Client-Focused Financial Advisor | Face-to-Face Planning

Fidelity Investments; Winter Park (FL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Tuition reimbursement

In-branch training

Job summary

Fidelity Investments in Winter Park, FL seeks a Financial Consultant to engage clients in-person, mentor them with personalized planning, and expand the firm’s client base. The role focuses on building relationships and delivering tailored investment guidance within an open architecture platform.

Candidates should have FINRA Series 7 & 66 (or willingness to acquire Series 66 on hire) and a CFP or active pursuit, with extensive knowledge of investment solutions.

Qualifications

• Proven success in building relationships, uncovering needs, and recommending solutions.

Responsibilities

• Engage face-to-face with clients in Investor Center to provide mentorship and personalized planning.
• Expand the firm’s client base by leveraging existing relationships and institutional feeders of business.
• Present complex investment solutions clearly to a knowledgeable client base, building rapport and credibility.
• Support ongoing client service and education to foster long-term client success.

Skills

Relationship building

FINRA licenses

Complex solutions

CFP knowledge helpful

Education

Bachelor’s degree or equivalent

Job description

Fidelity Investments in Winter Park, FL seeks a Financial Consultant to engage clients in-person, mentor them with personalized planning, and expand the firm’s client base. The role focuses on building relationships and delivering tailored investment guidance within an open architecture platform.

Candidates should have FINRA Series 7 & 66 (or willingness to acquire Series 66 on hire) and a CFP or active pursuit, with extensive knowledge of investment solutions.