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Client-Centric Financial Advisor & Planner
Job in
Greenwich, Fairfield County, Connecticut, 06831, USA
Listed on 2026-08-08
Listing for:
Fidelity Investments Inc.
Full Time
position Listed on 2026-08-08
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Fidelity Investments Inc. seeks a client-focused financial professional to engage face-to-face with clients in our Investor Center.
You will mentor clients, provide personalized planning, and expand the firm's brand within an established client base. Successful candidates bring FINRA Series 7 & 66 (or eligibility to acquire Series 66 on hire), strong investment knowledge, and a passion for delivering exceptional customer experiences.
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