Financial Consultant - Jacksonville, FL
Fidelity Investments
Job Description:Financial Consultant Note: Fidelity will not provide immigration sponsorship for this position.The RoleWorking in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.The Expertise and Skills You BringProven success in building relationships, uncovering needs, and recommending solutionsFINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hireAbility to present complex solutions to a knowledgeable client base while building rapport and credibilityDegree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire oneAbility to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsCoachable, collaborative, and curious are key attributesCommitted to delivering an outstanding customer experience with a passion for seeing others thriveMotivated by results and finding solutions, takes initiative and exceeds customer expectationsExtensive knowledge of investment solutionsThe TeamFidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!Fidelity’s Onsite Working ModelFidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.Certifications:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRACategory:SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.SummaryLocation: Jacksonville, FLType: Full time
- ...of our commitment, we are looking for the next generation of Financial Solutions Advisors—those with a passion for growing a long-term... ...your success.Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs...SuggestedFull timeShift workDay shift
$136.8k - $205.2k
...LifeThe Gross Margin and Integrated Business Planning (IBP) Financial Consultant sits at the center of portfolio, margin, and planning... ...Medtronic location in Minneapolis, MN; Lafayette, CO; or Jacksonville, FL and report to the Director of ENT OU Finance. This is an individual...SuggestedFull timeH1bWork at officeLocal areaImmediate startFlexible hours$136.8k - $205.2k
...The Gross Margin and Integrated Business Planning (IBP) Financial Consultant sits at the center of portfolio, margin, and planning decisions... ...Medtronic location in Minneapolis, MN; Lafayette, CO; or Jacksonville, FL and report to the Director of ENT OU Finance. This is an...SuggestedH1bWork at officeLocal areaImmediate startFlexible hours- ...Location: Jacksonville, FL ($1,000 Signing Bonus!) ESSENTIAL DUTIES AND RESPONSIBILITIES Relationship Building Exhibit consistent relationship... ...and closed-ended questions to understand current and future financial goals of customers Match customer needs to Seacoast Bank...SuggestedBank staffWork at officeRelocation packageFlexible hours
- ...all regulatory requirements while marketing and promoting the financial products offered by Chase. This role offers a unique... ...leads into qualified mortgage applications using proactive, consultative selling.CRM Management: Efficiently record customer interactions...SuggestedWork at officeMonday to Friday
- Location: Jacksonville, FL (*$1,000 Signing Bonus!*) ESSENTIAL DUTIES AND RESPONSIBILITIES Relationship Building Exhibit consistent relationship... ...and closed-ended questions to understand current and future financial goals of customers Match customer needs to Seacoast Bank...Bank staffWork at officeRelocation packageFlexible hours
$50k - $80k
...Financial Advisor Join to apply for the Financial Advisor role at First Command Financial Services, Inc. Overview First Command has... ...Type Full‑time Job Function Finance and Sales Location: Jacksonville, FL Salary: $50,000.00-$80,000.00 Referrals increase your chances...Hourly payMinimum wageFull timeFor contractorsInternshipWork at officeLocal areaHome office- ...Patient Financial Counselor Cancer Specialists of North Florida is recruiting for an experienced Patient Financial Counselor for... ...Location Address: 7015 AC Skinner Parkway, Building 100, Jacksonville, FL 32256 Education and Experience: High School Diploma...Full timeWork at office
- ...Company Description Florida Financial Advisors (FFA) is a full-service financial planning and wealth management firm... ...Role Description This is a full-time, on-site Financial Consultant role based in Jacksonville, FL. The Financial Consultant will meet with clients to assess...Full time
- ...Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500® company. Location Jacksonville, FL Role Overview As a Financial Representative, you will work with current and prospective clients in...Full time
- ...FFIA - National Life Group • Jacksonville , FL , US Description Are you ready to take control of your career and make a meaningful impact... ...workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive...Remote workFlexible hours
- ...A financial services company in Jacksonville, FL is seeking motivated individuals for a PT/FT Financial Professional position. This role involves assisting clients with financial education and strategies in both consumer and small business contexts. Candidates must have...Remote work
$79k - $127k
...Financial Advisor page is loaded## Financial Advisorlocations: Jacksonville, FLtime type: Full timeposted on: Posted Yesterdayjob requisition id: R-102471**About Wealth... ...a successful and growing team in Jacksonville, FL. The Financial Advisor will partner with the lead...Full timeTemporary workFlexible hours- ...Organization : Name JACKSONVILLE FL Default: Location : City JACKSONVILLE Overview The purpose of the Financial Representative is to meet the needs of middle-income clients... ...appointments using Western & Southern Life consultative practices and processes. Effectively sells...Work at officeLocal area
$79k - $127k
...Position Overview Wealth Enhancement Group offers an exciting opportunity for a Financial Advisor in Jacksonville, FL. The Financial Advisor partners with the lead advisor and team to deliver exceptional financial plans, advice, and reviews, helping clients achieve their...Full timeFlexible hours- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do... ...while engaging all clients. Ability to have, meaningful, consultative conversations with clients to uncover needs and help them towards...Temporary workWork experience placementWork at officeShift workDay shift
- Job ID: R224590Posted: 2026-06-01Location: FL - Jacksonville (32250)Type: Full timeCountry: United States of AmericaCompany: PNCPosition OverviewAt... ...an opportunity to contribute to the company’s success. As a Financial Solutions Advisor within PNC Wealth Management, you will be...Full timeTemporary workPart timeWork experience placementWork at office
$50k - $80k
...Florida Financial Advisors (FFA) is a full‑service financial planning and wealth management firm based in the Jacksonville Metro Area, FL. We are dedicated to building lasting relationships with clients by providing personalized strategies tailored to their unique needs...Full timeTraineeshipInternship- ...Fidelity Investments in Jacksonville, FL is hiring a Financial Customer Associate (FCA) for a full-time, onsite role. You will join a 14-week training cohort and handle a variety of customer calls related to 401K accounts, withdrawals, loans, and maintenance. The position...Full time
- ...Herzing University in Jacksonville, FL, is seeking a Customer Service position to assist a diverse student population. In this role, you will guide students through the financial aid process and counsel them on funding options. This position offers growth opportunities...Work at officeRemote work
- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...Work at officeWork from homeFlexible hoursShift workDay shift
- ...revenue of $25MM to $100MM supporting the Jacksonville, FL market as part of the Commercial Bank.... ...needs and priorities of clients and financial decision makers, responding quickly, communicating... ...collaborate and consult with peers, colleagues, and middle to senior...Full timeWork experience placementLocal area
- ...PNC is seeking a Relationship Banker Business Specialist in Jacksonville, FL. Based in the Skinner Lake branch, you will drive client acquisition... .... You will leverage ecosystem partners, deliver tailored financial solutions, manage referrals, and provide a differentiated...
- ...bank customers. Utilize and promote the consultative sales and service process, using the... ...Use the consultative sales process and Financial Needs Assessment to build a thorough... ...sessions. Personal Banker Associate II - Jacksonville, FL At Fifth Third, we understand the...Work experience placementWork at office
- ...within PNC's Retail Branch organization, you will be based in Jacksonville, FL at the Skinner Lake branch (10060 Skinner Lake Dr,... ...meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources....Full timeTemporary workPart timeWork experience placementWork at office
- .... The Relationship Banker Business Specialist is located in Jacksonville, FL at the Skinner Lake branch (10060 Skinner Lake Dr, Jacksonville... ...to additional background checks as required by Consumer Financial Protection Bureau regulations. Benefits Medical, prescription...Temporary workWork experience placementWork at office
- ...Location: FL-Jacksonville Job Title: Media Consultant - Jacksonville Radio Position Overview Cox Media Group (CMG) is looking for Media Consultants (MCs) for outside sales roles focused on acquiring new clients and managing existing accounts. We seek talented, enthusiastic...Local areaRemote work
$75k - $125k
...5,000.00/yr Direct message the job poster from Grayling Associates We’re looking for a driven and client-focused Financial Advisor to join our Jacksonville team. You’ll help individuals and families build smart financial strategies that protect their wealth, grow their...Full timeWork at officeLocal area$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours- ...Financial Solutions Advisor - Oakleaf Plaza Financial Center Jacksonville, Florida To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements...Temporary workWork at officeMonday to FridayShift workDay shift
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