Financial Consultant

7 days ago

Fort Myers, FL, United States Fidelity Investments Full time

Join a leading firm where you can focus on deepening client relationships and creating sophisticated financial plans, rather than sourcing new clients. At Fidelity, we offer a unique business model with access to an existing client base and institutional business channels that stand out in the industry. We empower you to grow professionally, offering flexibility and support for your long-term success and that of our clients.

Your Role: In our Investor Center, you'll have the opportunity to engage with clients face-to-face, providing personalized guidance and planning that extends the reach of our brand. We fully support you with a versatile product platform and premier resources in the financial sector as you build and nurture relationships with our established client base.

Qualifications We're Seeking:

  • Proven track record in relationship building, needs assessment, and solution recommendation.
  • Licenses: FINRA Series 7 & 63; Series 65 or 66; or the ability to acquire the Series 65/66 post-hire.
  • Strong capacity for presenting complex solutions to an informed clientele, while establishing rapport and credibility.
  • A degree and/or professional certifications are beneficial; if you don’t hold a CFP or degree, our Tuition Reimbursement program can support you in obtaining one.

Skills You Bring:

  • Ability to introduce clients to diverse investment strategies and integrate additional client assets through engaged, client-focused discussions.
  • Attributes like coachability, collaboration, and curiosity are essential.
  • Dedication to delivering exceptional customer experiences, with a genuine interest in client success.
  • Results-oriented, with a proactive approach to exceeding customer expectations.
  • Comprehensive knowledge of investment solutions.

Our Commitment to You: At Fidelity, our people are our greatest asset. We prioritize a holistic approach to life and offer a competitive total rewards package that includes a stable base salary, recognizing your achievements. Our robust benefits programs are designed to support you and your family in achieving work-life balance. You will receive extensive training, in-branch, regionally, nationally, and virtually, ensuring you are fully equipped for success from day one.

Your Impact:

  • Your integrity, insights, interpersonal skills, and careful planning will empower you to mentor clients as they pursue their retirement goals.
  • Provide clients with comprehensive investment and retirement planning solutions that align with their current and future needs.
  • Engage clients effectively through personal interactions, showcasing your communication and relationship-building expertise.
  • Demonstrate commitment to clients and positively impact the community.

Please note that most roles at Fidelity are Hybrid, requiring associates to be onsite every other week (all business days, Monday through Friday) at a Fidelity office, which does not apply to Remote or fully Onsite roles.

Be aware that Fidelity's operations are governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, and various state laws, regulations, and self-regulatory organizations including FINRA. These regulations may impact Fidelity's ability to hire individuals with specific Criminal Histories.

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