
location_on2825, Willow Avenue, Fullerton, Orange County, California, 92835, United States
If you are ready to shift your focus from sourcing new clients to deepening relationships and crafting complex financial plans, this role offers the perfect environment. As a Financial Consultant within Fidelity's Investor Center, you will engage face-to-face with customers, providing personalized guidance and planning while extending the firm's brand reach.
Fidelity distinguishes itself with a business model that provides an existing client base and institutional feeders of business, allowing you to concentrate on nurturing long-term connections. You will be supported by an open architecture product platform and top-tier resources in the financial industry, empowering you to deliver outstanding customer experiences and help clients thrive.
At Fidelity, we believe in approaching life holistically and empowering professional growth, flexibility, and support to enable long-term success for both our associates and our clients. We are committed to your development, offering training in-branch, regionally, nationally, and virtually to ensure you have the tools needed to succeed. You will not fail due to a lack of training or onboarding.
We offer a competitive total rewards package designed to help you and your family strike the right balance. This includes comprehensive health care coverage, emotional well-being support, market-leading retirement plans, generous paid time off, parental leave, and educational assistance such as tuition reimbursement and student loan repayment programs.
Please note that the application window closes when the position is filled or unposted. Fidelity is not providing immigration sponsorship for this position. As our business is governed by various securities and financial regulations, including those from FINRA, hiring decisions may be restricted for individuals with certain criminal histories.
Fidelity is an equal opportunity employer committed to diversity and inclusion. We consider qualified applicants regardless of background.
Work model: On-site
2825, Willow Avenue, Fullerton, Orange County, California, 92835, United States
Fullerton, California
Degree and/or other professional certifications, specifically a CFP.