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Job description
Fidelity Investments is seeking a Financial Planning Consultant in the Charlotte, NC area. The role focuses on proactive, personalized financial planning and integrated financial solutions for Fidelity Advisory Services clients, guiding them through retirement, investments, and holistic portfolio strategies using Fidelity’s planning tools.
Ideal candidates have FINRA licenses (7 required; 63/65 or 66 licensing), an insurance license within 90 days, and 5+ years of financial services experience.
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Worksite address
mountain home, NC, 28758, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.