Job summary
Job post source
This job is directly from Fidelity Investments
Job overview
The Financial Consultant role at Fidelity Investments involves deepening client relationships and creating complex financial plans to support clients' retirement and investment goals.
Responsibilities and impact
The consultant will engage face-to-face with clients, provide personalized financial guidance, recommend investment solutions, and nurture existing client relationships to extend the firm's brand reach.
Compensation and benefits
The position offers a competitive total rewards package including a stable base salary, comprehensive benefits, and extensive training and onboarding support.
Experience and skills
Candidates should have FINRA Series 7 and 63 licenses, Series 65 or 66 licenses or the ability to obtain them, success in relationship building, investment knowledge, and preferably a degree or CFP certification, with tuition reimbursement available.
Career development
Fidelity supports professional growth through training at various levels and tuition reimbursement programs to obtain certifications like CFP.
Work environment and culture
The company promotes a hybrid work model balancing onsite and remote work, values integrity, collaboration, and client-centered service, and fosters a supportive and flexible environment.
Company information
Fidelity Investments is a stable industry leader in financial services, offering an open architecture product platform and extensive resources to support clients and employees.
Team overview
The role is based in an Investor Center team focused on client engagement and personalized financial planning, supported by regional and national training resources.
Job location and travel
The position is located in Ft. Myers, FL, with a hybrid work model requiring onsite presence every other week on business days.
Unique job features
The job features a unique business model with an existing client base and institutional feeders, comprehensive training, and a strong emphasis on long-term client relationships and professional development.
Company overview
Fidelity Investments is a multinational financial services corporation that provides investment management, retirement planning, portfolio guidance, brokerage, and benefits outsourcing services. Founded in 1946 by Edward C. Johnson II, the company has grown to become one of the largest asset managers in the world, with a diverse range of mutual funds and financial products. Fidelity generates revenue through management fees, brokerage commissions, and advisory services. The firm is known for its innovative technology solutions and commitment to customer service, making it a leader in the financial industry.
How to land this job
Position your resume to highlight your relationship-building skills and experience in delivering complex financial plans, showcasing your ability to deepen client engagements rather than just sourcing new clients.
Emphasize your FINRA Series 7 & 63 licenses and your readiness or ability to acquire Series 65/66 licenses, along with any relevant certifications like CFP or willingness to pursue them through Fidelity's Tuition Reimbursement program.
Apply through multiple channels including Fidelity Investments' corporate career site, LinkedIn, and other job boards to maximize your visibility for the Financial Consultant role in Ft. Myers, FL.
Connect with current Financial Consultants or team members in Fidelity's Investor Center division on LinkedIn; use ice breakers like commenting on their approach to client relationships or asking about their experience with Fidelity's hybrid work model.
Optimize your resume for ATS by incorporating keywords from the job description such as 'financial planning,' 'client relationship management,' 'investment solutions,' 'Series 7,' 'Series 63,' 'Series 65/66,' and 'CFP.'
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