Financial Consultant
Not Disclosed•Full-TimeOn-site
location_onAlburtis Avenue, Fulton Wells, Santa Fe Springs, Los Angeles County, California, 90670, 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 clients, leveraging a vast array of financial products including retirement planning and brokerage services.
About the Role
As a Financial Consultant, you will leverage your expertise and our resources to help clients achieve their financial goals through strategic planning and personalized service. This role offers the unique opportunity to make a tangible impact by building and maintaining strong, long-lasting customer relationships. You will serve as a trusted advisor, educating clients about financial products and ensuring they navigate the market with confidence.
Equal Opportunity
Fidelity Investments is an equal opportunity employer committed to diversity and inclusion in the workplace.
Work location
Work model: On-site
Alburtis Avenue, Fulton Wells, Santa Fe Springs, Los Angeles County, California, 90670, United States
Santa Fe Springs, 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
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Similar Job Opportunities
Frequently asked questions about Financial Consultant at Fidelity Investments
What does a Financial Consultant at Fidelity Investments do?expand_more
Day-to-day, the Financial Consultant at Fidelity Investments 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
Fidelity Investments is looking for candidates who meet the following requirements: 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 Alburtis Avenue, Fulton Wells, Santa Fe Springs, Los Angeles County, California, 90670, 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.