Fidelity Investments Inc. in Nashua, NH seeks a Planning Consultant to deliver world-class financial planning experiences, consolidate assets, and strengthen client relationships through strategic engagement and referrals.
You will develop bespoke plans, mentor teammates, and collaborate with Fidelity’s specialists using Salesforce and other planning tools. The role requires FINRA licenses or ability to acquire Series 66, 2+ years in financial services, CFP encouraged, and a strong grasp of
#J-18808-LjbffrPlanning Consultant: Build Lifelong Client Relationships in nashua at Unknown Company
This position is listed as full time and onsite.