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Client-Focused Investment Consultant

Job in Clearwater, Pinellas County, Florida, 34623, USA
Listing for: Fidelity Investments Inc.
Full Time position
Listed on 2026-11-04
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below

Fidelity Investments Inc. is seeking an Investment Consultant to work with clients in our Investor Center, developing tailored financial plans and guiding investment decisions.

You will focus on existing clients and warm leads, using Fidelity’s guidance resources to present suitable solutions and grow lasting relationships. You will collaborate with a local advisor, leveraging planning tools to deliver guidance that aligns with each client’s goals while maintaining a high standard of service and

We are currently recruiting a Client-Focused Investment Consultant for our team in Clearwater, FL, United States.

The Client-Focused Investment Consultant role at Fidelity Investments Inc. is now open for applications in Clearwater, FL, United States.

Join us at Fidelity Investments Inc. as our next Client-Focused Investment Consultant in Clearwater, FL, United States.

This is a great position to take on the Client-Focused Investment Consultant role at Fidelity Investments Inc.

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