Fidelity Investments is seeking a Financial Planning Consultant to deliver proactive, personalized financial planning within Fidelity Advisory Services. You will guide clients across retirement, investments, and holistic planning using Fidelity tools, in a team-based, technology-enabled environment.
Required licenses include FINRA Series 7 and Series 63/65 or 66; insurance license within 90 days. CFP preferred, with 5+ years in financial services and a focus on client experience and practice
#J-18808-LjbffrPersonal Financial Planner & Advisor — Tech-Driven Guidance in charlotte at Unknown Company
This position is listed as full time and onsite.