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Fidelity Financial Advisor Jobs in Florida (NOW HIRING)

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Fidelity Financial Advisor information

See Florida salary details

$26.9K

$76.3K

$107.6K

How much do fidelity financial advisor jobs pay per year?

As of Sep 6, 2026, the average yearly pay for fidelity financial advisor in Florida is $76,324.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,000.00 and $97,900.00 per year, depending on experience, location, and employer.

What is a Fidelity Financial Advisor?

A Fidelity Financial Advisor helps clients manage their investments, plan for retirement, and achieve financial goals. They provide personalized financial guidance, recommend investment strategies, and ensure clients understand their options. Advisors work within Fidelity’s framework, leveraging its resources and technology to deliver tailored financial solutions. The role requires strong relationship-building skills and a deep understanding of financial markets.

What does a Fidelity Financial Advisor do?

A typical day for a Fidelity Financial Advisor involves meeting with clients to assess their financial goals, reviewing and updating portfolio strategies, and conducting market research to recommend suitable investment options. Advisors also spend time preparing detailed financial plans, following up on client inquiries, and staying current on regulatory and market developments. The role requires close collaboration with internal partners such as relationship managers, client service teams, and investment specialists to deliver comprehensive financial solutions. This collaborative and client-focused environment ensures advisors can provide personalized advice and maintain strong, ongoing client relationships.

What skills and qualifications are needed to thrive as a Fidelity Financial Advisor?

To thrive as a Fidelity Financial Advisor, you need a solid understanding of investment strategies, financial planning, and regulatory compliance, typically supported by a bachelor's degree in finance or a related field and relevant securities licenses (such as Series 7 and 66). Familiarity with financial planning software, CRM systems, and market analysis tools is crucial for day-to-day operations. Strong interpersonal skills, active listening, and the ability to build trust are key soft skills that differentiate top advisors. These qualifications enable you to effectively guide clients toward their financial goals while upholding industry standards and fostering long-term client relationships.

Does Fidelity employ financial advisors?

Yes, Fidelity employs financial advisors who provide investment guidance, financial planning, and wealth management services to clients. These advisors typically hold relevant certifications such as the Series 7 and Series 66 licenses and work in a client-facing environment. They may work full-time, part-time, or in a remote capacity depending on the role.

Is being a Fidelity Financial Advisor a good job?

Fidelity Financial Advisor is a professional role that involves providing investment advice and financial planning services to clients, often requiring certifications such as the Series 7 and Series 66. The job typically offers competitive compensation, performance-based bonuses, and opportunities for career advancement, but also involves meeting sales targets and maintaining client relationships. Overall, it can be a rewarding career for those with strong interpersonal skills and financial knowledge.

What are popular job titles related to Fidelity Financial Advisor jobs in Florida?

For Fidelity Financial Advisor jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Fidelity Financial Advisor jobs in Florida look for?

The top searched job categories for Fidelity Financial Advisor jobs in Florida are:

What cities in Florida are hiring for Fidelity Financial Advisor jobs?

Cities in Florida with the most Fidelity Financial Advisor job openings:

Fidelity Financial Advisor jobs near you
Infographic showing various Fidelity Financial Advisor job openings in Florida as of August 2026, with employment types broken down into 88% Full Time, 10% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $76,324 per year, or $36.7 per hour.

Financial Advisor - Eta Beta (Florida Southern)

Gamma Phi Beta International Sorority

Lakeland, FL • On-site

Other

Posted yesterday

New

Job description

Financial Advisor Volunteer Position

While local candidates are preferred, remote candidates may be considered for this volunteer position. A financial advisor promotes chapter financial wellness by ensuring executive council officers understand and maintain sound financial management practices and assigned Financial department officers uphold their responsibilities and achieve their goals. She uses her experience, leadership and coaching skills to help collegiate officers in the Financial department develop as sisters and leaders.

Responsibilities

  • Mentor and coach Financial department officers by leading educational conversations that prepare them to embrace the roles and responsibilities of leadership and develop Gamma Phi Beta's member competencies.
  • Encourage and reinforce chapter, Financial department and officer success on a consistent basis by reading monthly officer reports and following up to determine best solutions and praise accomplishments.
  • Advise the financial vice president (FVP) and the chapter on the annual creation of the chapter budget. Ensure the budget is entered into OmegaFi and submitted to Beta Base before the end of the academic year.
  • Ensure no member has a past due balance by reviewing the OmegaFi Outstanding Balances Report on a monthly basis. Follow up with the FVP to hold members accountable to their financial commitment to the Sorority.
  • Review the OmegaFi Budget Variance Report monthly, follow-up with officers on budgetary spending concerns and monitor prepaid card transactions monthly to ensure appropriate spending by officers and coding by the FVP.
  • Promote sound financial management practices by holding the chapter accountable to filing their IRS 990 or an extension by the deadline, creating and maintaining a chapter savings account, addressing old debt and adhering to all International Gamma Phi Beta Policies and Procedures.
  • Meet regularly with the FVP to build a relationship, establish expectations, review progress on goals and hold her accountable to her responsibilities, and also serve as a resource to the FVP and Financial department officers through ongoing communication.
  • Contribute to and foster open communication throughout the chapter, facilitate conflict resolution and coach collegiate members to do the same.
  • Hold the FVP and her department accountable to setting and working toward goals that promote improved chapter operations or culture and completing the Financial department expectations as outlined in Order of the Crescent.
  • Complete ongoing training and development, review the Financial department officer and advisor resources and attend Financial department officer and advisor training.
  • Represent the financial interests of the chapter by serving as an active member of the chapter's advisory board and ex-officio member of the affiliated house corporation (AHC).
  • Collaborate with assigned finance supervisor to ensure healthy chapter financial operations and address finance-specific challenges as they arise.

Expectations

  • This role requires five to 15 hours per week on average.
  • Travel: Volunteers in this role will be expected to travel up to two days per year.
  • Learn and utilize Beta Base (chapter reporting system) and OmegaFi (financial management platform) for assigned chapter.
  • Complete all Fidelity volunteer online lessons and OmegaFi training.
  • Conduct training conversations with chapter advisor and finance supervisor within six weeks of appointment.
  • Attend all advisory board meetings, retreats and calls.
  • Attend financial department meetings, and, as requested by the chapter advisor, chapter business meetings, executive council meetings, executive council hearings, AHC meetings, nominating committee meetings and chapter officer retreats.
  • Respond to all communication within 48 hours.
  • Be in good standing by paying international alumnae dues or being a Life Loyal member.

Preferred Competencies and Experiences

  • Self-awareness of strengths, challenges and motivation for volunteering
  • Effective, clear and timely written and verbal communication
  • Desire to mentor and coach collegiate women
  • Knowledge of financial best practices
  • Knowledge of Gamma Phi Beta policies, procedures and plans
  • Ability to lead educational conversations with collegians that promote competency development in Gamma Phi Beta's member competencies

Apply