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Wealth Advisor Client‑Centered Planning
Remote / Online - Candidates ideally in
Fairfield, Fairfield County, Connecticut, 06828, USA
Listed on 2026-03-06
Fairfield, Fairfield County, Connecticut, 06828, USA
Listing for:
Fidelity Investments Inc.
Full Time, Remote/Work from Home
position Listed on 2026-03-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in Connecticut seeks a professional to nurture and guide clients through wealth management and retirement planning strategies. The role requires certifications such as FINRA Series 7 and 63, with knowledge of investment products and financial markets being essential. You'll engage directly with clients, providing tailored investment solutions and support to help reach their financial goals.
This position offers a hybrid work model and aims to enhance existing relationships while acquiring new clients.
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