Fidelity Investments
Westlake, Texas
Financial Planning Consultant - Westlake, TX
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Apply to Financial Planning Consultant - Westlake, TX at Fidelity InvestmentsJob details
- Location
- Westlake, Texas
- Work type
- Onsite
- Posted
- Jun 24, 2026
- Apply on
- jobs.fidelity.com
About this role
Requires Series 7, Series 63 and 65 or Series 66, insurance license within 90 days, and 5+ years of financial services experience. CFP preferred; requires strong client communication and practice management skills.
What you'll do at Fidelity Investments:
- guiding clients
- delivering advice
- managing relationships
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