Fidelity Investments
Phoenix, Arizona
Investment Consultant - Phoenix, AZ (Biltmore)
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Apply to Investment Consultant - Phoenix, AZ (Biltmore) at Fidelity InvestmentsJob details
- Location
- Phoenix, Arizona
- Work type
- Onsite
- Posted
- Jul 22, 2026
- 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 ability, technology proficiency, relationship-building, communication, and consultative skills.
What you'll do at Fidelity Investments:
- developing financial plans
- engaging clients
- recommending solutions
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