Fmr
Seal Beach, California
Planning Consultant- Seal Beach, CA
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Apply to Planning Consultant- Seal Beach, CA at FmrJob details
- Location
- Seal Beach, California
- Work type
- Onsite
- Compensation
- $66,000 - $125,000/yr
- Posted
- Jul 20, 2026
- Apply on
- fmr.wd1.myworkdayjobs.com
About this role
FINRA Series 7 & 66 (or ability to acquire Series 66), minimum 2 years financial services experience, CFP encouraged, client-facing planning skills, outbound calling, and use of planning technologies.
What you'll do at Fmr:
- conducting consultations
- educating clients
- building relationships
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