Financial Planning Consultant

This is a fully remote position, open to applicants in North Carolina.

📋 Description

• Provide proactive and personalized financial planning along with integrated financial solutions for clients of Fidelity Advisory Services.

• Advise clients on retirement strategies, investment management, comprehensive portfolio planning, and overall financial needs.

• Assist clients with managed portfolios while representing Advisory Services’ voice to the clientele.

• Conduct consultative discussions to comprehend investment strategies and changing planning requirements.

• Enhance client confidence through superior guidance and consistent follow-through.

• Anticipate future client requirements and adjust advice as goals and life stages evolve.

• Introduce and position suitable service models and resources.

• Provide comprehensive planning and advice that encompasses investment strategies, retirement, college savings, tax efficiency, long-term care, HSA and Medicare, and estate planning.

• Oversee client guidance appointments and proactive outreach initiatives.

• Function within a team-oriented, technology-driven service model from initial discovery to implementation and ongoing progress.

⛳️ Requirements

• Must reside within a 90-mile radius at the time of application from Charlotte, NC, Huntersville, NC, or Ballantyne, NC.

• Possession of FINRA Series 7 is mandatory.

• Required to have FINRA Series 63 and 65 or Series 66 licenses.

• Obtain insurance license within 90 days of employment.

• Certified Financial Planner (CFP) designation is preferred.

• At least 5 years of prior financial services experience is required.

• Experience with managed solutions is preferred.

• A planning and advisory mindset with a thorough understanding of Fidelity’s offerings.

• Capability to deliver a high-quality client experience through mastery of Financial Relationship Management (FRM).

• Demonstrated practice management skills.

• Excellent written, verbal, and interpersonal communication abilities.

• Experience in conducting effective pre-scheduled guidance appointments and proactive outreach.

• Strong management of practice and operational excellence.

• Ability to prioritize tasks, manage calendars, and take ownership of responsibilities.

• Comfort working within a collaborative service model.

• Proficient in using digital advice, planning, and investment tools.

• Responsible for managing the complete advice experience.

• Willingness to adapt and a commitment to continuous learning.

• Ability to engage clients virtually through Zoom.

• Note: Fidelity is not offering immigration sponsorship for this role.

🏝️ Benefits

• Comprehensive benefits offerings from Fidelity.

• Support for student loan debt repayment.

• Access to affinity groups.

• An inclusive workplace environment.

• Industry-leading tools and training resources.

• Dynamic working opportunities.

• Fully remote role designation exempt from onsite transition.