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Client-Facing Financial Consultant & Planning Expert
Job in
Winter Park, Orange County, Florida, 32792, USA
Listed on 2026-08-27
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-08-27
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Fidelity Investments seeks a Financial Consultant to engage face-to-face with clients in our Investor Center, offering mentorship and personalized planning while expanding the firm's reach. You will work with an existing client base, supported by an open architecture platform and top resources in the financial industry, fostering long-term relationships and client success.
This role emphasizes relationship building, regulatory licensure, and delivering an outstanding customer experience through
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