Fmr
New York City, New York
Investment Consultant - Upper West Side, NY
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Apply to Investment Consultant - Upper West Side, NY at FmrJob details
- Location
- New York City, New York
- Work type
- Onsite
- Compensation
- $59,000 - $74,000/yr
- Posted
- Jun 29, 2026
- Apply on
- fmr.wd1.myworkdayjobs.com
About this role
FINRA Series 7 & 66 required (or ability to acquire Series 66 upon hire), proficiency with Fidelity planning/guidance tools, strong communication and consultative skills; degree/CFP helpful.
What you'll do at Fmr:
- developing plans
- engaging clients
- presenting solutions
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