Fidelity Investments · 1 month ago
Planning Consultant - Grand Rapids, MI
Grand Rapids, MI
Full-time
Hybrid
Entry, Mid Level
2+ years expFidelity Investments is committed to inspiring client dedication and developing lifetime relationships. As a Planning Consultant, you will provide a world-class planning experience and support client relationships by leveraging innovative technologies to meet their unique planning needs.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering
Educating and planning with clients to uncover opportunities that will lead to the client’s success
Creating and maintaining an organized client contact strategy, including engaging business partners and using tools such as Salesforce
Building long-lasting, meaningful relationships with clients
Mentoring and supporting the success of your peers
Qualification
Required
FINRA Series 7 & 63 required prior to hire
Series 65 and/or 66 and insurance licenses within 90 days of hire
Minimum 2 years of financial services or relevant experience
Remarkable 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
You have a vested interest in building relationships and being an advocate for clients
You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals
Comfort making outbound calls to further educate clients and uncover opportunities
Preferred
Attainment of CFP® Certification is highly encouraged
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
H1B Sponsorship
Fidelity Investments has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (8)
2023 (4)
2022 (6)
2021 (8)
2020 (30)
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-01-23
Livemint.com
2026-01-22
Company data provided by crunchbase