More jobs:
Investment Planner & Client Relationships Expert
Job in
Huntersville, Mecklenburg County, North Carolina, 28078, 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, Portfolio & Asset Management, Financial Sales
Job Description & How to Apply Below
Fidelity Investments seeks a client‑facing financial professional to develop customized financial plans for existing clients using Fidelity planning tools. You will engage with warm leads, focus on investment solutions, and grow client relationships with a dedicated local advisor.
Requirements include FINRA licensing (Series 7 & 66) or ability to acquire Series 66 on hire, and a degree or CFP is helpful. This is an in‑person, branch‑based role with tuition reimbursement opportunities.
#J-18808-LjbffrTo 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).
(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:
×