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Wealth Planning Advisor – Client-Focused Investments
Job in
Katy, Harris County, Texas, 77494, USA
Listed on 2026-06-14
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-06-14
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Fidelity Investments is seeking an Investment Consultant to develop customized financial plans and engage with existing clients. This role emphasizes building strong relationships and providing tailored investment solutions to meet client goals.
Qualified candidates should possess FINRA Series 7 & 66 certifications or the ability to acquire them. The role offers comprehensive training and a competitive compensation package to ensure your success in helping clients secure their financial future.
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