
location_on1634, North Hale Avenue, Broadmoor, Fullerton, Orange County, California, 92831, United States
Fidelity Investments is a renowned leader in the financial services industry and one of the world's largest asset managers. Our mission is to help clients achieve their financial goals through strategic planning and personalized service, utilizing a vast array of financial products including retirement planning and brokerage services.
As a Financial Consultant in our Boston, MA office, you will join a dedicated team committed to providing high-quality financial guidance. This role exists to make a tangible impact on our clients' lives by leveraging your expertise and our extensive resources. You will serve as a trusted advisor, building and maintaining strong, long-lasting relationships while helping clients navigate complex financial landscapes.
In this position, you will be at the forefront of client engagement, conducting comprehensive financial planning and analysis to develop tailored investment strategies. Your day-to-day will involve managing client portfolios, staying updated with evolving market trends, and educating clients on the financial products and services that best suit their needs. Success in this role requires a balance of analytical precision and exceptional interpersonal skills to ensure compliance with regulatory requirements while delivering a superior client experience.
Work model: On-site
1634, North Hale Avenue, Broadmoor, Fullerton, Orange County, California, 92831, United States
Fullerton, California
Certified Financial Planner (CFP)