- Fidelity TalentSource LLC (Bethesda, MD)
- …this role requires in-person attendance in the assigned Branch location.Certifications:Certified Financial Planner \u00AE / CFP -\u00AE - Issuing Authority, ... Job Description:Investment Consultant You joined the financial services industry to make a difference in...investment solutions and growing relationships with a dedicated local advisor . The Expertise We re Looking ForEffectively utilizing Fidelity… more
- Morgan Stanley (Easton, MD)
- …Series 65 (RA) * Complete and maintain internal Financial Planning Associate designation * Willingness to obtain CFP and/or CPWA designation ... acquired during financial planning and client discovery conversations with Financial Advisor * Assist Financial Advisors with helping their clients… more
