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Wealth-Planning Investment Consultant
Job in
Greensboro, Guilford County, North Carolina, 27497, USA
Listed on 2026-08-19
Listing for:
Fidelity Investments Inc.
Full Time
position Listed on 2026-08-19
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Fidelity Investments Inc. is seeking a client-focused financial professional to develop customized planning for existing clients and warm leads, leveraging Fidelity’s planning tools.
You will guide investment decisions in clients’ best interests and strengthen relationships through proactive outreach and advisory support. The role emphasizes in-person client meetings at the branch, with training and resources designed to help you succeed in a fast-paced environment and grow your advisory
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