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Planning Consultant - Cleveland East, OH
Fidelity InvestmentsOrange, OH
Posted Oct 23, 2026
What you’d do
Provide planning services to clients including asset consolidation, referrals, and plan implementation. Develop engagement strategies to meet client needs and build long-term relationships. Full-time position in Cleveland East, OH. Found on the employer's careers page on Oct 23, 2026. Apply through the link.
You’ll need
- FINRA Series 7 & 66 license or ability to acquire Series 66 upon hire
- Minimum 2 years financial services or relevant experience
- CFP® Certification highly encouraged
Our summary of the listing. The full listing has the details.