Fidelity Investments seeks an Executive Planning Consultant to serve senior executives within Workplace Investing. You will be the primary advisor, integrating workplace benefits with comprehensive financial plans to help clients meet short- and long-term goals.
Ideal candidates have Series 7/66, a Bachelor's degree, and a track record of selling to high-net-worth individuals. CFP preferred; CEP Level 1 encouraged within 12 months. Travel up to 50% may be required.
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