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Financial Planning Consultant Jobs (NOW HIRING)

Fidelity Investments

Minimum 2 years of financial services or relevant experience * Attainment of CFP ® Certification ... The Planning Consultant works alongside the Financial Consultant or Wealth Planner to deliver ...

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How much do financial planning consultant jobs pay per year?

As of Aug 19, 2026, the average yearly pay for financial planning consultant in the United States is $96,205.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $110,000.00 per year, depending on experience, location, and employer.

What does a financial planning consultant do?

A Financial Planning Consultant helps individuals and organizations manage their financial affairs to meet long-term goals. They assess clients' current financial situations, develop comprehensive financial plans, and provide advice on investments, retirement, taxes, estate planning, and risk management. Their role often involves ongoing monitoring and adjusting of plans to ensure clients stay on track with their financial objectives. By providing tailored strategies and expert guidance, they help clients make informed financial decisions.

What are some common challenges faced by financial planning consultants when managing client expectations?

Financial Planning Consultants often encounter challenges in aligning client expectations with realistic financial outcomes, especially regarding investment returns and timelines for achieving goals. Clients may have ambitious plans or underestimate market risks, so consultants must communicate clearly, educate clients about potential volatility, and regularly review progress. Building trust and maintaining transparency is key, as is proactively addressing concerns and adjusting strategies as life circumstances or market conditions change.

What are the key skills and qualifications needed to thrive as a financial planning consultant, and why are they important?

To thrive as a Financial Planning Consultant, you need a solid background in finance, investment strategies, tax laws, and a relevant degree—often supplemented by certifications like CFP (Certified Financial Planner). Familiarity with financial planning software, portfolio management platforms, and regulatory compliance systems is typical for this role. Exceptional interpersonal skills, active listening, and the ability to explain complex concepts clearly help consultants build trust and retain clients. These competencies are crucial for delivering tailored advice, maintaining regulatory standards, and fostering long-term client relationships.

What is the difference between Financial Planning Consultant vs Financial Advisor?

AspectFinancial Planning ConsultantFinancial Advisor
CertificationsCFP, ChFC, or similarCFP, Series 7, or similar
Work EnvironmentConsults with clients on financial plans, often independently or within firmsProvides investment and financial advice, often within banks or advisory firms
Employer & Industry UsageFinancial planning firms, independent consultants, or financial advisory companiesBanking institutions, brokerage firms, or independent practices

While both roles involve advising clients on financial matters, a Financial Planning Consultant primarily focuses on creating comprehensive financial plans, whereas a Financial Advisor often emphasizes investment management and ongoing financial advice. The certifications and work environments overlap significantly, but their core functions and client interactions differ slightly.

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Financial Planning Consultant jobs near you
Infographic showing various Financial Planning Consultant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $96,205 per year, or $46.3 per hour.

Planning Consultant - Hilton Head, SC

Fidelity Investments

On-site

Full-time

Medical, Life, Retirement

Posted 9 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 150 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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