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Financial Consultant Financial Advisor

Client-Focused Wealth Planner

Job in Dayton, Montgomery County, Ohio, 45444, USA
Listing for: Fidelity Investments
Full Time position
Listed on 2026-05-29
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Fidelity Investments in Dayton, Ohio is seeking a licensed financial advisor. In this role, you'll develop customized financial plans for existing clients and warm leads, utilizing Fidelity's planning tools. You'll need to be FINRA Series 7 & 66 licensed or be able to obtain Series 66 upon hire. Exceptional communication skills and relationship-building experience are key to success. Compensation includes a competitive salary and robust benefits, with training opportunities to ensure your development and success.
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