Planning Consultant - West Hartford, CT

Fidelity will not provide immigration sponsorship for this position.

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, 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. You will create and maintain an organized client contact strategy, engage business partners, and use tools such as Salesforce, as well as build long-lasting, meaningful relationships with clients. Additionally, the role promotes a collaborative environment by mentoring and supporting fellow associates.

Responsibilities

• Conduct joint client appointments to deliver personalized financial consultations.
• Develop and implement engagement strategies tailored to individual client planning needs.
• Identify opportunities for asset consolidation, referrals, and plan implementation to strengthen client relationships.
• Create and maintain an organized client contact strategy using tools like Salesforce.
• Build long-lasting, meaningful relationships with clients to foster lifetime engagement with Fidelity.
• Mentor and support fellow associates to promote a collaborative work environment.
• Profile clients to understand their planning needs and identify appropriate solutions.
• Make outbound calls to educate clients and uncover opportunities.
• Leverage innovative technologies, such as Glance, to enhance the client experience.
• Partner with Financial Consultants or Wealth Planners to address complex planning opportunities.

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 clients 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.

About the Team

The Planning Consultant works alongside the Financial Consultant or Wealth Planner to deliver financial planning support. This role expands upon the planning capabilities available to engage Fidelity’s most valuable clients. In addition to conducting financial planning interactions, the role supports the overall client relationship by leveraging innovative technologies, such as Glance, to enhance the client experience.

You will align with Fidelity’s firm-wide initiatives to positively influence clients’ financial plans and see your impact on the business through daily client interactions. By leveraging your knowledge of financial planning and relationship-building skills, you will effectively profile, navigate, and present the output of guidance tools, leading to in-depth discussions around planning concepts. This will help uncover additional complex planning opportunities, where you’ll partner with the Financial Consultant or Wealth Planner to develop further solutions.

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.

Certifications

• Securities Industry Essentials (SIE)
• Series 07 - FINRA
• Series 63 - FINRA
• Series 66 - FINRA