
location_on258, North Central Avenue, Placentia, Orange County, California, 92870, United States
Fidelity Investments is a renowned leader in the financial services industry and one of the world's largest asset managers. Our dedicated team in Boston, MA, is committed to providing high-quality financial guidance and services to our clients. We leverage a vast array of financial products, including retirement planning and brokerage services, to help individuals achieve their financial goals through strategic planning and personalized service.
As a Financial Consultant, you will serve as a trusted advisor, utilizing your expertise and our resources to guide clients through their financial journeys. This role is designed for those who thrive on building strong, long-lasting customer relationships while navigating complex market trends. You will conduct comprehensive financial planning and analysis, develop tailored investment strategies, and manage client portfolios with a focus on compliance and excellence. The position offers a unique opportunity to make a tangible impact by educating clients about financial products and ensuring their needs are met with precision and care.
Fidelity Investments is an equal opportunity employer committed to diversity and inclusion. We consider qualified applicants regardless of background, race, religion, gender, or other protected characteristics.
Work model: On-site
258, North Central Avenue, Placentia, Orange County, California, 92870, United States
Placentia, California
Certified Financial Planner (CFP)
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