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Wealth Planning Advisor – Client-Focused Investments

Job in Katy, Harris County, Texas, 77494, USA
Listing for: Fidelity Investments
Full Time position
Listed on 2026-06-14
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
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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