Fidelity Investments
Charlotte, North Carolina
Planning Consultant - Charlotte, NC
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Apply to Planning Consultant - Charlotte, NC at Fidelity InvestmentsJob details
- Location
- Charlotte, North Carolina
- Work type
- Onsite
- Posted
- 4 weeks ago
- Apply on
- jobs.fidelity.com
About this role
Series 7 and 66 licenses with state registrations or ability to obtain Series 66, 2+ years of financial services experience, strong financial planning knowledge, client profiling, relationship-building, and outbound calling skills.
What you'll do at Fidelity Investments:
- conducting consultations
- building relationships
- mentoring associates
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