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Financial Consultant Banking & Finance

Client-Focused Financial Planner & Retirement Specialist

Job in New Haven, New Haven County, Connecticut, 06540, USA
Listing for: Fidelity Investments Inc.
Full Time position
Listed on 2026-03-13
Job specializations:
  • Finance & Banking
    Financial Consultant, Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below
A leading financial services company is seeking a Financial Consultant in New Haven, CT, to deepen relationships with clients and create intricate financial plans. The role involves personal client engagement, providing tailored financial solutions, and mentoring clients to achieve their retirement goals. Ideal candidates will hold or be willing to acquire Series 66 and should have strong relationship-building and communication skills.

The position also offers a competitive rewards package and extensive training opportunities.
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