Fidelity Investments in the United States seeks a results-driven financial advisor to deepen client relationships, guide wealth management strategies and expand client assets. You will work with an open architecture platform and top resources to deliver personalized investment solutions.
The role requires FINRA licenses (Series 7 & 63; Series 65/66 within 3 months) and experience with high-net-worth clients; CFP is preferred, with tuition reimbursement available to pursue it.
#J-18808-LjbffrWealth Management Advisor for High-Net-Worth Clients in spring at Unknown Company
This position is listed as full time and onsite.