Fidelity Investments
Westlake, Texas
Investment Management Consultant II - Westlake, TX
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Apply to Investment Management Consultant II - Westlake, TX at Fidelity InvestmentsJob details
- Location
- Westlake, Texas
- Work type
- Onsite
- Posted
- Jun 1, 2026
- Apply on
- fmr.wd1.myworkdayjobs.com
About this role
FINRA Series 7 & 66 (or ability to obtain), 4+ years financial services, Bachelor’s degree (CFP preferred), knowledge of managed accounts, strong sales and client relationship skills.
What you'll do at Fidelity Investments:
- Manage accounts
- Advise clients
- Conduct reviews
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