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Job description
Fidelity Investments Inc. is seeking a Planning Consultant to deliver personalized financial planning through client engagements, asset consolidation, and plan implementation.
You will develop engagement strategies, educate clients, and strengthen lifetime relationships with Fidelity’s offerings. The role requires FINRA Series 7 (and 66) or the ability to acquire Series 66, at least 2 years in financial services, and a strong foundation in financial planning concepts.
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Worksite address
nashua, NH, 03062, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.