Executive Wealth Planner
Listed on 2026-10-30
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
Fidelity Investments Inc. seeks an Executive Planning Consultant I to deliver tailored wealth planning for Workplace Investing executives. You will provide financial planning, build trusted relationships, and coordinate with a team of senior consultants to serve client needs.
Key qualifications include Series 7/66 and insurance licenses, with CFP/CEP encouraged. The role supports onsite work as Fidelity transitions to more in-office operations, with travel up to 25% as required.
Consider building your career as a Executive Wealth Planner I at Fidelity Investments Inc.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
This is a Full Time role.
The position is based in Yuma, AZ, United States.
This opportunity is part of our work in Sales, Consulting.
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