Virtual Financial Planning Consultant
Job in
Westlake, Tarrant County, Texas, USA
Listed on 2026-08-09
Listing for:
Fidelity Investments Inc.
Full Time
position Listed on 2026-08-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Fidelity Advisory Services (FAS) seeks a Financial Planning Consultant to deliver proactive, personalized planning for clients with managed portfolios within a team-based, technology-enabled environment. The role involves onboarding clients, guiding complex planning goals, and providing guidance across retirement, investments, and holistic financial strategies using Fidelity’s planning tools.
The position emphasizes delivering high-quality client experience with strong communication, and
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