Apply in 3 Minutes! Financial Consultant - Ft. Myers, FL
Company: Fidelity Investments
Location: Fort Myers
Posted on: July 10, 2025
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Job Description:
Job Description: Financial Consultant If you no longer want to
spend your time on sourcing new clients and would rather have the
time to deepen relationships and create complex financial plans,
then join a team that is a stable industry leader. Fidelity
provides a business model with an existing client base and
institutional feeders of business that is unmatched in the
industry. At Fidelity, we empower professional growth, flexibility
and support thus enabling long-term success for you and our
clients. The Purpose of Your Role Working in our Investor Center,
you will engage face-to-face with your customers, offering guidance
and personalized planning, while helping extend the reach of the
firm's brand. We fully support you with an open architecture
product platform and top resources in the financial industry, while
you nurture relationships with an existing client base. The
Expertise We’re Looking For - Previous success in building
relationships, uncovering needs and recommending solutions - FINRA
Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate
state registrations OR ability to acquire series 65/66 upon hire -
Keen ability to present complex solutions to a knowledgeable client
base while building rapport and credibility - Degree and/or other
professional certifications are helpful; if you do not already have
a CFP or degree, our Tuition Reimbursement program can help you
obtain one The Skills You Bring - Ability to thoughtfully introduce
your clients to different investment strategies and bring together
additional client assets while engaging in positive,
client-centered discussions - Being coachable, collaborative, and
curious are your "go to" attributes - Committed to delivering an
outstanding customer experience with a passion for seeing others
thrive - Motivated by results and finding solutions, you take
initiative and exceed customer expectations - Extensive knowledge
of investment solutions Our Investments in You Fidelity’s greatest
advantage is our people, and we believe it is important to approach
life holistically. We offer a competitive total rewards package,
including a stable base salary, to recognize associate
achievements. And our benefit programs are designed to help you and
your family strike the right balance. We offer training in-branch,
regionally, nationally, and virtually to help you with all aspects
of your business. You will not fail due to a lack of training or
onboarding! The Value You Deliver - Your integrity, insights,
interpersonal skills, and meticulous planning allows you to mentor
and support your customers as they look to reach their retirement
goals - Supporting our clients by providing comprehensive
investment solutions and retirement plans to meet their needs both
now and for their future - Effectively engage clients through
personal interactions, reflecting your interpersonal communication
and relationship building skills - You have a steadfast commitment
to your clients while making a positive impact in the community
Certifications: Certified Financial Planner ® / CFP-® - Issuing
Authority, Series 07 - FINRA, Series 66 - FINRA Category: Sales
Fidelity’s hybrid working model blends the best of both onsite and
offsite work experiences. Working onsite is important for our
business strategy and our culture. We also value the benefits that
working offsite offers associates. Most hybrid roles require
associates to work onsite every other week (all business days, M-F)
in a Fidelity office. Please be advised that Fidelity’s business is
governed by the provisions of the Securities Exchange Act of 1934,
the Investment Advisers Act of 1940, the Investment Company Act of
1940, ERISA, numerous state laws governing securities, investment
and retirement-related financial activities and the rules and
regulations of numerous self-regulatory organizations, including
FINRA, among others. Those laws and regulations may restrict
Fidelity from hiring and/or associating with individuals with
certain Criminal Histories.
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