Fmr

Actively Hiring

Others

Smithfield, United States

Full time

Role Overview

The Financial Planning Consultant delivers proactive, personalized financial planning and integrated financial solutions that help Fidelity Advisory Services (FAS) clients make decisions and progress toward their financial goals.

About Fmr

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We apply our technology to each new challenge. And we are inspired by our customers' dreams.

Key Responsibilities

Lead thoughtful, consultative conversations to understand clients' investment strategies and evolving planning needs
Strengthen client confidence in Fidelity Advisory Services through consistent, high-quality guidance and disciplined follow-through
Anticipate future needs and adapt advice as clients' goals and life stages change
Introduce and position the right service model and resources to deepen the overall Fidelity relationship
Deliver personalized, end-to-end planning and advice for FAS-covered clients

Requirements & Eligibility

FINRA Series 7 required
FINRA Series 63 and 65 or Series 66 licensed
Insurance license within 90 days of hire
Certified Financial Planner (CFP) preferred
Minimum of 5 years of previous financial services experience; managed solutions experience preferred
Strong written, verbal, & interpersonal communication skills with the ability to build trust & deepen client relationships

Required Skills & Tech

FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66Certified Financial PlannerFinancial PlanningPractice Management