Financial Planning Consultant - Charlotte, NC (REMOTE)

Job Description:Financial Planning ConsultantTo be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from one of the approved branch sites:Charlotte, NCHuntersville, NCBallantyne, NCIs it time to explore new challenges in your career?The Financial Planning Consultant delivers proactive, personalized financial planning and integrated financial solutions that help Fidelity Advisory Services (FAS) clients make confident decisions and progress toward their financial goals. Operating within a team-based, technology-enabled model, Advisors guide clients across key financial priorities such as retirement planning, investment management, development of a holistic portfolio strategy, and supporting broader financial needs using Fidelity's full suite of planning tools and solutions. Advisors will provide this support to a broad array of clients with varying needs, including onboarding recently enrolled clients, serving clients with complex planning goals, and those with more routine portfolio management needs.The Expertise We're Looking ForFINRA Series 7 requiredFINRA Series 63 and 65 or Series 66 licensedInsurance license within 90 days of hireCertified Financial Planner (CFP) preferredMinimum of 5 years of previous financial services experience; managed solutions experience preferredPlanning and Advice mindset with a solid understanding of Fidelity's offeringsAbility to deliver high-quality IQ and EQ client experience through FRM masteryProven practice management skills that drive scalable, high-impact business resultsThe Purpose of Your RoleThe role of the Financial Planning Consultant (FPC) is to support and guide Fidelity clients who have a managed portfolio. It is a direct customer contact role in which the FPC will address various aspects of clients' financial plans, including managed accounts, serving as Advisory Services' voice to the customer.The Skills You BringStrong written, verbal,