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Financial Advisor | CFP Path

Job in Fort Lauderdale, Broward County, Florida, 33336, USA
Listing for: Fidelity Investments Inc.
Full Time position
Listed on 2026-09-05
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Sales
Salary/Wage Range or Industry Benchmark: 90000 - 120000 USD Yearly USD 90000.00 120000.00 YEAR
Job Description & How to Apply Below
Position: Financial Advisor | CFP Path with Tuition Reimbursement

Fidelity Investments Inc. seeks a Financial Consultant to engage clients face-to-face in the Investor Center, offering mentorship and personalized planning. The role leverages an open architecture product platform and established client base to grow the business and strengthen client relationships.

Candidates should build rapport, uncover needs, and present investment solutions while maintaining a high standard of customer service and professional growth within Fidelity's onsite model.

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