Fidelity Investments is seeking an experienced Financial Planning Consultant to help individuals and families achieve their long-term financial goals. This role combines financial planning expertise, investment knowledge, and relationship management to deliver personalized guidance to clients at every stage of life.

As a Financial Planning Consultant, you will work directly with clients to evaluate their financial situations, develop customized financial plans, and recommend investment strategies that support retirement readiness, wealth accumulation, education funding, and other important financial objectives. The ideal candidate will have strong communication skills, a deep understanding of financial planning principles, and a commitment to delivering exceptional client service.

This opportunity offers the chance to work with one of the most respected names in the financial services industry while helping clients navigate complex financial decisions with confidence. Successful candidates will benefit from a collaborative environment, advanced planning tools, and ongoing opportunities for professional development and career growth.

Key Responsibilities

• Meet with clients to assess financial goals, risk tolerance, and investment objectives.
• Develop comprehensive financial plans tailored to each client’s needs and long-term priorities.
• Provide guidance on retirement planning, wealth management, and investment strategies.
• Review client portfolios and recommend adjustments based on changing goals, market conditions, or life events.
• Educate clients on financial products, services, and investment opportunities.
• Build and maintain strong, long-term client relationships through proactive communication and trusted advice.
• Monitor financial markets, economic trends, and regulatory developments relevant to client portfolios.
• Support business development and client acquisition efforts by identifying opportunities to grow relationships.
• Ensure compliance with financial regulations, company policies, and fiduciary standards where applicable.
• Prepare financial reports, planning recommendations, and client presentations.

Required Qualifications

• Bachelor’s degree in Finance, Economics, Business, Accounting, or a related field.
• Strong understanding of financial planning, investment management, and wealth-building principles.
• Excellent communication, interpersonal, and client relationship management skills.
• Ability to explain complex financial concepts clearly and effectively to a broad range of clients.
• Strong analytical, organizational, and problem-solving abilities.
• Experience using financial planning tools, software, and portfolio management platforms.
• Professional, client-focused, and service-oriented approach.
• Ability to manage multiple client relationships and priorities in a fast-paced environment.

Preferred Qualifications

• Professional certifications such as CFP®, Series 7, Series 66, or other relevant financial industry credentials.
• Experience in wealth management, financial advisory services, or investment consulting.
• Strong knowledge of retirement planning, portfolio construction, and long-term investment strategies.
• Experience providing investment advisory recommendations to individual clients or families.
• Business development and client acquisition experience within a financial services environment.

Benefits

• Competitive salary plus performance-based bonuses.
• Comprehensive medical, dental, and vision insurance.
• 401(k) retirement savings plan.
• Paid vacation, personal time off, and company holidays.
• Employee stock purchase programs.
• Professional development, licensing, and certification support.
• Career advancement and internal mobility opportunities.
• Comprehensive employee wellness and support programs.

Why Join Fidelity Investments?

Fidelity Investments is one of the world’s leading financial services organizations, managing trillions of dollars in client assets. The company is recognized for its commitment to innovation, client success, and employee development.

As a Financial Planning Consultant at Fidelity, you will have the opportunity to make a meaningful impact by helping clients build financial confidence and achieve long-term success. Employees benefit from industry-leading technology, extensive training resources, competitive compensation, and a supportive workplace culture focused on growth and excellence.

Equal Opportunity Employer

Fidelity Investments is committed to fostering an inclusive workplace and providing equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.