Monetary strategy and planning consultant
NaplesFidelity Investments
...as you guide them through wealth management and retirement planning strategies The Expertise FINRA Series 7 & 63 required prior to hire Series 65 and/or 66 and state registrations required within 3 months of hire Experience with High Net Worth clients A CFP is preferred if you don’t already have your CFP, our Tuition [...]
Job Type: Full-time
Category Management & Consulting