Client-Centric Wealth Planner
Job in
Milford Square, Bucks County, Pennsylvania, 18935, USA
Listed on 2026-02-18
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-02-18
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Banking & Finance
Job Description & How to Apply Below
A financial services company in Pennsylvania is seeking a Financial Consultant to engage with clients and provide tailored financial planning. Ideal candidates will have a successful track record in building relationships and possess the necessary FINRA licenses. The role offers a competitive salary and comprehensive benefits, with opportunities for training and professional growth. Candidates should be committed to delivering an outstanding client experience and possess strong interpersonal skills.
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