In-Person Investment Advisor & Planning Expert
Fidelity Investments
Fidelity Investments seeks a client-focused financial professional to work in our Investor Center in Providence, RI, delivering customized financial plans using Fidelity’s planning tools and a broad range of products. You will engage with existing clients and warm leads, aiming to deepen relationships and provide investment solutions with sound judgment. This in-person role requires FINRA licenses or the ability to obtain Series 66, along with a CFP or commitment toward certification, and offers #J-18808-Ljbffr Fidelity Investments
Vacancy posted 2 days ago
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