
location_onSouth Alhambra Avenue, Monterey Park, Los Angeles County, California, 91755, United States
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.
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 long-lasting relationships and making a tangible impact on clients' lives. You will conduct comprehensive financial planning and analysis, developing tailored investment strategies and managing client portfolios with a keen eye for detail. A key part of your day will involve staying updated with market trends and educating clients about the financial products and services that best suit their needs, all while ensuring strict compliance with regulatory requirements.
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 model: On-site
South Alhambra Avenue, Monterey Park, Los Angeles County, California, 91755, United States
Monterey Park, California
Certified Financial Planner (CFP)