Financial Consultant
Not Disclosed•Full-TimeOn-site
location_onLincoln School, Grand Avenue, San Gabriel, Los Angeles County, California, 91776, 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 passionate about building 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. The position offers a unique opportunity to make a tangible impact on the lives of our clients by providing comprehensive financial planning and analysis.
Hiring Process
Interested candidates are encouraged to apply directly through our careers portal. The selection process typically involves an initial screening to discuss your background and experience, followed by interviews with team members to assess your fit within our culture and your technical capabilities. We value transparency and look forward to learning more about your professional journey.
Our Culture & Commitment
At Fidelity, we are dedicated to fostering an inclusive environment where diverse perspectives drive innovation. We consider qualified applicants regardless of background, race, religion, gender, or other protected characteristics. Our commitment to excellence extends to our compliance standards, ensuring that all our services are delivered with the highest integrity and adherence to regulatory requirements.
Work location
Work model: On-site
Lincoln School, Grand Avenue, San Gabriel, Los Angeles County, California, 91776, United States
San Gabriel, California
Key Responsibilities
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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 Lincoln School, Grand Avenue, San Gabriel, Los Angeles County, California, 91776, 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.