Investment Planner & Client Relationships Expert
Fidelity Investments
Fidelity Investments seeks a client‑facing financial professional to develop customized financial plans for existing clients using Fidelity planning tools. You will engage with warm leads, focus on investment solutions, and grow client relationships with a dedicated local advisor. Requirements include FINRA licensing (Series 7 & 66) or ability to acquire Series 66 on hire, and a degree or CFP is helpful. This is an in‑person, branch‑based role with tuition reimbursement opportunities. #J-18808-Ljbffr Fidelity Investments
Vacancy posted 3 days ago
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