Executive Wealth Planner
Listed on 2026-11-01
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Fidelity Investments Inc. seeks an Executive Planning Consultant I to deliver tailored wealth planning for Workplace Investing executives. You will provide financial planning, build trusted relationships, and coordinate with a team of senior consultants to serve client needs.
Key qualifications include Series 7/66 and insurance licenses, with CFP/CEP encouraged. The role supports onsite work as Fidelity transitions to more in-office operations, with travel up to 25% as required.
Are you ready to take on the Executive Wealth Planner I role at Fidelity Investments Inc.?
Our group is growing, and we are hiring a Executive Wealth Planner I in Yuma, AZ, United States.
This opening is for the Executive Wealth Planner I role at Fidelity Investments Inc.
We are seeking a motivated Executive Wealth Planner I to join Fidelity Investments Inc. in Yuma, AZ, United States.
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