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Senior Financial Planning Consultant
Job in
West Hartford, Hartford County, Connecticut, 06107, USA
Listed on 2026-09-06
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-09-06
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Fidelity Investments in West Hartford, CT is seeking a Planning Consultant to deliver personalized financial planning and guidance to clients. You will conduct joint client appointments, identify opportunities through asset consolidation, referrals, and plan implementation, and maintain an organized client contact strategy.
You will collaborate with Financial Consultants/Wealth Planners, mentor associates, and use Fidelity tools like Salesforce and Glance to enhance the client experience while
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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