LOCATION: Thousand Oaks, CA JOBS - Fidelity Investments

Financial Consultant - Thousand Oaks, CA Thousand Oaks, CA

rement planning strategies. 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 oRead More