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Investment Consultant - Clearwater, FL
Fidelity InvestmentsClearwater, FL
Posted Oct 20, 2026
What you’d do
Work in an Investor Center with existing clients and warm leads to build customized financial plans and recommend investment solutions using Fidelity's planning tools. Full time. Found on the employer's careers page on Oct 20, 2026. Apply through the link.
You’ll need
- FINRA Series 7 & 66 licensed
- Appropriate state registrations, or ability to acquire Series 66 upon hire
- Financial planning and investment product knowledge
- Client relationship management
Our summary of the listing. The full listing has the details.