Financial Planning Consultant | Build Lasting Relationships
Soteria Reinsurance Ltd.
Fidelity Investments is seeking a Planning Consultant to deliver personalized financial consultations, build lifelong client relationships, and support planning strategies alongside Financial Consultants. You will organize client engagement plans and educate clients using Fidelity tools and Salesforce to help reach long‑term goals. Required or preferred credentials include FINRA Series 7 & 66 (or ability to obtain Series 66 on hire), a minimum of 2 years in financial services, and CFP #J-18808-Ljbffr Soteria Reinsurance Ltd.
Vacancy posted 2 days ago
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