About this role

As a Planning Consultant at Fidelity in Washington, DC, you will provide exceptional financial planning experiences to clients, focusing on strengthening relationships through asset consolidation and plan implementation. You will develop personalized engagement strategies, conduct joint client appointments, and educate clients on financial planning to support their long-term success. This role involves client outreach, utilizing tools like Salesforce, and fostering a collaborative team environment.

What we are looking for

6

Offer world-class planning experiences and strengthen client relationships
Develop engagement strategies meeting client planning needs
Conduct joint client appointments and personalized financial consultations
Create and maintain organized client contact strategy using Salesforce
Mentor and support fellow associates
Minimum 2 years of financial services or relevant experience required

Work authorization

No visa sponsorship is available.