California or Merrimack
Vice President, Executive Planning Consultant - Northern California
Job details
- Location
- California or Merrimack
- Work type
- Remote
- Compensation
- $96,000 - $210,000/yr
- Posted
- 1 week ago
- Apply on
- fmr.wd1.myworkdayjobs.com
About this role
Bachelor's degree required; Series 7 and 66 licenses required (obtainable); insurance license within 6 months; 10+ years face-to-face investment sales and financial planning; travel up to 50%; CFP preferred.
What you'll do at Fidelity Investments:
- providing financial planning
- managing client relationships
- developing new business
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