Fidelity Investments
Huntersville, North Carolina
Investment Consultant - Huntersville, NC
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Apply to Investment Consultant - Huntersville, NC at Fidelity InvestmentsJob details
- Location
- Huntersville, North Carolina
- Work type
- Onsite
- Posted
- 4 weeks ago
- Apply on
- jobs.fidelity.com
About this role
Series 7 and 66 licenses or ability to acquire Series 66, state registrations, investment knowledge, financial planning skills, technology proficiency, relationship-building ability, and excellent communication.
What you'll do at Fidelity Investments:
- developing financial plans
- engaging clients
- recommending solutions
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