Financial Planning Consultant

🔥 4 minutes ago

🌲 North Carolina – Remote

🌲 North Carolina – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Fidelity Investments

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1946

💸 Finance

🤝 B2B

👥 B2C

💰 $2M Series unknown on 2024-03

Finance • B2B • B2C

Fidelity Investments is a U. S. -based, globally diversified financial services firm focused on helping individual and institutional customers achieve their financial objectives. The company is known for investment management (including mutual funds and asset management), retirement and wealth-management services, brokerage and trading platforms, and institutional client services. Fidelity operates consumer-facing products for retail investors as well as B2B services for employers, advisors, and institutions; the provided website text also highlights standard web privacy/cookie practices and cross-border usage restrictions.

📋 Description

• 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

• 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

• 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