Jobs in Dallas, TX - Fidelity Investments

Fidelity Investments
Dallas, TX
Wealth Management

· At least 10 years of planning experience dealing with HNW individuals and families · JD preferred · CFA, CPA, CFP designation preferred · Insurance license preferred · Series 7 and 66 (or 63/65) licenses preferred or willing to obtain within 90 days of hire The Purpose of Your Role The WS reviews and analyzes ...