Client-Focused Financial Advisor | CFP Path & Training

Fidelity Investments; Fort Lauderdale (FL); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Tuition Reimbursement

Job summary

Fidelity Investments in Fort Lauderdale, FL is seeking a Financial Consultant to engage with clients face-to-face, delivering mentorship and personalized financial planning. You will leverage Fidelity's open-architecture platform and existing client base while helping grow relationships and assets.

The role emphasizes outstanding service, collaboration, and ongoing education. FINRA Series 7 & 66 licensing or ability to acquire Series 66 are required or obtainable upon hire; CFP is a plus and

Qualifications

• Proven success in building relationships, uncovering needs, and recommending solutions
• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• Ability to present complex solutions to a knowledgeable client base while building rapport and credibility
• Degree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one
• Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
• Coachable, collaborative, and curious are key attributes
• Committed to delivering an outstanding customer experience with a passion for seeing others thrive
• Motivated by results and finding solutions, takes initiative and exceeds customer expectations
• Extensive knowledge of investment solutions

Responsibilities

• Engage face-to-face with clients, providing mentorship and personalized planning
• Help expand the reach of Fidelity with an existing client base and institutional feeders of business
• Present investment solutions with clarity and build credibility with clients
• Support ongoing client service and ensure a high level of customer experience

Job description

Fidelity Investments in Fort Lauderdale, FL is seeking a Financial Consultant to engage with clients face-to-face, delivering mentorship and personalized financial planning. You will leverage Fidelity's open-architecture platform and existing client base while helping grow relationships and assets.

The role emphasizes outstanding service, collaboration, and ongoing education. FINRA Series 7 & 66 licensing or ability to acquire Series 66 are required or obtainable upon hire; CFP is a plus and