Planning Consultant: Build Lifelong Client Relationships
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
Fidelity Investments Inc. in Nashua, NH seeks a Planning Consultant to deliver world-class financial planning experiences, consolidate assets, and strengthen client relationships through strategic engagement and referrals.
You will develop bespoke plans, mentor teammates, and collaborate with Fidelity’s specialists using Salesforce and other planning tools. The role requires FINRA licenses or ability to acquire Series 66, 2+ years in financial services, CFP encouraged, and a strong grasp of
The Planning Consultant:
Build Lifelong Client Relationships role at Fidelity Investments Inc. is now open for applications in Nashua, NH, United States.
Full responsibilities and requirements are described in the listing above.
Learn more about the Planning Consultant:
Build Lifelong Client Relationships role in the description above.
We appreciate your interest in this position.
Join Fidelity Investments Inc. and contribute to our ongoing work.
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