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Wealth Planner: Deep Client Relationships & Complex Plans
Job in
West Hartford, Hartford County, Connecticut, 06107, USA
Listed on 2026-08-29
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
Job Description & How to Apply Below
Fidelity Investments in West Hartford, CT seeks a Financial Consultant to deepen client relationships, provide personalized financial planning, and extend the firm’s reach with an existing client base. The role emphasizes face-to-face engagement, sophisticated planning, and a proactive, client-centered approach.
Candidates should have strong relationship-building skills, knowledge of investment solutions, and FINRA licenses (Series 7 & 66) or the ability to obtain Series 66 on hire.
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