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Proactive Financial Planning Advisor
Job in
Salt Lake City, Salt Lake County, Utah, 84193, USA
Listed on 2026-07-08
Listing for:
Fidelity Investments Inc.
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Fidelity Investments Inc. is seeking a Financial Planning Consultant in Salt Lake City, UT. This role focuses on delivering personalized financial planning and integrated solutions to clients. The ideal candidate will possess the FINRA Series 7 license, have a strong financial services background, and demonstrate excellent communication skills.
This position emphasizes team-based strategies and technology utilization to help clients navigate their financial goals effectively. Fidelity values diversity and inclusion, aiming to create a balanced workplace for all associates.
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