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Financial Planner – Client & Retirement Planning
Job in
Caledonia, Kent County, Michigan, 49316, USA
Listed on 2026-02-18
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-02-18
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Location: Caledonia
A financial services firm is seeking a Financial Consultant to engage clients face-to-face, delivering personalized investment guidance and planning. The role requires a strong commitment to building relationships and delivering outstanding customer experiences. Candidates should possess FINRA licenses (Series 7 & 63) and demonstrate the ability to introduce complex solutions. This position offers a competitive rewards package, training, and a hybrid work model, with onsite work every other week.
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