Wealth Planner: Deep Client Relationships & Complex Plans
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
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.
This is an excellent role to take on the Wealth Planner:
Deep Client Relationships & Complex Plans role at Fidelity Investments.
The position is based in West Hartford, CT, United States.
This opportunity is part of our work in Sales, Consulting.
The advertised compensation is 70..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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