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Financial Planner - CFP/Series 7 & 66, Client
Job in
Fort Myers, Lee County, Florida, 33916, USA
Listed on 2026-07-21
Listing for:
Soteria Reinsurance Ltd.
Full Time
position Listed on 2026-07-21
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Fidelity Investments in Ft. Myers, FL is seeking a Financial Consultant to engage face-to-face with clients, provide personalized financial planning, and expand relationships within an existing client base.
In this role you will present complex investment solutions and retirement plans, leveraging an open architecture platform and strong resources, while building trust and delivering outstanding client experiences. Onsite model with comprehensive training and tuition reimbursement.
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