Financial Consultant
Not Disclosed•Full-TimeOn-site
location_on2435, East Brookside Avenue, Orange, Orange County, California, 92867, 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 clients, utilizing a vast array of financial products including retirement planning and brokerage services.
About the Role
As a Financial Consultant, you will leverage your expertise and our resources to help clients achieve their financial goals through strategic planning and personalized service. This role offers the unique opportunity to make a tangible impact by building and maintaining strong, long-lasting customer relationships. You will work closely with clients to conduct comprehensive financial planning, develop tailored investment strategies, and manage portfolios while staying updated with market trends and financial products.
Hiring Process
Interested candidates are encouraged to apply directly through our careers portal. The selection process typically involves an initial screening to discuss qualifications and experience, followed by interviews with the hiring team to assess cultural fit and technical knowledge.
Equal Opportunity
Fidelity Investments is an equal opportunity employer. We are committed to fostering a diverse and inclusive workplace where all employees can thrive.
Work location
Work model: On-site
2435, East Brookside Avenue, Orange, Orange County, California, 92867, United States
Orange, California
Key Responsibilities
- check_circleConduct comprehensive financial planning and analysis for clients
- check_circleDevelop tailored investment strategies and manage client portfolios
- check_circleBuild and maintain strong, long-lasting customer relationships
- check_circleEducate clients about financial products and services
- check_circleEnsure compliance with regulatory requirements
- check_circleManage multiple client accounts effectively
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
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; Build and maintain strong, long-lasting customer relationships; and Educate clients about financial products and services.
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 2435, East Brookside Avenue, Orange, Orange County, California, 92867, 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 Software Tools; Certified Financial Planner; Finra Series 7; and Finra Series 63.
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.