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