Personal Financial Planner & Advisor — Tech-Driven Guidance
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Services
Fidelity Investments is seeking a Financial Planning Consultant to deliver proactive, personalized financial planning within Fidelity Advisory Services. You will guide clients across retirement, investments, and holistic planning using Fidelity tools, in a team-based, technology-enabled environment.
Required licenses include FINRA Series 7 and Series 63/65 or 66; insurance license within 90 days. CFP preferred, with 5+ years in financial services and a focus on client experience and practice
We are currently recruiting a Personal Financial Planner & Advisor — Tech-Driven Guidance for our team in Charlotte, NC, United States.
Join us at Soteria Reinsurance Ltd. as our next Personal Financial Planner & Advisor — Tech-Driven Guidance in Charlotte, NC, United States.
This is a strong role to take on the Personal Financial Planner & Advisor — Tech-Driven Guidance role at Soteria Reinsurance Ltd.
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