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Client-Centric Financial Planner

Fidelity Investments Inc., New Haven, CT, United States


Fidelity Investments Inc. is looking for a Financial Consultant in New Haven, Connecticut. This role involves engaging with customers, providing personalized financial planning, and utilizing extensive investment knowledge to build relationships. Must hold FINRA Series 7 and 66 licenses or be able to acquire them. The position offers a hybrid work model allowing for in-office work every other week, and a robust training program ensures an excellent onboarding experience. Comprehensive benefits and a competitive salary package are included.
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