Fidelity Investments
Katy, Texas
Investment Consultant - Katy, TX
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Apply to Investment Consultant - Katy, TX at Fidelity InvestmentsJob details
- Location
- Katy, Texas
- Work type
- Onsite
- Posted
- Jun 24, 2026
- Apply on
- jobs.fidelity.com
About this role
FINRA Series 7 and 66 licenses or ability to obtain Series 66, state registrations, investment knowledge, client relationship skills, and strong communication. A degree or CFP is helpful.
What you'll do at Fidelity Investments:
- developing financial plans
- educating clients
- growing relationships
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