Financial Consultant
Not Disclosed•Full-TimeOn-site
location_on258, North Central Avenue, Placentia, Orange County, California, 92870, United States
About the Team
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.
About the Role
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.
Equal Opportunity
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 location
Work model: On-site
258, North Central Avenue, Placentia, Orange County, California, 92870, United States
Placentia, California
Key Responsibilities
- check_circleConduct comprehensive financial planning and analysis for clients
- check_circleDevelop tailored investment strategies and manage client portfolios
- check_circleStay updated with market trends and financial products
- check_circleBuild and maintain strong, long-lasting customer relationships
- check_circleEducate clients about financial products and services
- check_circleEnsure compliance with regulatory requirements
Requirements
- verifiedCertified Financial Planner (CFP) preferred
- verifiedFINRA series 7 and 63 licenses may be required
Nice to Have
Certified Financial Planner (CFP)
Benefits & Perks
check_circleMedical Insurancecheck_circleDental Insurancecheck_circleVision Insurancecheck_circleLife Insurance401k
Similar Job Opportunities
Frequently asked questions about Financial Consultant at Fidelity Investments
What does a Financial Consultant at Fidelity Investments do?expand_more
In this Financial Consultant at Fidelity Investments role, you will conduct comprehensive financial planning and analysis for clients; develop tailored investment strategies and manage client portfolios; stay updated with market trends and financial products; and build and maintain strong, long-lasting customer relationships.
What are the requirements for this Financial Consultant role?expand_more
To qualify for the Financial Consultant at Fidelity Investments position, applicants should have: Certified Financial Planner (CFP) preferred; and FINRA series 7 and 63 licenses may be required.
Where is the Financial Consultant role at Fidelity Investments located?expand_more
Financial Consultant at Fidelity Investments is based in 258, North Central Avenue, Placentia, Orange County, California, 92870, United States. This is a on-site role.
Is this Financial Consultant job remote, hybrid, or on-site?expand_more
Fidelity Investments has listed this Financial Consultant role as on-site.
How much experience is required for this Financial Consultant role?expand_more
Candidates for Financial Consultant at Fidelity Investments should have mid level.
What skills do you need for the Financial Consultant role at Fidelity Investments?expand_more
Key skills for Financial Consultant at Fidelity Investments include Certified Financial Planner; Finra Series 7; and Finra Series 63.
What category does the Financial Consultant role belong to?expand_more
Financial Consultant at Fidelity Investments is part of the accounting & finance job category on Recrutus.