Business & FinanceOn site
Planning Consultant - Washington, DC
Fidelity InvestmentsWashington, DC
$66,000–125,000/yr
Posted Oct 16, 2026
What you’d do
Offer financial planning experiences to clients, developing engagement strategies to meet their planning needs and strengthen relationships through asset consolidation, referrals, and plan implementation. Full time role based in Washington, DC. 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 upon hire
- State registrations
- Minimum 2 years of financial services or relevant experience
- CFP certification highly encouraged
Our summary of the listing. The full listing has the details.