Unknown Company

Client-Facing Financial Advisor & Planner

jacksonville, fl • Posted 1 weeks ago
Onsite Full Time Consulting

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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