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Financial Planning Consultant: Lasting Client Impact
Job in
Reno, Washoe County, Nevada, 89550, USA
Listed on 2026-08-24
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
Fidelity Investments seeks a Planning Consultant in Reno to deliver personalized financial planning and strengthen client relationships. You will conduct joint client appointments, develop a structured client contact strategy, and collaborate with the Financial Consultant or Wealth Planner to uncover opportunities.
Successful candidates bring FINRA Series 7/66 (or ability to acquire Series 66), 2+ years in financial services, and strong CFP motivation.
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