Business & FinanceOn site
Planning Consultant - West Hartford, CT
Fidelity InvestmentsWest Hartford, CT
$66,000–125,000/yr
Posted Oct 12, 2026
What you’d do
Offer financial planning sessions to clients, develop engagement strategies for each client's planning needs, and strengthen relationships through asset consolidation, referrals, and plan implementation. Full time; no immigration sponsorship provided. Found on the employer's careers page on Oct 18, 2026. Apply through the link.
You’ll need
- FINRA Series 7 & 66 licensed or ability to acquire Series 66
- Appropriate state registrations
- Minimum 2 years of financial services or relevant experience
- CFP certification highly encouraged
- No immigration sponsorship available
Our summary of the listing. The full listing has the details.