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Financial Consultant

Wealth Planning & Investment Advisor

Job in Louisville, Jefferson County, Kentucky, 40201, USA
Listing for: The Fidelity
Full Time position
Listed on 2026-02-19
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Louisville, KY is seeking an Investment Consultant to help clients develop customized financial plans. This role involves engaging with existing clients, utilizing Fidelity’s planning tools, and providing personalized investment solutions. The ideal candidate will have strong communication skills, be licensed in Series 7 and 63, and demonstrate a commitment to client success. Supportive training and development programs are offered to foster growth and success in this position.
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