Business & FinanceEntry levelRemote
Executive Planning Consultant I - Remote
Fidelity InvestmentsRemote (US)
Posted Oct 12, 2026
What you’d do
Provide financial planning and guidance to Workplace Investing executive clients, focusing on needs like college funding, savings strategies, and early retirement planning. Full time remote role in Arizona. Found on the employer's careers page on Oct 18, 2026. Apply through the link.
You’ll need
- Series 7 and 66 licenses
- Insurance license or obtain within 6 months
- Bachelor's degree or equivalent experience preferred
- CFP designation encouraged
- CEP designation encouraged
Our summary of the listing. The full listing has the details.