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Investment Planning Consultant

Job in Chesterfield, St. Louis city, Missouri, 63005, USA
Listing for: Fidelity Investments
Full Time position
Listed on 2026-03-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Location: Chesterfield

A leading financial services firm located in Chesterfield is seeking an Investment Consultant to develop personalized financial plans while engaging with existing clients. The ideal candidate will possess strong communication and interpersonal skills along with required financial certifications. This role emphasizes client relationships and utilizes Fidelity’s planning tools for optimal investment decisions. The position allows hybrid work with in-person requirements at the branch on alternating weeks.
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