Wealth & Investment Consultant (Mass Affluent)
Fidelity Investments
Fidelity Investments is seeking an Investment Consultant to develop financial plans for mass affluent clients in our Investor Center. You will focus on cultivating relationships and delivering tailored investment solutions, rather than sourcing new clients. You will work with licensed professionals (Series 7/63 or 65/66 possible) and may pursue CFP or degree. The role emphasizes education, teamwork, and long-term client success, with onsite support and comprehensive training. #J-18808-Ljbffr Fidelity Investments
Vacancy posted 2 days ago
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