Fidelity Investments is seeking a Financial Planning Consultant to deliver proactive, personalized financial planning and integrated solutions to Fidelity Advisory Services clients. You will work in a team-based, technology-enabled model handling onboarding, complex planning, and routine portfolio management.
The role requires FINRA Series 7, Series 63/65/66, an insurance license within 90 days, CFP preferred, and at least five years in financial services.
#J-18808-LjbffrStrategic Financial Planning Advisor (Virtual) in smithfield at Unknown Company
This position is listed as full time and onsite.