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Client-Facing Financial Advisor & Planner
Job in
Jacksonville, Duval County, Florida, 32290, USA
Listed on 2026-07-25
Listing for:
Soteria Reinsurance Ltd.
Full Time
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Fidelity Investments in Jacksonville, FL seeks a Financial Consultant to engage face-to-face with clients, offer mentorship, and provide personalized financial planning. The role leverages an existing client base and an open-architecture product platform while supporting professional growth and onboarding with comprehensive training.
The ideal candidate brings proven client-relations skills, FINRA licenses (Series 7 & 66) or the ability to obtain them, and a CFP or related certifications are a
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