About this role
Financial Planning Consultant - Salt Lake City, UT at Fmr. Location: Salt Lake City, Utah, United States. Role: delivering planning, advising clients, managing portfolios Requirements: 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. Category: Sales Seniority: Senior Level Tools: Zoom Certifications: series 7, series 63, series 65, series 66, insurance, cfp Commitment: Full Time Workplace: Onsite Languages: English