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Financial Planner & Client Relationship Leader
Job in
St. Louis, Saint Louis, St. Louis city, Missouri, 63105, USA
Listed on 2026-07-18
Listing for:
Fidelity
Full Time
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Fidelity Investments in the United States seeks a Financial Consultant to engage face-to-face with clients in an Investor Center, offering guidance and personalized planning.
You will build relationships with an existing client base, present investment solutions and retirement plans, and leverage an open architecture platform to help clients reach their goals. The role emphasizes sound financial planning and exceptional client service.
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