Wealth Management Jobs - Fidelity Investments

Fidelity Investments
Houston Highland, TX
Wealth Management

The Estate Planning Specialist (EPS) is the primary resource for trust and estate planning guidance and services at Fidelity Investments. The EPS partners with Fidelity’s Financial Consultants providing estate planning guidance and education to Fidelity’s high net worth (HNW) customers. For example, the EPS, via in-person and phone consultations, will help customers: (1) identify their estate plan . . .

Fidelity Investments
Southlake, TX
Wealth Management

The Estate Planning Specialist (EPS) is the primary resource for trust and estate planning guidance and services at Fidelity Investments. The EPS partners with Fidelity’s Financial Consultants providing estate planning guidance and education to Fidelity’s high net worth (HNW) customers. For example, the EPS, via in-person and phone consultations, will help customers: (1) identify their estate plan . . .

Fidelity Investments
Clearwater, FL
Wealth Management

With your superior knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a world class investment platform. Here, you will build long-term, trusting relationships with customers by bringing them peace of mind as you guide them through wealth management and retir . . .

Fidelity Investments
San Francisco, CA
Wealth Management

Use your proven skills and expertise to create financial plans and cultivate relationships with top C-suite level executives The Expertise We’re Looking For Series 7, 63, 65 licenses required Insurance license must be obtained 6 months into role A four-year College degree required Certified Financial Planner (CFP) designation preferred Obtaining CEP Level 1 within first 12 months in role is . . .

Fidelity Investments
Palo Alto, CA
Wealth Management

Use your proven skills and expertise to create financial plans and cultivate relationships with top C-suite level executives The Expertise We’re Looking For Series 7, 63, 65 licenses required Insurance license must be obtained 6 months into role A four-year College degree required Certified Financial Planner (CFP) designation preferred Obtaining CEP Level 1 within first 12 months in role is . . .

Fidelity Investments
San Jose, CA
Wealth Management

Use your proven skills and expertise to create financial plans and cultivate relationships with top C-suite level executives The Expertise We’re Looking For Series 7, 63, 65 licenses required Insurance license must be obtained 6 months into role A four-year College degree required Certified Financial Planner (CFP) designation preferred Obtaining CEP Level 1 within first 12 months in role is . . .

Fidelity Investments
Oak Brook, IL
Wealth Management

For you, client interactions aren’t just transactions. They’re relationships that need to be nurtured. Your innate personality makes you an ideal candidate to be a Relationship Manager. The Expertise We’re Looking For Series 7, 63 & 65 and Life Insurance licenses are required Five or more years of customer service experience in the Financial Services industry Bachelor’s Degree preferred The P . . .