Financial Planning Consultant — Durham, NC
NOUVELLE CALÉDONIE, FRANCE
il y a 1 jour
Fidelity's Investor Center seeks a client-focused professional to develop customized financial plans for existing clients and warm leads, using planning tools and sound judgment to present investment solutions and strengthen relationships with a local advisor.
The role requires FINRA Series 7 & 66 licenses (or ability to obtain) and strong communication and consultative skills. Tuition reimbursement is available for CFP; onsite work at the assigned branch is required.
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Entreprise
Dormont Manufacturing Co
Plateforme de publication
WHATJOBS
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