Investment Planning Consultant
Job in
Greensboro, Guilford County, North Carolina, 27497, USA
Listed on 2026-08-11
Listing for:
VaultVestor
Full Time
position Listed on 2026-08-11
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Fidelity Investments in Greensboro, NC is seeking an Investment Consultant to develop customized financial plans and strengthen client relationships. You will work with existing clients and warm leads, presenting tailored investment solutions and guiding decision-making within a local advisor team.
The role emphasizes in-person client meetings, thorough knowledge of investment products, and proactive outreach to grow the branch's client base.
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