Planning Consultant
Company: Financial Advisory Workforce
Location: Bethesda
Posted on: March 30, 2026
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Job Description:
Fidelity Investments, a global leader in financial services
based in Boston, MA, is seeking an experienced Planning Consultant
to join our dynamic Financial Planning and Advisory team. As a
Planning Consultant, you will provide expert financial advice,
guiding clients through complex retirement planning, investment
strategies, and financial products tailored to meet their long-term
goals. Leveraging Fidelity’s extensive resources and your financial
acumen, you will design personalized plans that align with client
expectations and market trends, ensuring an optimal client
experience and financial success. Conduct detailed financial
planning and analysis for clients’ portfolios. Design tailored
investment strategies and retirement plans for a diverse client
base. Stay updated with market trends to adjust strategies and
advice accordingly. Facilitate workshops and seminars to educate
clients on financial products. Collaborate with internal teams to
enhance service offerings. Advanced knowledge of financial planning
and investment strategies. Strong analytical skills and proficiency
in financial software. Excellent communication, presentation, and
client service skills. Medical Insurance Dental Insurance Vision
Insurance Life Insurance 401k CFP (Certified Financial Planner)
highly preferred. Series 7 and Series 66 licenses.
Keywords: Financial Advisory Workforce, Dale City , Planning Consultant, Accounting, Auditing , Bethesda, Virginia
