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Planning Consultant - Austin, TX (Domain)

Fidelity InvestmentsAustin, TX

Posted Oct 12, 2026

What you’d do

Offer financial planning experiences to clients, using an engagement strategy tailored to each client's planning needs, and pursue asset consolidation, referrals, and plan implementation. Full time in Austin, TX. 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 encouraged
  • No immigration sponsorship available

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