Planning Consultant - Charlotte, NC

Fidelity(1 month ago)

HybridFull TimeMedior$100,323 - $132,770 (estimated)Relationship Management

About this role

A Planning Consultant delivers a world-class financial planning experience, developing engagement strategies tailored to each client’s unique needs. The role focuses on deepening client relationships and supporting long-term planning outcomes while working alongside Financial Consultants and Wealth Planners at Fidelity.

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Required Skills

Financial Planning
Client Profiling
Client Relationships
Salesforce
Outbound Calling
Mentoring

Qualifications

Series 7
Series 63
Series 65 or 66
State Registrations
CFP (Preferred)
Degree (Preferred)

About Fidelity

fidelity.com

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.

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