Planning Consultant - Houston, TX (Champion Forest)

Fidelity Investments New Caney , TX 77357

Posted 2 weeks ago

Job Description:

Planning Consultant

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.

The Expertise We're Looking For

  • FINRA Series 7 & 63 required prior to hire

  • Series 65 and/or 66 and insurance licenses within 90 days of hire

  • Minimum 2 years of financial services or relevant experience

  • Attainment of CFP Certification is highly encouraged

The Purpose of Your Role

The Planning Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity. This role expands upon the planning capabilities available to engage Fidelity's most valuable clients. In addition to the primarily role of conducting financial planning interactions, you will support the overall client relationship by using innovative technologies, such as Glance, to maximize efficiencies for clients. You will be in complete alignment with Fidelity's firm wide initiatives that will give you the opportunity to positively influence clients' financial plans. You will see your impact on the business and have rewarding interactions with clients every single day!

The Skills You Bring

  • Remarkable understanding of financial planning concepts to help clients build effective financial plans for them and their families.

  • Ability to profile to understand planning needs and identify appropriate solutions

  • You have a vested interest in building relationships and being an advocate for clients

  • You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals

  • Comfort making outbound calls to further educate clients and uncover opportunities

The Value You Deliver

  • 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

How Your Work Impacts the Organization

Through your knowledge of financial planning and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional complex planning opportunities in which you'll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients!


Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA

Company Overview

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning and growth so you can build the career you've always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.

We invite you to Find Your Fidelity at

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations, or by calling 800-835-5099, prompt 2, option 2.

We welcome those with experience in jobs such as Senior Accountant, Bilingual Customer Service , and Accounts Receivable Clerk and others in the Accounting and Finance to apply.

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Planning Consultant - Houston, TX (Champion Forest)

Fidelity Investments