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Financial Consultant Wealth Management

Senior Wealth Planning Consultant

Job in Greenwich, Fairfield County, Connecticut, 06831, USA
Listing for: Fidelity Investments
Full Time position
Listed on 2025-12-29
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management
Job Description & How to Apply Below
A leading financial services company in Greenwich, Connecticut, is seeking a motivated individual to build long-term relationships with clients through wealth management and retirement strategies. Candidates should have FINRA Series 7 & 63 certifications prior to hire and experience with High Net Worth clients. This hybrid position offers comprehensive investment guidance and extensive support from a professional team, along with an attractive compensation package and benefits.
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Position Requirements
10+ Years work experience
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