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Wealth Planning Consultant
Job in
Franklin, Southampton County, Virginia, 23851, USA
Listed on 2026-08-24
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Fidelity Investments seeks a Planning Consultant to deliver personalized financial consultations, consolidate assets, and strengthen client relationships. You will engage clients through strategy, referrals, and thoughtful plan implementation, using Salesforce and Fidelity tools to manage outreach.
You will work onsite in a collaborative team, mentoring colleagues and delivering insights that enhance long‑term financial success for clients while upholding Fidelity's client commitment standards.
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