Financial Consultant
Not Disclosed•Full-TimeOn-site
location_on26452, Charford Way, San Rita, Lake Forest, Orange County, California, 92630, 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. Our mission is to help 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 at our Boston, MA location, you will join a dedicated team committed to providing high-quality financial guidance. This role exists to make a tangible impact on our clients' lives by leveraging your expertise and our extensive resources. You will be the primary partner for clients, helping them navigate complex financial landscapes to secure their futures.
In this position, you will build and maintain strong, long-lasting customer relationships while conducting comprehensive financial planning and analysis. Your day-to-day will involve developing tailored investment strategies, managing client portfolios, and staying ahead of market trends to educate clients on the best financial products and services available. Success in this role requires a blend of analytical precision and exceptional interpersonal skills to ensure compliance with regulatory requirements while delivering a superior client experience.
Work location
Work model: On-site
26452, Charford Way, San Rita, Lake Forest, Orange County, California, 92630, United States
Lake Forest, 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 26452, Charford Way, San Rita, Lake Forest, Orange County, California, 92630, 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 Planning; Financial Analysis; Investment Strategies; Portfolio Management; Financial Software; Regulatory Compliance; Certified Financial Planner; and Finra Series 7.
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.