Financial Planning Consultant

Fidelity Investments

. Deliver proactive, personalized financial planning and integrated financial solutions to Fidelity Advisory Services clients .

Posted 9/21/2026full-timeRemote • North Carolina • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in delivering personalized financial planning and integrated financial solutions, with a strong focus on retirement planning, investment management, and client engagement. Proficient in managing client relationships and providing high-quality guidance through a technology-enabled service model.

Highest-signal resume keywords

FINRA Series 7FINRA Series 63FINRA Series 65Certified Financial Planner (CFP)Financial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment ManagementRetirement PlanningPortfolio StrategyTax EfficiencyEstate PlanningManaged Solutions ExperiencePractice ManagementClient GuidanceFinancial PlanningHolistic Financial Solutions

Soft Skills

Interpersonal CommunicationAdaptabilityClient EngagementTeam CollaborationHigh-Quality Client Experience

Tools & Technologies

Digital Advice ToolsPlanning ToolsInvestment ToolsZoom

Certifications & Qualifications

FINRA Series 7FINRA Series 63FINRA Series 65Insurance LicenseCertified Financial Planner (CFP)

Industry Keywords

Financial PlanningInvestment StrategiesClient ConfidenceProactive OutreachTeam-Based Service Model

About the role

Key responsibilities & impact

Deliver proactive, personalized financial planning and integrated financial solutions to Fidelity Advisory Services clients
Guide clients on retirement planning, investment management, holistic portfolio strategy, and broader financial needs
Support clients with managed portfolios and serve as Advisory Services’ voice to the customer
Lead consultative conversations to understand investment strategies and evolving planning needs
Strengthen client confidence through high-quality guidance and disciplined follow-through
Anticipate future client needs and adapt advice as goals and life stages change
Introduce and position appropriate service models and resources
Deliver end-to-end planning and advice covering investment strategies, retirement, college savings, tax efficiency, long-term care, HSA and Medicare, and estate planning
Manage client guidance appointments and proactive outreach
Operate in a team-based, technology-enabled service model from discovery through implementation and ongoing progress

Requirements

What you’ll need

Primary residence within a 90 mile radius at the time of application from Charlotte, NC, Huntersville, NC, or Ballantyne, NC
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
Planning and Advice mindset with a solid understanding of Fidelity’s offerings
Ability to deliver high-quality IQ and EQ client experience through FRM mastery
Proven practice management skills
Strong written, verbal, and interpersonal communication skills
Experience running effective pre-scheduled guidance appointments and proactive outreach
Strong practice management and operational excellence
Ability to prioritize, manage calendars, and own responsibilities
Comfort operating within a team-based service model
Fluency using digital advice, planning, and investment tools
Ownership of the end-to-end advice experience
Adaptability and willingness to continuously learn
Ability to engage clients virtually via Zoom
Fidelity is not providing immigration sponsorship for this position

Benefits

Comp & perks

Fidelity benefits offerings
Student loan debt repayment support
Affinity groups
Inclusive workplace
Industry-leading tools and training
Dynamic Working
Fully remote role designation exempt from onsite transition