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Client-Centric Financial Planner
Remote / Online - Candidates ideally in
Humble, Harris County, Texas, 77396, USA
Listed on 2026-02-18
Humble, Harris County, Texas, 77396, USA
Listing for:
Fidelity Investments
Full Time, Remote/Work from Home
position Listed on 2026-02-18
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in Texas is seeking a Financial Consultant to engage with customers and provide personalized financial planning. You will leverage your relationship-building skills to support clients with investment solutions. The ideal candidate has relevant certifications, including Series 7, 63, and 65, and a commitment to delivering outstanding customer experience.
This role offers a competitive package and flexible working arrangements.
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