More jobs:
Client-Centric Financial Advisor; CFP Path
Job in
Fort Myers, Lee County, Florida, 33916, USA
Listed on 2026-07-26
Listing for:
Fidelity Investments Inc.
Full Time
position Listed on 2026-07-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Fidelity Investments Inc. in Fort Myers seeks a Financial Consultant to engage face-to-face with clients, providing mentorship and personalized planning while expanding the firm’s client base. You will work with an open architecture product platform and top resources to support long-term client success.
The role emphasizes relationship-building, in-branch training, and delivering exceptional service with a broad knowledge of investment solutions.
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