About this role
Personal Investing Licensed Professional (MW) at Fidelity Investments. Location: Westlake, Texas, United States. Role: Provide guidance, Manage accounts, Liaise customers Requirements: Series 7 certification; licensed personal investing professional; strong client relationships and wealth planning skills; experience with high-net-worth accounts. Category: Finance and Accounting Seniority: Mid Level Certifications: finra series 7 Commitment: Full Time Workplace: Hybrid Languages: English