Planning Consultant - Tampa, FL

About the role

As a Planning Consultant, you will work alongside Financial Consultants or Wealth Planners to deliver financial planning support and expand planning capabilities for Fidelity’s most valuable clients. You will develop engagement strategies, conduct joint client appointments, and use tools such as Salesforce and Glance to enhance the client experience while aligning with Fidelity’s firm‑wide initiatives. The role is transitioning to a full‑time onsite working model through a phased rollout; some locations currently require 100% onsite presence while others require less, with expectations likely to evolve as the rollout continues.

Responsibilities

• Offer world‑class planning experiences and identify opportunities to strengthen client relationships through asset consolidation, referrals, and plan implementation.
• Develop an engagement strategy tailored to each client’s planning needs.
• Conduct joint client appointments and deliver personalized financial consultations using Fidelity’s offerings.
• Create and maintain an organized client contact strategy.
• Engage business partners and leverage tools such as Salesforce.
• Build long‑lasting, meaningful relationships with clients.
• Promote a collaborative environment by mentoring and supporting fellow associates.
• Use knowledge of financial planning and relationship‑building skills to profile, navigate, and present guidance‑tool outputs, leading to in‑depth discussions of planning concepts.
• Uncover additional complex planning opportunities and partner with Financial Consultants or Wealth Planners to develop further solutions.
• Make outbound calls to educate clients and uncover new opportunities.

Qualifications

• FINRA Series 7 & 66 licensed (or ability to acquire Series 66 upon hire) with appropriate state registrations.
• Minimum 2 years of financial services or relevant experience.
• Attainment of CFP® Certification is highly encouraged.
• Life and Health Agent certification (issuing authority).
• Series 07 (FINRA), Series 63 (FINRA), and Series 66 (FINRA) registrations.

Skills

• Remarkable understanding of financial planning concepts to help clients build effective financial plans for themselves and their families.
• Ability to profile clients to understand planning needs and identify appropriate solutions.
• Vested interest in building relationships and acting as 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.