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Impactful Financial Planning Consultant
Job in
Northern, Floyd County, Kentucky, USA
Listed on 2026-08-24
Listing for:
Soteria Reinsurance Ltd.
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Fidelity Investments in the United States seeks a Planning Consultant to deliver personalized financial planning and strengthen client relationships. You will lead joint client appointments, develop engagement strategies, and mentor teammates while using Salesforce and other tools to organize client outreach.
With FINRA licenses or the ability to obtain Series 66, plus 2+ years in financial services, you will educate clients and identify opportunities to support long‑term financial success.
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