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Client-First Financial Advisor & Wealth Planner
Job in
Greenwich, Fairfield County, Connecticut, 06831, USA
Listed on 2026-08-09
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-08-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Fidelity Investments in Greenwich, CT is seeking a Client Advisor to work in our Investor Center, engaging face-to-face with clients and providing mentorship and personalized financial planning. You will nurture relationships with an existing client base, leveraging Fidelity's open architecture platform and resources to present complex investment solutions.
The role emphasizes delivering outstanding service, meeting regulatory requirements (FINRA licenses), and growing the business through trust
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