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Job description
Fidelity Investments seeks a Planning Consultant in Reno to deliver personalized financial planning and strengthen client relationships. You will conduct joint client appointments, develop a structured client contact strategy, and collaborate with the Financial Consultant or Wealth Planner to uncover opportunities.
Successful candidates bring FINRA Series 7/66 (or ability to acquire Series 66), 2+ years in financial services, and strong CFP motivation.
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Worksite address
reno, NV, 89550, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.