Planning Consultant - Santa Monica, CA
Fidelity
About this role
A Planning Consultant at Fidelity delivers a high-quality financial planning experience and develops engagement strategies tailored to each client’s needs. The role focuses on deepening client relationships and supporting long-term client outcomes through Fidelity’s planning guidance.
Skills
Qualifications
About Fidelity
fidelity.comIndustries
Finance, Technology, Consulting
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.
Recent company news
Fidelity NewsroomFidelity® Q4 2025 Retirement Analysis: Average Annual 401(k) Account Balances Increase by Double Digits for Third Year in a Row
1 week ago
Seeking AlphaFidelity Balanced Fund Q4 2025 Commentary (FBALX)
7 hours ago
Fidelity NewsroomFidelity® Expands Alternative Investment Resources for Wealth Management Firms With New Model Portfolios and Education Program
1 week ago
Fidelity NewsroomFidelity Investments publishes 2025 Annual Report
1 week ago
Fidelity NewsroomFidelity Investments® Expands Digital Asset Investment Lineup with Stablecoin Launch: Fidelity Digital Dollar (FIDD)
1 month ago
About Fidelity
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Fidelity.
Salary
$70k – $105k
per year
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