Client-Focused Financial Consultant & Growth Advisor

Fidelity Investments Inc.; Fort Lauderdale (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

Fidelity Investments Inc. in Fort Lauderdale invites a Financial Consultant to engage clients in-person at our Investor Center, mentorring and delivering personalized financial planning. You will work with an existing client base and benefit from Fidelity’s open architecture platform and resources.

The role emphasizes relationship-building, investment strategy discussions, and delivering exceptional customer service while supporting career growth and onsite operations.

Qualifications

• Proven success in building relationships, uncovering needs, and recommending solutions.
• FINRA licenses: Series 7 & 66 or ability to acquire Series 66 upon hire.
• Ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
• Tuition Reimbursement program to pursue CFP or degree if not already held.
• Ability to introduce clients to different investment strategies and bring in additional client assets.
• Coachable, collaborative, and curious are key attributes.
• Committed to delivering an outstanding customer experience with a passion for helping others thrive.
• Motivated by results and taking initiative to exceed customer expectations.
• Extensive knowledge of investment solutions.

Skills

Relationship skills

FINRA Licenses

Complex solutions

CFP awareness

Investment strategies

Client assets

Coachable

Customer focus

Results-driven

Investment knowledge

Job description

Fidelity Investments Inc. in Fort Lauderdale invites a Financial Consultant to engage clients in-person at our Investor Center, mentorring and delivering personalized financial planning. You will work with an existing client base and benefit from Fidelity’s open architecture platform and resources.

The role emphasizes relationship-building, investment strategy discussions, and delivering exceptional customer service while supporting career growth and onsite operations.