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Financial Consultant Financial Advisor Financial Services

Hybrid Financial Planning Partner & Client Advisor

Remote / Online - Candidates ideally in
Stamford, Fairfield County, Connecticut, 06925, USA
Listing for: Fidelity Investments
Full Time, Remote/Work from Home position
Listed on 2026-01-24
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
A leading financial services firm is seeking a Planning Consultant to enhance client relationships through comprehensive financial planning. The successful candidate will work collaboratively with Financial Consultants to understand client needs and identify opportunities for success. Key qualifications include a FINRA Series 7 & 63 license, financial services experience, and a drive to build meaningful client relationships.

This role offers a hybrid work model, combining in-office collaboration with flexible remote work.
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