Financial Consultant
Not Disclosed•Full-TimeOn-site
location_on14602, Beach Boulevard, Westminster, Orange County, California, 92683, 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 location, you will join a dedicated team committed to providing high-quality financial guidance and services. This role offers a unique opportunity to make a tangible impact by leveraging our vast array of financial products, including retirement planning and brokerage services, to support our clients' long-term success.
In this position, you will build and maintain strong, long-lasting relationships with clients while educating them on the financial products and services that best suit their needs. You will work closely with clients to conduct comprehensive financial planning and analysis, developing tailored investment strategies and managing portfolios with a focus on their individual objectives.
Equal Opportunity Employer
Fidelity Investments is an equal opportunity employer. We are committed to fostering a diverse and inclusive workplace where all employees are treated with respect and dignity.
Work location
Work model: On-site
14602, Beach Boulevard, Westminster, Orange County, California, 92683, United States
Westminster, 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
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
Fidelity Investments is looking for candidates who meet the following requirements: 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 14602, Beach Boulevard, Westminster, Orange County, California, 92683, 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.