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Client-Focused Investment Advisor & Planning
Job in
San Antonio, Bexar County, Texas, 78208, USA
Listed on 2026-01-11
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-01-11
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in San Antonio, TX is seeking an Entry-level Investment Consultant. You will develop customized financial plans and engage with existing clients to provide investment solutions. Strong communication skills and a comprehensive understanding of investment solutions are necessary. The ideal candidate will hold or rapidly acquire Series 7 and 66 licenses. This role supports professional growth with a focus on client relationships and offers a competitive rewards package.
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