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Wealth Management Planning Consultant - Orange County, Area
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- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed (OR ability to acquire series 65/66 upon hire) and Life Insurance license
- Degree and/or other professional certifications such as CFP are helpful
- Responding to a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning
- Seeing opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings
- Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients.
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