Financial Consultant
Not Disclosed•Full-TimeOn-site
location_onWest Coast Highway, West Newport, Newport Beach, Orange County, California, 92663, 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 extensive 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 be at the forefront of helping clients secure their futures by developing tailored investment strategies and managing portfolios with precision and care.
Hiring Process
Interested candidates are invited to apply to join our team in Boston. The selection process focuses on identifying individuals with the necessary expertise and a passion for client service.
Equal Opportunity
Fidelity Investments is an equal opportunity employer committed to diversity and inclusion in the workplace.
Work location
Work model: On-site
West Coast Highway, West Newport, Newport Beach, Orange County, California, 92663, United States
Newport Beach, California
Key Responsibilities
- check_circleConduct comprehensive financial planning and analysis for clients
- check_circleDevelop tailored investment strategies and manage client portfolios
Similar Job Opportunities
Frequently asked questions about Financial Consultant at Fidelity Investments
What does a Financial Consultant at Fidelity Investments do?expand_more
A Financial Consultant at Fidelity Investments is responsible for the following: 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 West Coast Highway, West Newport, Newport Beach, Orange County, California, 92663, 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.