Fmr
Portland, Maine
Planning Consultant - Portland, ME
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Apply to Planning Consultant - Portland, ME at FmrJob details
- Location
- Portland, Maine
- Work type
- Onsite
- Compensation
- $66,000 - $125,000/yr
- Posted
- 3 weeks ago
- Apply on
- fmr.wd1.myworkdayjobs.com
About this role
FINRA Series 7 & 66 (or ability to acquire Series 66), 2+ years financial services experience, CFP encouraged; strong financial planning, client relationship, outbound calling, and profiling skills.
What you'll do at Fmr:
- conducting consultations
- educating clients
- building relationships
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