About this opportunity
Fidelity Investments Inc. lists this Financial Planning Consultant — Elevate Client Outcomes opportunity in spring, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Fidelity Investments Inc. seeks a Planning Consultant to deliver personalized financial planning and strengthen client relationships through asset consolidation and plan implementation.
You will engage clients, mentor teammates, and coordinate with partners using Salesforce to provide a seamless planning experience. Applicants should have FINRA licenses or be able to obtain Series 66, at least two years in financial services, and preferably CFP certification.
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Worksite address
spring, TX, 77391, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.