Wealth & Investment Consultant; Mass Affluent
Job in
Troy, Oakland County, Michigan, 48083, USA
Listed on 2026-07-10
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Fidelity Investments is seeking an Investment Consultant to develop financial plans for mass affluent clients in our Investor Center. You will focus on cultivating relationships and delivering tailored investment solutions, rather than sourcing new clients.
You will work with licensed professionals (Series 7/63 or 65/66 possible) and may pursue CFP or degree. The role emphasizes education, teamwork, and long-term client success, with onsite support and comprehensive training.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×