Fmr
Greenville, Delaware

Planning Consultant - Greenville, DE

OnsitePosted 2 weeks ago

Job details

Location
Greenville, Delaware
Work type
Onsite
Posted
2 weeks ago
Apply on
fmr.wd1.myworkdayjobs.com

About this role

FINRA Series 7 & 66 licensed or ability to acquire Series 66; minimum 2 years financial services experience; CFP certification encouraged.

What you'll do at Fmr:

  • Conducting appointments
  • Educating clients
  • Organizing contacts

Apply to this Planning Consultant - Greenville, DE role at Fmr with a tailored resume on ApplyBolt.

About Fmr

Fmr
Greenville, Delaware