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Personal Investing Licensed Professional (SW)

Fidelity Investments
Posted 5 months ago, valid for 6 days
Location

Westlake, TX, US

Salary

Competitive

Contract type

Full Time

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Job Description:

Investor Center roles: Financial Representative, Relationship Manager, Investment Consultant, Financial Consultant

Regional Center roles: WPA, WPC1, CRM, ISR, CMR

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Series 07 - FINRA

Category:

Customer Service, Relationship Management, Sales

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.




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