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Fidelity Investments

Fidelity will not provide immigration sponsorship for this position. The Role As a Planning Consultant, you will offer world-class planning experiences and find opportunities to strengthen client ...

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How much do fidelity consulting jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for fidelity consulting in the United States is $64.53, according to ZipRecruiter salary data. Most workers in this role earn between $56.25 and $76.68 per hour, depending on experience, location, and employer.

What is Fidelity Consulting?

Fidelity Consulting is a division within Fidelity Investments that provides strategic advisory services to clients, including businesses and organizations. The team helps clients solve complex business challenges, optimize operations, and implement technology solutions to drive growth and efficiency. Their consultants leverage industry expertise and data-driven insights to deliver tailored recommendations in areas such as financial planning, risk management, and digital transformation. Fidelity Consulting aims to empower clients to make informed decisions and achieve their long-term goals.

What are the key skills and qualifications needed to thrive as a Fidelity consultant?

To thrive as a Fidelity Consultant, you need a deep understanding of financial markets, investment strategies, and client portfolio management, typically supported by a finance degree and relevant certifications like the Series 7 or CFA. Proficiency with financial planning software, CRM systems, and analytical tools is often expected. Excellent interpersonal skills, active listening, and the ability to communicate complex financial concepts clearly are crucial soft skills in this role. These skills ensure consultants can build trust, deliver tailored financial solutions, and help clients achieve their investment goals.

What types of projects do consultants typically work on at Fidelity Consulting?

At Fidelity Consulting, consultants are often involved in projects that span strategic planning, process improvement, digital transformation, and operational efficiency within the financial services sector. This variety exposes consultants to multiple business units and challenges, fostering a broad skill set and deep industry knowledge. Working closely with cross-functional teams, consultants gain valuable experience in stakeholder management, analytical problem-solving, and client communication. The dynamic project environment supports rapid professional growth and provides clear pathways for advancement within the organization.

What is the difference between Fidelity Consulting vs Financial Advisor?

AspectFidelity ConsultingFinancial Advisor
CredentialsTypically requires certifications like CFP, CFA, or Series 7Often holds CFP, CFA, or similar licenses
Work EnvironmentConsults with clients, develops financial strategies, often within consulting firms or financial institutionsProvides personalized financial planning and investment advice, usually in banks or independent practices
Employer & IndustryFinancial services firms, consulting firms, or banksBanks, independent firms, or insurance companies
Search & Comparison IntentPeople comparing consulting roles in finance with advisory rolesIndividuals seeking financial planning or investment advice careers

Fidelity Consulting and Financial Advisor roles share similar credentials and work environments but differ in focus. Fidelity Consulting emphasizes strategic financial consulting within firms, while Financial Advisors focus on personalized client advice. Both roles require relevant certifications and operate within the financial services industry.

What does a Fidelity Consulting do?

Fidelity Consulting typically involves providing expert advice and strategic solutions to clients, often in financial or business contexts. Professionals in this role analyze data, develop plans, and recommend actions to improve organizational performance, frequently using tools like financial models and industry knowledge. Strong communication skills and relevant certifications may be required for success in this field.
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Fidelity Consulting jobs near you
Infographic showing various Fidelity Consulting job openings in the United States as of August 2026, with employment types broken down into 1% Internship, 84% Full Time, 9% Part Time, and 6% Contract. Highlights an 83% Physical, 6% Hybrid, and 11% Remote job distribution, with an average salary of $134,230 per year, or $64.5 per hour.

Planning Consultant - Hilton Head, SC

Fidelity Investments

On-site

Full-time

Medical, Life, Retirement

Posted 14 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

16th of 151 rated financial services

Job description


Planning Consultant
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Planning Consultant, you will offer world-class planning experiences and find opportunities to strengthen client relationships through asset consolidation, referrals, and plan implementation. You will develop an engagement strategy that meets each client's planning needs. Through your integrity and adherence to Fidelity's client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.
The Planning Consultant conducts joint client appointments and is passionate about delivering personalized financial consultations through Fidelity's offerings. Through education and personalized planning, the role helps identify opportunities that support clients' long-term financial success. You will be creating and maintaining an organized client contact strategy, engaging business partners and using tools such as Salesforce, as well as building long-lasting, meaningful relationships with clients. Additionally, the role promotes a collaborative environment by mentoring and supporting fellow associates.
The Expertise and Skills You Bring
  • FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
  • Minimum 2 years of financial services or relevant experience
  • Attainment of CFP® Certification is highly encouraged
  • 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
  • Vested interest in building relationships and being an advocate for clients
  • Motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals
  • Comfortable making outbound calls to further educate clients and uncover opportunities

The Team
The Planning Consultant works alongside the Financial Consultant or Wealth Planner to deliver financial planning support. This role expands upon the planning capabilities available to engage Fidelity's most valuable clients. In addition to the primary responsibility of conducting financial planning interactions, the role supports the overall client relationship by leveraging innovative technologies, such as Glance, to enhance the client experience. You will be in complete alignment with Fidelity's firm-wide initiatives that will give you the opportunity to positively influence clients' financial plans. You will see your impact on the business and have exciting interactions with clients every single day. Through your knowledge of financial planning and your ability to form relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional complex planning opportunities in which you'll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients.
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Life and Health Agent - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA
Category:
Relationship Management
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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