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Fidelity Investments

Regional Center Planning Consultant - Westlake, TX

Westlakeonsitemid

Posted today · via Workday

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About this role

Fidelity will not provide immigration sponsorship for this position. Job Description: The Role As a Planning Consultant, you will deliver a world-class planning experience by helping clients achieve their financial goals through personalized guidance and comprehensive planning conversations. You will uncover opportunities to deepen client relationships through asset consolidation, referrals, and plan implementation while educating clients on solutions that support their long-term success. The role requires developing and executing a strategic client engagement approach, using tools such as Salesforce and partnering across the business to ensure effective relationship management and follow-through.…

Read the full description on Fidelity Investments's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: salesforce, outreach

2

Level fit

This role is mid-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Westlake. We weight your proximity and willingness to relocate.

Score yourself on this role.
Free · no card · written explanation included
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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

salesforceoutreach

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