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Financial Planning Consultant: Client Relationships

Job in Winter Park, Orange County, Florida, 32792, USA
Listing for: Fidelity Investments Inc.
Full Time position
Listed on 2026-06-10
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Financial Planning Consultant: Grow Client Relationships

Fidelity Investments Inc. is seeking a Planning Consultant in Winter Park, Florida. In this role, you will provide world-class planning experiences and deepen client relationships by utilizing financial planning concepts and tools. You’ll conduct consultations, build meaningful relationships with clients, and support the success of your peers.

The ideal candidate must have FINRA Series 7 & 63 licenses, financial services experience, and a degree or certification in financial planning. Join Fidelity to make a lasting impact on clients' financial futures!

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