Financial Consultant - Ft. Lauderdale, FL
Fidelity Investments
Fidelity will not provide immigration sponsorship for this position.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: Fort Lauderdale, FLType: Full time
$85k
Credit Analyst – To $85K – Ft. Lauderdale, FL – Job # 2708T Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire... ...or lending money to firms or individuals. ~Preparing financial statement spreads using Moody’s financial statement analysis...SuggestedFull time- ...Entry Level Financial Advisor Primary Location: United States-FL-Fort Lauderdale Organization Equitable Advisors is dedicated to making a positive impact... ...recommendations and guidance Product and Service Consultation: Discuss financial products and services...SuggestedWork experience placementWork at officeLocal areaFlexible hours
$58.44k
...This position will provide personal financial services at assigned military installations... ...limited to, one-on-one counseling, consultation with a commander or with another provider... ...Personal Financial Counselor; Fort Lauderdale, FL Grade 24 Work Experience - Required...SuggestedContract workTemporary workWork experience placementWork at office$58.44k
...Fort Lauderdale FL 33315 Fed Florida Army NG Armory Full time R00000070836 This position will provide personal financial services at assigned military installations. Primary responsibilities... ...to, one-on-one counseling, consultation with a commander or with another...SuggestedFull timeContract workTemporary workWork experience placementWork at officeWork from homeHome office$115k
Sr. Credit Officer – To $115K – Fort Lauderdale, FL – Job # 3487 Who We Are The Symicor Group is a boutique talent acquisition firm based... ...Officer responsibilities include: ~Developing department financial goals including credit quality, volume, and risk distribution...Suggested- ...You'll get the best of the best training and support from our robust education programs to be set up for success. This position covers the Fort Lauderdale | FL market. Brand Advisors are scheduled at various beauty retailer locations within this market area. Headkount
- ...About Us: Coastal Wealth is a leading financial services firm dedicated to empowering clients to achieve their financial goals. With a commitment to integrity, innovation, and personalized service, we foster a collaborative environment that nurtures professional...Full time
$100k
...Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don’t... ...helping them track their progress over time Provide ongoing consultation and support FFA is different from other firms for many...Permanent employmentFull timeWork at officeLocal area$90k
Credit Analyst – To $90K – Fort Lauderdale, FL – Job # 3625 Who We Are The Symicor Group is a boutique talent acquisition firm based in... ...Lauderdale, FL area. The position is responsible for the analysis of financial statements and other relevant factors that accurately assess...Work at office$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- Patient Financial Services Representative - Vascular Surgery - FT - Days - MPG Pembroke Pines Patient Financial Services Representative... ...Patient Care Coordinator - Miami, FL Patient Advocate Representative (Inside Sales) Lauderdale Lakes, FL $60,000.00-$70,000.00 5 days...Daily paidFull timePart timeWork experience placementWork at officeShift work
- ...Location: Fort Lauderdale, FL Employment Type: Full-Time Company: Xtract MGMT About the Role Xtract MGMT is looking for a motivated... ...ideal for someone who enjoys working with numbers, analyzing financial data, identifying trends, and turning information into...Full time
- ...'s Davie Boulevard & Andrews Branch, 1153 S Andrews Avenue, Ft. Lauderdale, Fl 33316. Bilingual in Spanish preferred. PNC is an in-office... ...by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer...Full timeTemporary workPart timeWork experience placementWork at office
- ...providing exceptional customer service, coordinating flights, and overseeing aviation-related processes. The role is located in Fort Lauderdale, FL, with flexibility for some remote work. Maintain relationships with customers to ensure repeat business Ability to...Full timeRemote work
- ...Position Overview: Coastal Wealth is seeking an experienced Financial Planner to support our advisors by preparing comprehensive financial plans for their clients. This role is ideal for a Certified Financial Planner (CFP) or a candidate actively pursuing their CFP designation...Full time
$43.89k - $150k
...Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera... ...degree • Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist • Two (2) years of...Full timeTemporary workLocal areaFlexible hours- ...career that’s designed to last. For over 180 years, New York Life has helped individuals, families, and businesses navigate life’s financial decisions through changing markets and generations. As a Financial Professional*, you’ll play a direct role in helping people...Full timeContract workTemporary workPart timeFor contractors
$48.43k
...prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate... ...' benefits, please visit . Location Details Fort Lauderdale Location: Fort Lauderdale, Florida Equal Opportunity...Full timeFlexible hours- ...established family office investment platform based in Fort Lauderdale, FL focused on mid-market consumer businesses. The firm was founded... ...to detail, with the discretion required to handle sensitive financial information ~ Strong written and verbal communication skills...Full timeWork at officeRemote work
- ...positio n, with a primary focus on serving clients in Fort Lauderdale, Florida . The ideal candidate is self-driven, knowledgeable... ...process and provide clear, timely communication Analyze borrower financials to recommend appropriate loan products Ensure all loan...Part timeWork at officeRemote workFlexible hours
$105k
...Preference will be given to candidates residing in the Miami-Ft. Lauderdale area. as the portfolio includes properties located in Central... ...services, oversight of maintenance activities, and evaluation of financial performance to ensure the properties meet operational and...Part timeFor contractorsWork at officeRemote work- ...to developing the next generation of financial professionals who are driven by purpose... ...located at: ~500 E Broward Blvd, Fort Lauderdale, FL 33394 ~201 Alhambra Cir, Coral Gables... .... Key Responsibilities: Client Consultation: Engage with clients to understand...InternshipWork at officeHome officeVisa sponsorshipFlexible hours
$106.7k
...RD, AUSTIN, CHARLOTTE, CHICAGO, DALLAS, FT LAUDERDALE, MIAMI - GABLES, ORLANDO, PHILADELPHIA,... ...vision to be the most trusted global consulting firm. Where We Need You Protiviti is looking... ...Oracle FP&A applications to streamline financial processes and enhance business...Full timeTemporary workWork at officeLocal areaRemote workFlexible hours$250k
...rising producers with clear evidence of performance and a strong trajectory. Location This position is based around our Fort Lauderdale office . We operate in a hybrid environment, but expect the originations team to be in the office approximately 2–3 days per...Full timeWork at office2 days per week3 days per week- Job ID: R232043Posted: 2026-08-10Location: FL - Miami Beach (33139); FL - Cape Coral (3... ...; FL - Saint Petersburg; FL - Fort Lauderdale; FL - OrlandoType: Full timeCountry: United... ...strategies, as well as the development of financial plans for clients. Grows and retains an investment...Full timeTemporary workPart timeWork experience placementWork at office
- ...degree in finance, economics, business administration, or a related field is typically required. Certification such as Certified Financial Planner (CFP) is required. ~10 years experience in financial planning, investment management, or a related field. Key Benefits...Full time
- ...We are seeking an experienced Financial Aid Advisor to support students throughout the financial aid process. This role is ideal for professionals with hands-on experience in higher education financial aid who are comfortable reviewing applications, determining eligibility...Contract workPart timeWork at officeRemote work
- ...Independence; few careers offer all 3 we do. We are a national financial advisory firm looking for motivated individuals to join our... ...English (Preferred) License/Certification: 215 Licenses/ Investment Licensed (Preferred) Location: Fort Lauderdale FL. 33309...Full timeContract workInternshipWork at officeImmediate startFlexible hours
- ...McKinnon Wright Wealth Management: Associate Financial Advisor – Relationship Manager : What we are looking for The Person Someone that has a talent and passion for investments and financial planning. Industry experience is required, certifications are a plus...Part time
$400,000 per week
...Enterprise Fulfillment Consultant ShipMonk isn't just a 3PL we're the tech-powered growth... ...or onsite at a ShipMonk office Fort Lauderdale, FL; Fort Worth, TX; Louisville, KY; Pittston... ...buyers already want to hear from: ~3M+ sq ft across 12+ fulfillment centers on three...Weekly payContract workCasual workWork at officeRemote workFlexible hours
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