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Strategic Financial Planning Consultant

Job in Grand Rapids, Kent County, Michigan, 49528, USA
Listing for: Fidelity Investments
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm based in Grand Rapids, Michigan, is seeking a Planning Consultant to provide a world-class planning experience. This role involves working with clients to build effective financial plans, conducting consultations, and creating strategies to deepen relationships. Candidates must have relevant experience and relevant licenses. The ideal applicant is motivated and skilled at relationship building. A hybrid work model is offered, requiring onsite work every other week.
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