Strategic Financial Planning Advisor
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
Fidelity Investments is seeking a Financial Planning Consultant in the Charlotte, NC area. The role focuses on proactive, personalized financial planning and integrated financial solutions for Fidelity Advisory Services clients, guiding them through retirement, investments, and holistic portfolio strategies using Fidelity’s planning tools.
Ideal candidates have FINRA licenses (7 required; 63/65 or 66 licensing), an insurance license within 90 days, and 5+ years of financial services experience.
The Strategic Financial Planning Advisor position in the Sales, Consulting field is open for applications.
Step into the Strategic Financial Planning Advisor role at Fidelity Investments in Mountain Home, NC, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
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