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Client-Focused Financial Planner & Relationship Builder
Job in
Overland Park, Johnson County, Kansas, 66213, USA
Listed on 2026-07-16
Listing for:
Fidelity Investments Inc.
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Fidelity Investments Inc. is seeking a Financial Consultant to engage face‑to‑face with clients in the Investor Center, delivering guidance, tailored financial plans, and deeper relationships. You’ll leverage an open architecture platform and strong resources to support growth and client outcomes.
In this role, you’ll build rapport, present investment strategies, and help clients protect and grow their assets while staying compliant with FINRA requirements and company standards.
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