Top 32 Financial advisor Jobs in Leesburg, Fl

Relationship Manager - The Villages, FL
Fidelity Investments —The Villages, FL
- Full-time
- Mid-level
- Office
- Tuition reimbursement
6d
Financial Advisor Assistant
FAMILY FINANCIAL ADVISORS INC —Fruitland Park, FL
- $45,000 - $55,000 a year
- Full-time
- Microsoft Excel
- Research
- Mid-level
- 401(k)
- Paid time off
Quick Apply
Wealth Management Trainee (FL)
Bankers Life —Clermont, FL
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Advisor - Sales
The LifeWealth Group —Winter Garden, FL
- $85,000 - $120,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health savings account
- Health insurance
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays
Empower Financial Planner
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays

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Relationship Manager - The Villages, FL

Fidelity Investments -
The Villages, FL

Apply Now

Job Details

Full-time
6 days ago

Benefits

Tuition reimbursement

Qualifications

Investment
Financial services customer support
Customer relationship building
Series 7
Customer engagement
Customer relationship management
FINRA License
Experience practicing in the securities industry
Financial markets knowledge

Full Job Description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

The Relationship Manager helps facilitate relationships with Fidelity’s most valuable clients. In this pivotal role, you will support the branch team by strengthening client relationships, keeping Financial Consultants organized, and ensuring daily activities are aligned with client needs. Through your honesty and integrity, we know you will inspire client dedication and engagement to develop long-lasting, positive relationships with Fidelity. You will learn how to cultivate a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day.

The Expertise and Skills You Bring

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
1-3 years in financial services with an emphasis in providing an excellent customer experience
Ability to find success in a dynamic, deadline driven, and detailed compliance environment
Planning experience and knowledge of financial markets and products
Strong social skills and the ability to deliver highly personalized service to each client
Ability to think creatively and be comfortable making decisions with the support of your team
Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
Ability to facilitate targeted appointments that drive meaningful client engagement
Client-focused mindset and brings strong financial planning insight
Vested interest in being an advocate for clients
Professional, with a polished communication style
Demonstrate coachability, collaboration, and curiosity as core strengths

The Team

Fidelity’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. And 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. You are key to the Fidelity relationship strategy. You will be focused on deepening client relationships through long-term mentorship, collaborating with the Relationship Manager team company wide, being responsible for the client contact strategy, and building long-lasting meaningful relationships with clients.

Fidelity’s Onsite Working Model
Fidelity 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:

Series 07 - FINRA, Series 66 - FINRA

Category:

Relationship Management

Please 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.

Apply Now

Refine Your Search

financial advisor jobs in leesburg, fl

Relationship Manager - The Villages, FL

Financial Advisor Assistant

Wealth Management Trainee (FL)

Wealth Management Advisor - Sales

Relationship Manager – Private Wealth & Tax Solutions

Wealth Solutions Advisor

Empower Financial Planner