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Financial Planning Consultant- Build Lifelong Relationships
Job in
Chesterfield, St. Louis city, Missouri, 63005, USA
Listed on 2026-02-01
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services company is seeking a Planning Consultant to deliver exceptional planning experiences to clients. The role involves building strong client relationships, conducting consultations, and utilizing financial planning tools. Candidates should have relevant licenses such as FINRA Series 7 & 63, along with financial services experience, and a strong desire to help clients achieve their financial goals. This hybrid position requires onsite work every other week.
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