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Strategic Financial Planning Consultant
Job in
Northern, Floyd County, Kentucky, USA
Listed on 2026-08-13
Listing for:
Soteria Reinsurance Ltd.
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Fidelity Investments is seeking a Planning Consultant to deliver personalized financial planning and build lifetime client relationships. You will conduct joint appointments, educate clients on Fidelity’s offerings, and create an organized contact strategy using Salesforce.
With required licenses or ability to obtain them, you will collaborate with Wealth Planners to identify suitable solutions and expand opportunities while mentoring teammates and supporting firm-wide initiatives.
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