Wealth & Investment Consultant; Mass Affluent
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Analyst
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.
The following position is for a Wealth & Investment Consultant (Mass Affluent) with Fidelity Investments.
Are you ready to take on the Wealth & Investment Consultant (Mass Affluent) role at Fidelity Investments?
We would love to welcome a new Wealth & Investment Consultant (Mass Affluent) to our organisation in Troy, MI, United States.
For the Wealth & Investment Consultant (Mass Affluent) position at Fidelity Investments, we are reviewing applications now.
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