Financial Planning Consultant: Proactive, Personalized Advisory
Listed on 2026-10-17
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Fidelity Investments is seeking a Financial Planning Consultant in the Salt Lake City area. You will deliver proactive, personalized financial planning and integrated solutions to Fidelity Advisory Services clients, guiding them across retirement planning, investments, and holistic portfolio strategy.
Role requires FINRA Series 7, Series 63/65/66, and an insurance license within 90 days; CFP preferred with 5+ years in financial services.
The Financial Planning Consultant:
Proactive, Personalized Advisory position in the Sales, Consulting field is open for applications.
Join Fidelity Investments Inc. and contribute to our ongoing work.
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This posting is for the Financial Planning Consultant:
Proactive, Personalized Advisory role at Fidelity Investments Inc., based in Salt Lake City, UT, United States.
We are looking to fill the Financial Planning Consultant:
Proactive, Personalized Advisory position at Fidelity Investments Inc. in Salt Lake City, UT, United States.
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