Financial Consultant
Not Disclosed•Full-TimeOn-site
location_on222, West Valencia Drive, Downtown Fullerton, Fullerton, Orange County, California, 92832, United States
About Fidelity Investments
Fidelity Investments is a renowned leader in the financial services industry and one of the world's largest asset managers. We are dedicated to helping clients achieve their financial goals through strategic planning and personalized service, utilizing a vast array of financial products including retirement planning and brokerage services.
About the Role
As a Financial Consultant in our Boston, MA office, you will join a dedicated team focused on making a tangible impact by providing high-quality financial guidance. This role exists to bridge the gap between complex financial markets and client aspirations, leveraging your expertise alongside our extensive resources. You will serve as a trusted advisor, developing tailored investment strategies and managing client portfolios while ensuring compliance with all regulatory requirements.
Our Culture
We foster an environment where building strong, long-lasting customer relationships is paramount. Our team values analytical precision, attention to detail, and the ability to communicate complex financial concepts clearly. We are committed to diversity and inclusion, seeking individuals who bring unique perspectives to our mission of empowering financial well-being.
Work location
Work model: On-site
222, West Valencia Drive, Downtown Fullerton, Fullerton, Orange County, California, 92832, United States
Fullerton, 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 Insurancecheck_circle401k
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
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 222, West Valencia Drive, Downtown Fullerton, Fullerton, Orange County, California, 92832, 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 Financial Software Tools; 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.