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Ability to present complex solutions

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Skill:Ability to present complex solutions

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1–2 jobs· newest first

Financial ConsultantNew
Fidelity Investments · Jacksonville, US
Financial Consultant
Fidelity Investments · Burbank, US
$60K–$75K

+10K new in the last hour

Financial Consultant

Fidelity Investments · Posted Nov 11, 2026

Jacksonville, Florida, United States

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Financial Consultant

Compensation

Fidelity will not provide immigration sponsorship for this position.

Responsibilities

Engage face‑to‑face with clients, providing mentorship and personalized planning
Build relationships, uncover needs, and recommend solutions
Present complex solutions to a knowledgeable client base
Introduce clients to different investment strategies
Engage in positive, client‑centered discussions

Requirements

Degree or equivalent experience and/or other professional certifications are helpful

Skills

FINRA Series 7 & 66 licensed State registrations Ability to present complex solutions Extensive knowledge of investment solutions

Benefits

Competitive total rewards package
Stable base salary
Training in‑branch, regionally, nationally, and virtually

See full job description

Financial Consultant

Fidelity Investments · Posted Nov 9, 2026

Burbank, California, United States
$60K–$75K per year

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Engage clients in the Investor Center, providing mentorship and personalized planning to expand the firm’s brand reach.

Compensation

The base salary range for this position is $60,000 - $75,000 per year.

Responsibilities

Engage face‑to‑face with clients, providing mentorship and personalized planning
Recommend solutions and investment strategies
Build and nurture client relationships
Present complex solutions to a knowledgeable client base
Collaborate with team members to achieve client success

Requirements

Bachelor’s degree or equivalent experience
Professional certifications such as CFP
Nice to have: CFP certification
Nice to have: Other professional certifications

Skills

FINRA Series 7 & 66 licensed Insurance license Ability to present complex solutions Relationship building Client rapport and credibility

Benefits

Comprehensive health care coverage
Emotional well‑being support
Market‑leading retirement plan
Generous paid time off and parental leave
Charitable giving employee match

See full job description