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Workplace Financial Planner – Advice & Workshops
Job in
Gaithersburg, Montgomery County, Maryland, 20883, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Fidelity Investments in Maryland is seeking a Financial Planning & Investment Advisor to deliver 1:1 planning and advice to plan participants, both virtually and in-person. You will use the Fidelity Relationship Model to educate participants through workshops and one-on-many sessions, and you will engage in ongoing planning with plan sponsors.
The role requires a BA, 3+ years in financial services, and Series 7/66 (or S63/S65); travel up to 50% is expected.
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