Strategic Financial Planning Consultant
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Fidelity Investments is seeking a Financial Planning Consultant in the Charlotte, NC area. This on-site role supports Fidelity Advisory Services clients with proactive, personalized financial planning and integrated solutions using Fidelity’s planning tools.
You will guide clients through retirement, investments, and lifetime planning, leveraging a team-based, technology-enabled model to deliver high-quality advice and a scalable client experience.
This role, Strategic Financial Planning Consultant at Fidelity Investments Inc., could be your next career step.
The following opportunity is for a Strategic Financial Planning Consultant with Fidelity Investments Inc.
Our group is growing, and we are hiring a Strategic Financial Planning Consultant in NC, United States.
This Full Time opportunity is for the Strategic Financial Planning Consultant role at Fidelity Investments Inc.
We are seeking a motivated Strategic Financial Planning Consultant to join Fidelity Investments Inc. in NC, United States.
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