Business & FinanceOn site
Planning Consultant- Seal Beach, CA
Fidelity InvestmentsSeal Beach, CA
$66,000–125,000/yr
Posted Oct 16, 2026
What you’d do
Offer financial planning experiences to clients, develop engagement strategies for each client's planning needs, and strengthen relationships through asset consolidation, referrals, and plan implementation. Full time. 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
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