Financial Consultant
Not Disclosed•Full-TimeOn-site
location_on401, South Melrose Street, Anaheim, Orange County, California, 92805, 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.
About the Role
As a Financial Consultant at our Boston, MA office, you will join a dedicated team committed to providing high-quality financial guidance. This role offers the unique opportunity to make a tangible impact by utilizing our vast array of financial products, including retirement planning and brokerage services. You will leverage your expertise alongside our resources to build and maintain strong, long-lasting relationships with clients, ensuring they receive tailored investment strategies and comprehensive financial analysis.
Work location
Work model: On-site
401, South Melrose Street, Anaheim, Orange County, California, 92805, United States
Anaheim, 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 Insurance401k
