Fidelity Investments
Berkeley, California
Planning Consultant - Berkeley, CA
Job details
- Location
- Berkeley, California
- Work type
- Onsite
- Compensation
- $66,000 - $125,000/yr
- Posted
- 3 weeks ago
- Apply on
- fmr.wd1.myworkdayjobs.com
About this role
FINRA Series 7 & 66 licensed or able to acquire; CFP Certification encouraged; 2+ years in financial services or related field.
What you'll do at Fidelity Investments:
- conduct appointments
- educate clients
- maintain relationships
Apply to this Planning Consultant - Berkeley, CA role at Fidelity Investments with a tailored resume on ApplyBolt.