Fidelity Investments seeks a Planning Consultant in Reno to deliver personalized financial planning and strengthen client relationships. You will conduct joint client appointments, develop a structured client contact strategy, and collaborate with the Financial Consultant or Wealth Planner to uncover opportunities.
Successful candidates bring FINRA Series 7/66 (or ability to acquire Series 66), 2+ years in financial services, and strong CFP motivation.
#J-18808-LjbffrFinancial Planning Consultant: Lasting Client Impact in reno at Unknown Company
This position is listed as full time and onsite.