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 ...