Business & FinanceOn site
Planning Consultant - The Woodlands, TX
Fidelity InvestmentsThe Woodlands, TX
Posted Oct 16, 2026
What you’d do
Offer financial planning sessions to clients and build relationships through asset consolidation, referrals, and plan implementation. Full time role in The Woodlands, TX. Found on the employer's careers page on Oct 17, 2026. Apply through the link.
You’ll need
- FINRA Series 7 & 66 licensed or ability to acquire Series 66
- State registrations
- Minimum 2 years financial services or relevant experience
- CFP certification encouraged
Our summary of the listing. The full listing has the details.