Fidelity Investments
Greenville, South Carolina
Planning Consultant - Greenville, SC
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Apply to Planning Consultant - Greenville, SC at Fidelity InvestmentsJob details
- Location
- Greenville, South Carolina
- Work type
- Onsite
- Posted
- 3 weeks ago
- Apply on
- jobs.fidelity.com
About this role
FINRA Series 7 and 66 licenses, state registrations, and 2+ years of financial services experience. Requires financial planning knowledge, client profiling, relationship building, and outbound calling.
What you'll do at Fidelity Investments:
- consulting clients
- building relationships
- mentoring associates
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