Financial Planning Consultant - Westlake, TX

Job Description:

Financial Planning Consultant

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius of the Westlake, TX Regional Center.

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The Financial Planning Consultant delivers proactive, personalized financial planning and integrated financial solutions that help Fidelity Advisory Services (FAS) clients make confident 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. Advisors will provide this support to a broad array of clients with varying needs, including onboarding recently enrolled clients, serving clients with complex planning goals, and those with more routine portfolio management needs.

The Expertise We’re Looking For

• 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 that drive scalable, high-impact business results

The Purpose of Your Role

The role of the Financial Planning Consultant (FPC) is to support and guide Fidelity clients who have a managed portfolio. It is a direct customer contact role in which the FPC will address various aspects of clients’ financial plans, including managed accounts, serving as Advisory Services’ voice to the customer.

The Skills You Bring

• 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

Note: Fidelity is not providing immigration sponsorship for this position.

The Value You Deliver

• Lead thoughtful, consultative conversations to understand clients’ investment strategies and evolving planning needs
• Strengthen client confidence in Fidelity Advisory Services through consistent, high-quality guidance and disciplined follow-through
• Anticipate future needs and adapt advice as clients’ goals and life stages change
• Introduce and position the right service model and resources to deepen the overall Fidelity relationship
• Deliver personalized, end-to-end planning and advice for FAS-covered clients, including unified investment strategies, retirement savings and income planning, college savings, tax efficiency, long-term care, HSA and Medicare, estate planning, and more.

How Your Work Impacts the Organization

Fidelity Advisory Services (FAS) is part of the Fidelity Wealth business and delivers team-based, personalized financial planning and advice. With Fidelity’s suite of planning tools and WPO, Advisors provide goal-based advice across all pillars of the WPO in addition to managed account expertise across investing, retirement and life events with planning tools and data-driven insights.

Through FAS, advisors take end-to-end ownership of the advice experience – from discovery through implementation and ongoing progress – helping clients make confident decisions, stay focused on a plan, and adapt as their needs evolve. The model is designed to deliver consistent, high-quality advice at scale, while preserving the personalization and care clients expect from Fidelity.

FPCs operate within a team-based, technology-enabled service model that supports efficient practice management, deeper client engagement, and long-term relationship growth. Fidelity invests in its advisors through industry-leading tools, training, and a culture grounded in inclusion, collaboration, and continuous improvement – ensuring advisors are supported as they deliver meaningful outcomes for the clients. 

Our Investments in You

We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people, so our benefit programs are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:

• Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments
• Click here for a story about how we are helping our employee’s payback their student loan debt

We believe in being #DifferentTogether. Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees.

We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.

Learn More:  Dynamic Working 

Fidelity’s 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.

Certifications:

Certified Financial Planner ® / CFP-® - Issuing Authority, Life, Health, Variable Annuities - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA

Category:

Sales

Please be advised that Fidelity’s 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.