Strategic Financial Planner
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
Fidelity Investments Inc. is seeking a Planning Consultant to deliver personalized financial consultations and strengthen client relationships through asset consolidation, referrals, and plan implementation.
You will use Salesforce and Fidelity tools to manage client engagement and mentor colleagues within a collaborative team. The role emphasizes delivering world-class planning experiences, building lifetime client relationships, and aligning with Fidelity’s client commitment standards.
The Strategic Financial Planner role at Fidelity Investments Inc. is now open for applications in Portsmouth, NH, United States.
This is an excellent opportunity to take on the Strategic Financial Planner role at Fidelity Investments Inc.
As a Strategic Financial Planner, you will play an important part at Fidelity Investments Inc. in Portsmouth, NH, United States.
We invite applications for the Strategic Financial Planner position located in Portsmouth, NH, United States.
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