Planning Consultant

Company: Financial Advisory Workforce
Location: Montgomery Village
Posted on: March 30, 2026

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, Bel Air North , Planning Consultant, Accounting, Auditing , Montgomery Village, Maryland