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Wealth Planning & Investment Consultant
Job in
Gastonia, Gaston County, North Carolina, 28054, USA
Listed on 2026-08-11
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-08-11
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
Fidelity Investments is seeking a client-centered financial professional to work in our Investor Center. You will develop customized financial plans for existing clients, focusing on investment solutions and meaningful relationship growth.
You will leverage Fidelity’s planning tools and guidance resources to present suitable strategies, conduct one-on-one appointments, and proactively expand client relationships with a trusted local advisor. A FINRA license is required or obtainable on hire.
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