Fidelity Investments Inc. seeks an Executive Planning Consultant I to deliver tailored wealth planning for Workplace Investing executives. You will provide financial planning, build trusted relationships, and coordinate with a team of senior consultants to serve client needs.
Key qualifications include Series 7/66 and insurance licenses, with CFP/CEP encouraged. The role supports onsite work as Fidelity transitions to more in-office operations, with travel up to 25% as required.
#J-18808-LjbffrExecutive Wealth Planner I in workfromhome at Unknown Company
This position is listed as full time and onsite.