Fmr
Katy, Texas
Investment Consultant - Katy, TX
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Apply to Investment Consultant - Katy, TX at FmrJob details
- Location
- Katy, Texas
- Work type
- Onsite
- Posted
- 1 week ago
- Apply on
- fmr.wd1.myworkdayjobs.com
About this role
FINRA Series 7 & 66 required (or ability to acquire Series 66 upon hire), state registrations as appropriate, strong investment product knowledge, client relationship and consultative skills, proficiency with planning tools and technology; CFP or degree helpful.
What you'll do at Fmr:
- developing plans
- engaging clients
- presenting solutions
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