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Investment Consultant
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- FINRA Series 7 & 63 required prior to hire
- Series 65 and/or 66 and state registrations required within 3 months of hire
- A CFP is preferred if you don t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it
- Working in our Investor Center, you will offer mentorship and personalized financial planning to customers in a face to face setting, and help to extend the reach of Fidelity s brand.
- Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
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