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Financial Consultant

Hybrid Financial Planning Consultant - Build Relationships

Job in Germantown, Shelby County, Tennessee, 38138, USA
Listing for: Fidelity Investments
Full Time position
Listed on 2026-03-12
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is looking for a Planning Consultant in Germantown, TN, to provide a world-class planning experience and deepen client relationships. The ideal candidate will have strong financial planning knowledge, be licensed or willing to obtain necessary certifications, and excel in client advocacy. You will conduct joint appointments, educate clients, and create a strategic contact approach.

This role offers a competitive salary with hybrid work arrangements.
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