Fidelity Investments
Westlake, Texas
Planning and Advice Associate - Westlake, TX
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Apply to Planning and Advice Associate - Westlake, TX at Fidelity InvestmentsJob details
- Location
- Westlake, Texas
- Work type
- Onsite
- Posted
- Aug 7, 2026
- Apply on
- jobs.fidelity.com
About this role
Requires consultative client experience, customer engagement, financial services interest, strong communication and technology skills, and ability to complete FINRA SIE, Series 7, and Series 66 licensing.
What you'll do at Fidelity Investments:
- engaging customers
- providing guidance
- building relationships
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