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Planning Consultant

Fidelity Investments

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Location:
United States , Rockville

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Category:
Finance

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Contract Type:
Not provided

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Salary:

70000.00 - 105000.00 USD / Year
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Job Description:

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. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.

Job Responsibility:

  • Provide a world-class planning experience
  • Uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations
  • Develop an engagement strategy that supports each client’s unique planning needs
  • Work alongside Financial Consultants and/or Wealth Planners in a financial planning capacity
  • Profile, navigate and present the output of guidance tools
  • Conduct joint appointments with clients, focused on consultations through Fidelity’s guidance offering
  • Educate and plan with clients to uncover opportunities that will lead to the client’s success
  • Create and maintain an organized client contact strategy
  • Build long-lasting, meaningful relationships with clients
  • Mentor and support 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
  • Thorough understanding of financial planning concepts
  • 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
  • Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship
What we offer:
  • Competitive total rewards package
  • Stable base salary
  • Comprehensive health care coverage
  • Emotional well-being support
  • Market-leading retirement
  • Generous paid time off
  • Parental leave
  • Charitable giving employee match program
  • Educational assistance including student loan repayment
  • Tuition reimbursement
  • Learning resources to develop your career

Additional Information:

Job Posted:
April 20, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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