Planning Consultant - Virginia Beach, VA

About the role

As a Planning Consultant you will offer world‑class planning experiences, strengthen client relationships through asset consolidation, referrals, and plan implementation, and develop engagement strategies that meet each client’s planning needs. You will conduct joint client appointments, deliver personalized financial consultations, and use tools such as Salesforce and Fidelity’s Glance platform to enhance the client experience. The role also includes mentoring and supporting fellow associates while building long‑lasting, meaningful relationships with clients.

Responsibilities

• Provide personalized financial consultations and joint client appointments.
• Develop and maintain an organized client contact strategy.
• Identify and act on opportunities that support clients’ long‑term financial success.
• Engage business partners and leverage technology (e.g., Salesforce, Glance) to enhance client interactions.
• Mentor and support fellow associates to promote a collaborative environment.
• Profile clients to understand planning needs and recommend appropriate solutions.
• Make outbound calls to educate clients and uncover additional opportunities.
• Partner with Financial Consultants or Wealth Planners to develop complex planning solutions.

Qualifications

• 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.
• Compliance with Fidelity’s client commitment standards and relevant securities regulations.

Skills

• Strong understanding of financial planning concepts for individuals and families.
• Ability to profile clients, identify needs, and match appropriate solutions.
• Relationship‑building mindset and advocacy for client interests.
• Motivation, ownership, and commitment to achieving meaningful goals.
• Comfort with outbound outreach and client education.

Schedule

Fidelity is transitioning to a full‑time onsite working model. Some locations require 100 % onsite presence, while others may have reduced onsite expectations; the model will continue to evolve.

Pay

Base salary range: $66,000 – $125,000 USD per year, with placement based on responsibilities, location, experience, and other factors. Total compensation may also include bonus or other variable pay.

Benefits

• Comprehensive health care coverage and emotional‑well‑being support.
• Market‑leading retirement plans.
• Generous paid time off and parental leave.
• Charitable giving employee‑match program.
• Educational assistance, including student‑loan repayment, tuition reimbursement, and learning resources.