• Search Title Only

Investment Consultant - Roseville, CA - Requisition #: 1703052-567472 - (Chicago, IL)

You joined the financial services industry to make a difference in the lives of your clients through comprehensive, needs-based financial planning. Your ability to foster strong relationships is as instinctive as your passion for success. Come join a company dedicated to the financial well-being of its customers. At Fidelity, we give you the tools so you can create your future. The Ability We're Looking For • FINRA Series seven & 63 required prior to hire • Series 65 and/or 66 and state registrations required within three months of hire • A CFP is preferred; if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it! The Purpose of Your Role You will develop financial plans customized to the needs of Fidelity's mass affluent investors through a broad spectrum of products and services.


ADVERTISEMENT

Posted in Chicago, IL, Business & Management
From oodle.com - 1 month ago