Financial Consultant - Ft. Myers, FL
Job Description:
This job posting is for our anticipated investor center opening in the Ft. Myers, FL location in March of 2025.
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:
Series 07 - FINRA, Series 66 - FINRACategory:
SalesFidelity’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.
Average salary estimate
If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.
Join Medtronic as a Senior Sales Engineer and shape the future of healthcare technology with your technical expertise and customer-focused approach.
Become a key player at Casca, driving sales strategies in the transformation of the fintech lending industry.
As an Account Executive at Jumio, you'll play a pivotal role in acquiring new business within the Gaming industry while ensuring safe online gaming experiences.
Join Lancaster Farming as a Digital Advertising Sales Representative, driving digital marketing strategies in the agricultural sector.
Join StudyPoint as a Sales & Enrollment Coordinator and help families with academic support through personalized tutoring services in a dynamic, remote environment.
Join Zen Educate as Head of Revenue Expansion to lead growth strategies and empower educational change in Los Angeles.
Join Suntria as a Sales Representative to empower homeowners with solar energy solutions and enjoy uncapped earning potential.
Join Quantum Metric as an Account Executive, where you'll drive enterprise growth and develop valuable partnerships in a supportive remote-first environment.
Become an integral part of Zscaler's mission as a Senior Sales Engineer, where your expertise will enhance our technical sales processes and customer interactions.
Become a pivotal part of Lookout, Inc. as an Enterprise Account Development Representative, driving sales and fostering client relationships in a dynamic environment.
As a Sales Lead Generator at ARS, you will actively engage customers in retail environments to promote HVAC services while earning competitive pay with commission opportunities.
Become a key part of River North Apartments as a Leasing Consultant, enhancing customer experiences and driving property sales.
Join Halter as a Territory Manager to transform ranching practices with innovative technology and drive customer success across the Pacific Northwest.
Subscribe to Rise newsletter
🔮
Hi, I'm Risa! Your AI Career Copilot
you, just ask me below!
