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Financial Planning Consultant — Client Wealth
Job in
Grand Blanc, Genesee County, Michigan, 48480, USA
Listed on 2026-07-04
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-07-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Fidelity Investments in Grand Blanc, Michigan is seeking a skilled Planning Consultant to deliver exceptional financial planning services and foster lasting client relationships. This role involves collaboratively working with financial consultants while utilizing innovative technologies to enhance client engagement.
The ideal candidate should demonstrate profound knowledge of financial planning concepts and possess the necessary licenses, such as FINRA Series 7 & 66. A commitment to achieving clients' success is vital for this position, along with the motivation for continuous relationship-building.
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