Investment Consultant - Sarasota, FL
Fidelity Investments•Sarasota, FL
204d
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About The Position
As an Investment Consultant at Fidelity, you will work in our Investor Center to develop customized financial plans using a wide range of products and services. Your role will focus on engaging with existing clients and warm leads, allowing you to provide investment solutions and grow relationships with a dedicated local advisor. You will utilize Fidelity’s planning tools and guidance to present solutions that best meet client needs, conduct efficient one-on-one appointments, and follow up post-appointment. This position requires in-person attendance at the assigned Branch location.
