Planning Consultant

Fidelity Investments

. Offer world-class planning experiences and strengthen client relationships through asset consolidation, referrals, and plan implementation .

Posted 9/23/2026full-timeThe Woodlands • Texas • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning concepts and client relationship management, with a strong focus on personalized consultations and engagement strategies. Holds necessary FINRA licenses and is motivated to build long-lasting client relationships while adhering to regulatory requirements.

Highest-signal resume keywords

FINRA Series 7 LicenseFINRA Series 66 LicenseCFP® CertificationFinancial Planning ConceptsClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningClient ProfilingAsset ConsolidationPlan ImplementationEngagement Strategies

Soft Skills

Relationship BuildingMentoringMotivation Toward SuccessAdvocacy for Clients

Tools & Technologies

SalesforceGlance

Certifications & Qualifications

FINRA Series 7FINRA Series 66CFP® Certification

Industry Keywords

Financial ServicesSecuritiesInvestmentRetirementERISA

About the role

Key responsibilities & impact

Offer world-class planning experiences and strengthen client relationships through asset consolidation, referrals, and plan implementation
Develop engagement strategies that meet clients’ planning needs
Conduct joint client appointments and deliver personalized financial consultations
Educate clients and provide personalized planning to support long-term financial success
Create and maintain an organized client contact strategy
Engage business partners and use tools such as Salesforce
Build long-lasting client relationships
Mentor and support fellow associates
Work alongside the Financial Consultant or Wealth Planner to deliver financial planning support
Conduct financial planning interactions and support the overall client relationship
Leverage technologies such as Glance to enhance the client experience
Profile clients, navigate and present guidance-tool outputs, and discuss planning concepts
Identify complex planning opportunities and partner with the Financial Consultant or Wealth Planner to address client needs

Requirements

What you’ll need

FINRA Series 7 and Series 66 licensed and 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
Strong understanding of financial planning concepts
Ability to profile clients’ planning needs and identify appropriate solutions
Interest in building relationships and advocating for clients
Motivation toward success, ownership, and meaningful goals
Comfortable making outbound calls
Subject to applicable securities, investment, retirement, ERISA, state, FINRA, and other regulatory requirements
Fidelity will not provide immigration sponsorship for this position

Benefits

Comp & perks

Fidelity’s onsite working model is transitioning toward full-time onsite work through a phased rollout across regions and roles