More jobs:
Wealth Planning Consultant; CFP
Job in
Scranton, Lackawanna County, Pennsylvania, 18512, USA
Listed on 2026-07-26
Listing for:
Soteria Reinsurance Ltd.
Full Time
position Listed on 2026-07-26
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Fidelity is seeking a Planning Consultant in Villanova, PA to provide personalized financial planning and client relationship management. You will conduct financial planning sessions, identify opportunities, and collaborate with Wealth Planners to deliver comprehensive strategies.
The role uses Salesforce and emphasizes mentoring teammates in a collaborative, onsite environment. The candidate should hold FINRA Series 7 & 66 or be able to obtain them, have 2+ years in financial services, and
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