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Client-First Investment Consultant & Financial Planner
Job in
Covington, Kenton County, Kentucky, 41011, USA
Listed on 2026-06-06
Listing for:
VaultVestor
Full Time
position Listed on 2026-06-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Fidelity is seeking an Investment Consultant in Cleveland, OH, to develop customized financial plans for clients. You will engage with existing clients and provide investment solutions using Fidelity’s tools, fostering strong relationships and understanding client goals.
The ideal candidate will hold FINRA Series 7 & 66 licenses or have the ability to obtain them upon hire. A degree or CFP is beneficial, and excellent interpersonal and communication skills are essential.
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