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Wealth Advisor ‑Net‑Worth Clients | CFP Path
Job in
Fairfield, Fairfield County, Connecticut, 06828, USA
Listed on 2026-02-21
Listing for:
The Fidelity
Full Time
position Listed on 2026-02-21
Job specializations:
-
Finance & Banking
Financial Consultant -
Sales
Job Description & How to Apply Below
A leading investment firm is seeking a Financial Advisor to help clients with wealth management and retirement planning strategies. This role involves building long-term relationships with customers while providing personalized financial solutions. Candidates must have FINRA Series 7 and 63 certifications, with experience in managing high net worth clients being preferred. A CFP certification is a plus, and the company offers comprehensive support and a competitive compensation package.
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