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Wealth Planning Specialist
Job in
Channahon, Will County, Illinois, 60410, USA
Listed on 2026-01-12
Listing for:
Kappaalphapsi1911
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services company is seeking a Planning Consultant who will provide a premier planning experience to clients in Channahon, Illinois. This role involves deepening client relationships through financial planning and consultations while utilizing innovative technologies. The ideal candidate will possess strong financial planning knowledge, certifications such as FINRA Series 7 and 63, and the ability to build meaningful client relationships.
This position offers a hybrid work model, requiring some on-site presence at Fidelity offices.
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