Planning Consultant - Warrington, PA

About the role

As a Planning Consultant, you will offer world-class planning experiences and find 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. Through your integrity and adherence to Fidelity’s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity. The Planning Consultant conducts joint client appointments and is passionate about delivering personalized financial consultations through Fidelity’s offerings. Through education and personalized planning, the role helps identify opportunities that support clients' long-term financial success.

Responsibilities

• Offer world-class planning experiences and strengthen client relationships through asset consolidation, referrals, and plan implementation.
• Develop engagement strategies that meet each client’s planning needs.
• Conduct joint client appointments and deliver personalized financial consultations through Fidelity’s offerings.
• Create and maintain an organized client contact strategy.
• Engage business partners and use tools such as Salesforce.
• Build long-lasting, meaningful relationships with clients.
• Promote a collaborative environment by mentoring and supporting fellow associates.
• Leverage innovative technologies such as Glance to enhance the client experience.
• Profile, navigate, and present the output of guidance tools to lead in‑depth discussions around planning concepts.
• Identify and uncover additional complex planning opportunities.
• Partner with Financial Consultant or Wealth Planner to develop further planning solutions.
• Support the overall client relationship and align with Fidelity’s firm‑wide initiatives.

Requirements

• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire.
• Minimum 2 years of financial services or relevant experience.
• Attainment of CFP® Certification is highly encouraged.
• Remarkable understanding of financial planning concepts to help clients build effective financial plans.
• Ability to profile to understand planning needs and identify appropriate solutions.
• Vested interest in building relationships and being 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.

Schedule

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.