Jobs in Dallas, TX - Fidelity Investments

Fidelity Investments
Dallas, TX
Financial Sales

The Expertise We’re Looking For 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; 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 Fully supported by an ...

Fidelity Investments
Dallas, TX
Financial Sales

We’re Looking For FINRA Series 7 & 63 required prior to hire Series 65 and/or 66 and state registrations required within 3 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 ...