Personal Investing Licensed Professional (MW)

As a Personal Investing Licensed Professional, you will provide consultative investment and financial planning guidance to high-net-worth clients, manage client accounts, and act as a liaison between customers and Fidelity to drive customer satisfaction.

Requirements

• Series 07 - FINRA certification
• Experience in sales, wealth planning, and customer service
• Ability to build relationships and provide consultative guidance to clients

Benefits

• Competitive salary and benefits package
• Opportunities for career growth and development
• Collaborative and supportive work environment