Strategic Financial Planning Advisor
Job in
Covington, Virginia, 24426, USA
Listed on 2026-08-05
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-08-05
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Fidelity Investments in the United States is seeking a Financial Planning Consultant to deliver proactive, personalized financial planning and integrated solutions for Fidelity Advisory Services clients. The role emphasizes a team-based, technology-enabled model and guiding clients across retirement, investments, and holistic portfolio strategies.
Responsibilities include onboarding new clients, addressing complex planning goals, and maintaining ongoing client engagement with Zoom-based virtual
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