhance client experiences.

Onsite Working Model

Fidelity is transitioning to a full‑time onsite working model through a phased rollout across regions and roles. 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

  • FINRA Series 07
  • FINRA Series 63

Category

Relationship Management

Legal notice

Fidelity’s business is governed by the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state securities laws, and the rules of self‑regulatory organizations including FINRA. These laws and regulations may restrict Fidelity from hiring or associating with individuals who have certain criminal histories.

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