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Financial Planner — CFP Path
Job in
West Hartford, Hartford County, Connecticut, 06107, USA
Listed on 2026-08-30
Listing for:
Soteria Reinsurance Ltd.
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Fidelity Investments is seeking a Financial Consultant to engage with clients in-person, offering personalized financial planning and investment guidance. You will leverage an open architecture platform and a broad product suite while expanding relationships with an existing client base.
The role emphasizes relationship-building skills, the ability to present complex solutions, and a commitment to delivering outstanding client experiences.
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