Financial Planning Consultant - Smithfield, RI

The Financial Planning Consultant delivers proactive, personalized financial planning and integrated financial solutions that help Fidelity Advisory Services (FAS) clients make decisions and progress toward their financial goals. Operating within a team-based, technology-enabled model, Advisors guide clients across key financial priorities such as retirement planning, investment management, development of a holistic portfolio strategy, and supporting broader financial needs using Fidelity’s full suite of planning tools and solutions.

Responsibilities

Delivers proactive, personalized financial planning and integrated financial solutions that help Fidelity Advisory Services clients make decisions and progress toward their financial goals; Guides clients across key financial priorities such as retirement planning, investment management, development of a holistic portfolio strategy, and supporting broader financial needs; Supports and guides Fidelity clients who have a managed portfolio; Addresses various aspects of clients' financial plans, including managed accounts; Serves as Advisory Services' voice to the customer; Leads thoughtful, consultative conversations to understand clients' investment strategies and evolving planning needs; Strengthens client confidence in Fidelity Advisory Services through consistent, high-quality guidance and disciplined follow-through; Anticipates future needs and adapts advice as clients' goals and life stages change; Introduces and positions the right service model and resources to deepen the overall Fidelity relationship; Delivers personalized, end-to-end planning and advice for FAS-covered clients, including unified investment strategies, retirement savings, college savings, tax efficiency, long-term care, HSA and Medicare, estate planning, and more

Requirements

Primary residence must be located within a 90 mile radius of the Smithfield RI Regional Center; FINRA Series 7 required; FINRA Series 63 and 65 or Series 66 licensed; Insurance license within 90 days of hire; Minimum of 5 years of previous financial services experience; 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 that drive scalable, high-impact business results; Strong written, verbal, & interpersonal communication skills with the ability to build trust & deepen client relationships; Experience running effective, well-structured pre-scheduled guidance appointments, as well as engaging in insight-driven, timely proactive outreach; Demonstrate strong Practice Management and Operational Excellence through effective prioritization, calendar management, and ownership of responsibilities; Comfort operating within a team-based service model while managing time, workflow, and follow-through; Fluency using digital advice, planning, and investment tools to deliver personalized recommendations; Ownership of end-to-end advice experience, from preparation through implementation; Adaptability and willingness to continuously learn as client needs evolve; Ability to engage clients virtually (via Zoom) as the default meeting format unless an alternative is requested by the client; Fidelity is not providing immigration sponsorship for this position

Nice to have

Certified Financial Planner (CFP) preferred; managed solutions experience preferred

Benefits

Student loan debt repayment assistance