Financial Consultant - Ft. Lauderdale, 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: 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...Suggested- ...Entry Level Financial Advisor Location: United States-FL-Fort Lauderdale Organization: Equitable Advisors Equitable Advisors is dedicated to making a... ...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 Financial...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$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...SuggestedFull timeInternshipLocal areaFlexible hours$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...$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- ...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
- ...'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
- ...at PNC Sunrise & Federal Branch, 1150 North Federal Highway, Ft Lauderdale, Fl 33304. Bilingual in Spanish preferred. Job Description... ...experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow...Work experience placement
- Senior Economic and Financial Consultant Senior Economic and Financial Consultant 1 week ago Be among the... ...Analyst - Corporate Restructuring Miami, FL $90,000.00-$110,000.00 2 weeks ago VP, Financial Consultant - Fort Lauderdale, FL VP, Financial Consultant - Fort Lauderdale...Full timeLocal area
- ...competition? Bring your sports background to a dynamic career as a Financial Advisor with Northwestern Mutual - Lawhon Network! Why... ...district offices are located at: ~500 E Broward Blvd, Fort Lauderdale, FL 33394 ~201 Alhambra Cir, Coral Gables, FL 33134 ~19950 W...InternshipWork at officeHome officeFlexible 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- 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
$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- ...FL - Ft Lauderdale (33316) Full time R235602 Position Overview At PNC, our people are our greatest differentiator and competitive... ...experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow...Full timeTemporary workPart timeWork experience placementWork at office
- ...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,... ...solutions. Key Responsibilities: Client Consultation: Engage with clients to understand...InternshipWork at officeHome officeVisa sponsorshipFlexible hours
- ...Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet... ...page at: or by consulting with your talent acquisition partner. Location -- Ft Lauderdale, Florida 33301...Work experience placementWork at office
$70k
...application process. Grants Manager Full Time Professional Ft Lauderdale, FL, US 2 days ago Requisition ID: 1274 Salary: $70,000.00 Annually... ...: The Grants Manager plays a critical role in securing the financial resources necessary to support Covenant House Florida’s (CHF...Full timeWork at officeLocal areaMonday to FridayShift workDay shift- ...Bank Of America 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...Work at officeFlexible hoursShift workWeekend workDay shift
- ...people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent...Immediate startAfternoon shift
- ...Utilization Management Physician Location: Fort Lauderdale, Florida At Memorial, we are dedicated to improving the health, well-being... ...Required) Medical Doctor License (ME LICENSE) - State of Florida (FL), Osteopathic Physician License (OS LICENSE) - State of Florida...Work experience placementWork at officeShift workWeekend work
$320k - $410k
...Job Description Job Description Corporate M&A Associate (4–7 Years) – Multiple Locations | Onsite (Tampa, Fort Lauderdale, Northern Virginia, New York) Company: Direct Counsel represents a reputable law firm Job Type: Full-Time | Onsite Overview Direct...Full time- ...ID: R208464Posted: 2026-05-27Location: FL - Fort Lauderdale; FL - Coral Gables; The Plaza at Coral... ...the introduction and expansion of financial services to the client.Supports the execution... ...Effective Communications, Investment Consulting, Investment Reporting, Portfolio...Full timeTemporary workPart timeWork experience placementWork at office
$43.89k - $150k
...collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate... .... Job Description At Regions, the Financial Advisor establishes a portfolio of bank... ...to your browser. Location Details Fort Lauderdale Location Fort Lauderdale, Florida Equal...Full timeTemporary workLocal areaFlexible hours- PNC Financial Services Group, Inc. is seeking a Relationship Manager II in Fort Lauderdale, FL. This role involves coordinating relationship management activities with clients to grow sales and market share while managing various risks and ensuring adherence to guidelines...
$165k - $200k
...customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...and safety policies.Posting may be closed earlier due to high volume of applicants.SummaryLocation: Fort Lauderdale, FLType: Full timeFull timeWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- Nextran Truck CentersParts Counter Sales - Ft. Lauderdale, FL Are You Looking To Further Develop Your Profession Into a Career? Are You Driven By Opportunity? Nextran Truck Centers Is Hiring!Our Employees Benefit From Career Paths || Network of 30 Dealerships || Disability...
- ...deep aviation market expertise with accounting and advanced financial modeling and a strong understanding of accounting processes,... ...and trading operations. This role is based onsite in Fort Lauderdale, FL. **Important Notice : Eligibility Requirement: Only...Permanent employmentWorldwide
- ...Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet... ...classroom training sessions.Location -- Fort Lauderdale, Florida 33316Fifth Third Bank, National Association...Work experience placementWork at office
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