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  5. Financial Consultant
Fidelity Investments logo

Financial Consultant

Not Disclosed•Full-TimeOn-site

location_onAtlantic Avenue, Bell, Los Angeles County, California, 90201, United States

Apply Now

About the Role

If you prefer deepening relationships and creating complex financial plans over sourcing new clients, this role offers a unique opportunity to join a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. Working within our Investor Center, you will engage face-to-face with customers, offering guidance and personalized planning while helping extend the reach of the firm's brand.

We fully support you with an open architecture product platform and top resources in the financial industry. The role is designed to empower professional growth, flexibility, and support, enabling long-term success for both you and our clients. You will nurture relationships with an existing client base, mentoring them as they look to reach their retirement goals and providing comprehensive investment solutions to meet their needs both now and in the future.

Our Commitment to You

Fidelity believes in approaching life holistically. Our greatest advantage is our people, and we are committed to your success through extensive training available in-branch, regionally, nationally, and virtually. You will not fail due to a lack of training or onboarding. We offer a competitive total rewards package designed to help you and your family strike the right balance, including a stable base salary to recognize associate achievements.

Our benefit programs are designed to meet your evolving needs, covering comprehensive health care, emotional well-being support, market-leading retirement plans, generous paid time off, parental leave, and educational assistance including student loan repayment and tuition reimbursement.

Application & Hiring Information

Please note that Fidelity is not providing immigration sponsorship for this position. The application window closes when the position is filled or unposted.

Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws, and the rules of self-regulatory organizations including FINRA. These regulations may restrict hiring individuals with certain criminal histories.

Equal Opportunity Employer

Fidelity is an equal opportunity employer committed to diversity and inclusion. We consider qualified applicants regardless of background, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status.

Work location

Work model: On-site

location_on

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Financial Consultant

Fidelity Investments • New York, New York

$60k-75karrow_forward

Atlantic Avenue, Bell, Los Angeles County, California, 90201, United States

Bell, California

Key Responsibilities

  • check_circleEngage face-to-face with customers to offer guidance and personalized financial planning
  • check_circleDeepen relationships with an existing client base to extend the firm's brand reach
  • check_circleProvide comprehensive investment solutions and retirement plans to meet client needs
  • check_circlePresent complex financial solutions to knowledgeable clients while building rapport
  • check_circleIntroduce clients to various investment strategies and bring together additional assets
  • check_circleMentor and support customers as they work toward their retirement goals

Requirements

  • verifiedFINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire
  • verifiedState registrations as appropriate
  • verifiedNo immigration sponsorship provided
  • verifiedNo criminal history restrictions per Securities Exchange Act of 1934

Nice to Have

Degree and/or other professional certifications, specifically a CFP.

Benefits & Perks

check_circleComprehensive health care coverage and emotional well-being supportcheck_circleMarket-leading retirement planscheck_circleGenerous paid time off and parental leavecheck_circleCharitable giving employee match programcheck_circleEducational assistance including student loan repaymentcheck_circleTuition reimbursement programcheck_circleLearning resources to develop your careercheck_circleTraining in-branch, regionally, nationally, and virtually
Fidelity Investments cover image
Fidelity Investments logo
Company

Fidelity Investments

Industry

Financial Services

Headquarters

Boston, MA

Open Roles

15

Here to help you grow your savings and invest in the life you want.

Fidelity Investments, headquartered in Boston, Massachusetts, operates within the financial services industry with a core mission to enhance the financial well-being of its customers. The organization delivers outcomes for a diverse range of clients, including individuals, families, employers, wealth management firms, and institutional partners. Its operational strength is derived from a large-scale, diversified portfolio of financial services businesses designed to address the unique needs of a broad and expanding customer base. As a privately held entity for 78 years, Fidelity manages significant assets under administration totaling $15.0 trillion, with discretionary assets reaching $5.9 trillion as of March 31, 2025. This substantial scale supports its ability to serve millions of clients globally. The company maintains a global workforce of more than 77,000 associates, with operations established across the United States, Ireland, and India. This extensive footprint allows Fidelity to provide consistent service and support to its international clientele while maintaining a focus on long-term growth and stability within the financial sector.
View company profilearrow_forwardlanguageWebsitelinkLinkedIn
Quick Overview

Experience

Mid Level

Education

Degree or professional certifications are helpful; not required.

Job Type

Full-Time

Skills Required

Finra Series 7Finra Series 66Finra Series 63CFP
Recrutus

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Search roles by city, category, skill, or job type — explore verified employers, salary benchmarks, and remote-friendly teams across India and beyond.

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Job seekers
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About usFAQContactPrivacy policyUS privacy notice

Recrutus helps candidates discover roles that match their skills and helps teams reach qualified applicants faster. Browse by metro, discipline, or work style — from internships to senior leadership.

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Accessibility