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Fidelity Investments Logo Fidelity Investments · Consulting

Planning Consultant

United States, Grand Rapids · Job Posted May 31, 2026
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Job Description

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. As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs.

Job Responsibility

  • Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering
  • Educating and planning with clients to uncover opportunities that will lead to the client’s success
  • Creating and maintaining an organized client contact strategy, including engaging business partners and using tools such as Salesforce
  • Building long-lasting, meaningful relationships with clients
  • Mentoring and supporting the success of your peers

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

What we offer

  • Stable base salary
  • student loan debt payback assistance
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