Client-Focused Investment Advisor & Planner
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-07-08
Listing for:
Fidelity Investments Inc.
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Fidelity Investments Inc. is seeking an Investment Consultant in Phoenix, AZ, to develop customized financial plans and engage with existing clients. The role requires a comprehensive understanding of investment solutions and a strong emphasis on communication and relationship building.
Ideal candidates should hold Series 7 & 63 licenses, with Series 65 or 66 preferred. Fidelity offers a competitive salary and benefits designed to support work-life balance.
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