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Wealth Planning Consultant
Job in
Virginia Beach, Virginia, 23450, USA
Listed on 2026-06-26
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Fidelity Investments is seeking a Planning Consultant in Virginia Beach, VA. This position requires a strong understanding of financial planning concepts and aims to build long-term client relationships while offering a world-class planning experience.
Candidates should have FINRA Series 7 & 66 licensing, with at least 2 years of relevant experience in financial services. The successful applicant will not only conduct financial planning but also support client relationships through innovative technologies.
Fidelity offers a competitive total rewards package designed to help you achieve a balanced life.
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