Fmr
Salt Lake City, Utah
Financial Planning Consultant - Salt Lake City, UT
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Apply to Financial Planning Consultant - Salt Lake City, UT at FmrJob details
- Location
- Salt Lake City, Utah
- Work type
- Onsite
- Posted
- Jul 2, 2026
- Apply on
- fmr.wd1.myworkdayjobs.com
About this role
FINRA Series 7 and Series 63/65 or 66 required; insurance license within 90 days; CFP preferred; minimum 5 years financial services experience; strong practice management, client communication, and digital meeting skills; primary residence within 90 miles of Salt Lake City regional center.
What you'll do at Fmr:
- delivering planning
- advising clients
- managing portfolios
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