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Investment Consultant
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- Growing relationships through proactive outreach, you seek to understand clients goals and objectives and refer them to a wealth management partner based on needs and financial complexity
- Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire
- Degree and/or other professional certifications such as a CFP are helpful; if you don t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!
- Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA
- Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients.
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