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Financial Consultant - Charlotte, NC
Fidelity InvestmentsCharlotte, NC
Posted Oct 14, 2026
What you’d do
Work face-to-face with clients in an Investor Center, providing personalized financial planning and building relationships with an existing client base. Full time. Found on the employer's careers page on Oct 17, 2026. Apply through the link.
You’ll need
- FINRA Series 7 & 66 licensed or ability to acquire Series 66
- Appropriate state registrations
- Proven success building client relationships
- Ability to present complex solutions to knowledgeable clients
Our summary of the listing. The full listing has the details.