Posted 15 days ago
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**Planning Consultant - Greenwood Village, CO** As a Planning Consultant, you'll deliver personalized financial guidance, helping clients achieve their goals. Key responsibilities include crafting and implementing financial plans, leveraging tools like Salesforce, and fostering client relationships. The role requires FINRA Series 7, 63, and either Series 65 or 66 licenses, along with a bachelor's degree and/or CFP® certification. You'll collaborate with Financial Consultants and Wealth Planners to drive business impact and enhance client experiences. This onsite role offers a competitive salary range of $66,000-125,000 USD. Fidelity provides extensive benefits and is committed to diversity, inclusion, and equal opportunity.
- Compensation
- $66,000 – $125,000 USD
- City
- Not specified
- Country
- United States
Currency: $ (USD)
Full Job Description
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Planning Consultant, you will deliver a world-class planning experience by helping clients achieve their financial goals through personalized guidance and comprehensive planning conversations. You will uncover opportunities to deepen client relationships through asset consolidation, referrals, and plan implementation while educating clients on solutions that support their long-term success.
The role requires developing and executing a strategic client engagement approach, using tools such as Salesforce and partnering across the business to ensure effective relationship management and follow-through. Guided by Fidelitys client commitment standards and a strong sense of integrity, you will build trust, inspire client loyalty, and foster lasting relationships. In addition, you will support team success by mentoring peers, sharing best practices, and contributing to a collaborative culture focused on continuous growth and exceptional client outcomes.
The Expertise and Skills You Bring
- FINRA Series 7 & 63 licensed required
- FINRA Series 65 or 66 licenses or ability to acquire series 65/66 upon hire
- Appropriate state registrations required
- Financial services experience preferably in financial planning
- A bachelors degree and/or professional certifications such as the Certified Financial Planner (CFP) designation are preferred
- Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families
- Ability to profile to understand planning needs and identify appropriate solutions
- A vested curiosity about building relationships and being an advocate for clients
- Motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals
- Demonstrated ability and confidence in conducting outbound client outreach calls to educate clients, strengthen relationships, identify needs, and uncover opportunities to deliver additional value
The Team
The Planning Consultant Team partners closely with Financial Consultants and Wealth Planners to deliver comprehensive financial planning support. Leveraging deep planning expertise and a relationship-focused approach, the team effectively profiles client needs, navigates planning conversations, and presents insights generated through our guidance tools. Through these interactions, the team facilitates meaningful discussions around key planning concepts and identifies additional opportunities to enhance clients financial strategies.
Working collaboratively with advisors, the Planning Consultant Team helps develop and implement tailored planning solutions that address clients evolving needs. This partnership strengthens client relationships, drives business impact, and delivers a rewarding experience through meaningful client engagement every day.
Fidelitys Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidates relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:
Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Applicant screening
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
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