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Touch Wealth Planning Consultant
Job in
Overland Park, Johnson County, Kansas, 66213, USA
Listed on 2026-01-03
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-01-03
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial services firm in Overland Park is looking for a Wealth Management Planning Consultant to nurture client relationships and provide exceptional service. Candidates should be FINRA Series 7 & 63 licensed, with five years of Financial Services experience. Responsibilities include handling client communications, responding to inquiries, and collaborating with Advisors for personalized financial strategies. The ideal candidate will demonstrate strong interpersonal skills and a passion for client service.
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