Planning Consultant
Fidelity Investments
Job Description: Through your integrity and adherence to Fidelity’s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity. As a Planning Consultant, you will provide...
Last checked on May 3, 2026. We may earn a commission when you click through.
Planning Consultant
Fidelity Investments
Updated 13 days agoYou'll be redirected to builtin.com
About this role
Fidelity Investments is a leading financial services firm known for its commitment to client relationships and innovative planning solutions.
About the Company
Fidelity Investments is a leading financial services firm committed to helping clients achieve their financial goals.
Key Highlights
- ✓ Requires FINRA Series 7 & 66 licenses or ability to obtain Series 66 upon hire.
- ✓ Minimum of 2 years in financial services or related experience.
- ✓ Focus on building and maintaining long-term client relationships.
💡 Honest Take: This role is great for those with a finance background looking to deepen client engagements. Just be ready for the pressure of meeting client expectations.
You'll be redirected to builtin.com
You might also like
Entry Level Lawn Care Technician
Lawn Doctor / Holiday Lighting Heroes West Lake County · Griffith
Related Articles
Debunking Common Myths About Manufacturing Jobs
Think you know everything about factory work? These myths might surprise you. Learn the realities and find the right job for you.
Security Jobs in New York: Top Picks for This April
Discover top security job opportunities in New York this spring. From budget-friendly picks to premium positions, here's where to look and what to avoid.
Where the Best Project Management Jobs Pay Off in April 2026
Discover which project management roles offer the best salaries this spring and how they compare. From architectural millwork to SaaS management, find your next career move with our top picks.
Receptionist vs Controller: Which Finance Job Fits You in Phoenix?
Phoenix is buzzing with finance jobs this April. Compare Receptionist and Controller roles to find the best fit for your career goals.
Why These Admin Jobs Are the Best for Remote Work in April
Explore top admin roles perfect for those seeking remote work flexibility this spring. From part-time research panels to receptionist gigs, find out which roles offer the best pay and perks.
Smart Hiring: Top Teaching Jobs in Phoenix This Spring
Discover the best teaching jobs in Phoenix this April, with insights on pay, flexibility, and work-life balance. Whether you're just starting or looking for a change, we've got you covered.