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Senior Product & Service Consultant, Workplace Investing

Job in Roanoke, Denton County, Texas, 76299, USA
Listing for: Fidelity Investments
Full Time position
Listed on 2025-12-11
Job specializations:
  • Business
  • Finance & Banking
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 provider in Texas is seeking a Product & Service Consultant to attract and retain Workplace Investing clients. This role requires a strong knowledge of financial products and an ability to manage the sales process end-to-end. Ideal candidates should have at least 7 years of related industry experience, a Bachelor’s degree, and the Series 7 and 63 certifications.

This position is hybrid, with some onsite requirements, and offers opportunities for professional growth in a dynamic team environment.
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Position Requirements
10+ Years work experience
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