Financial Consultant - Ft. Lauderdale, FL

Fidelity(1 month ago)

HybridFull TimeMedior$69,723 - $93,834 (estimated)Sales

About this role

A Financial Consultant at Fidelity works from an Investor Center, meeting clients face-to-face to provide personalized financial guidance and planning. The role focuses on deepening relationships within an existing client base supported by Fidelity’s platform, resources, and training programs. This position contributes to strengthening Fidelity’s brand presence while helping clients work toward long-term goals such as retirement.

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Required Skills

Client Relationship Management
Financial Planning
Investment Strategies
Retirement Planning
Needs Analysis
Solution Recommendation
Client Consulting
Asset Gathering
Presentation Skills
Customer Experience

+2 more

Qualifications

FINRA Series 7
FINRA Series 63
FINRA Series 65
FINRA Series 66
CFP

About Fidelity

fidelity.com

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.

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