Financial Planning Consultant - Westlake, TX
fidelity investmentsWestlake (TX)
Financial Planning Consultant - Westlake, TX
Posted today
fidelity investmentsWestlake (TX)
SENIORITY
Senior
About the role
Overview:
In this role, you deliver proactive, personalized financial planning and integrated solutions to Fidelity Advisory Services clients. Working in a tech-enabled, team-based model, you guide clients through retirement, investments, and holistic portfolio strategies using Fidelity’s planning tools. You’ll onboard new clients, support those with complex goals, and manage routine portfolios, aiming for high-quality, scalable guidance. This position offers meaningful opportunity to shape client outcomes within a trusted, collaborative culture.
Responsibilities:
Provide proactive, personalized financial planning and integrated solutions for FAS clients Guide clients across retirement, investments, and holistic portfolio strategy Onboard recently enrolled clients and serve those with complex or routine planning needs Act as Advisory Services' voice to the customer and support end-to-end planning Utilize Fidelity’s planning tools and WPO to deliver recommendations Deliver end-to-end planning from discovery through implementation and progress
Key requirements:
FINRA Series 7 FINRA Series 63 and 65 or Series 66 Insurance license within 90 days of hire CFP preferred Minimum of 5 years in financial services; managed solutions experience preferred Planning and advice mindset with knowledge of Fidelity offerings Ability to deliver high-quality client experience through FRM mastery Proven practice management and ability to drive scalable results Strong written, verbal, and interpersonal communication skills Comfort with digital advice tools and virtual engagements (Zoom) Strong communication and trust-building Insight-driven proactive outreach Practice management and operational excellence Fluency with digital planning and investment tools End-to-end advice experience from preparation to implementation Ability to leverage Fidelity planning tools and WPO
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.