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Wealth Planning Consultant; Hybrid
Job in
Grand Rapids, Kent County, Michigan, 49528, USA
Listed on 2026-02-28
Listing for:
Fidelity Investments Inc.
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in Grand Rapids, Michigan seeks a Planning Consultant to enhance client relationships and deliver individualized planning experiences. This role emphasizes collaboration with Financial Consultants, utilizing tools like Salesforce for effective client engagement. Candidates must possess FINRA Series 7 & 63, with a strong understanding of financial planning concepts. A hybrid work model is adopted, requiring onsite work bi-weekly.
Join us to shape meaningful financial strategies for our clients.
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