×
Register Here to Apply for Jobs or Post Jobs. X

Client-First Financial Advisor & Wealth Planner

Job in Greenwich, Fairfield County, Connecticut, 06831, USA
Listing for: Fidelity Investments
Full Time position
Listed on 2026-08-09
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 80000 - 110000 USD Yearly USD 80000.00 110000.00 YEAR
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

#J-18808-Ljbffr
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)
0
200
Filters
Education Level
Experience Level (years)
Posted in last:
Salary