National Licensed Financial Consultant (PL)

National Licensed Financial Consultant (PL) job opportunity with Fidelity, requiring FINRA Series 7 & 63 certification, experience with High Net Worth clients, and a CFP preferred. The role involves building long-term relationships with customers through wealth management and retirement planning strategies.

Requirements

• FINRA Series 7 & 63 required prior to hire
• Series 65 and/or 66 and state registrations required within 3 months of hire
• Experience with High Net Worth clients
• A CFP is preferred

Benefits

• Top compensation package with excellent benefits
• Tuition Reimbursement program